Insights on Demand: 8 Podcasts To Follow

In fast-growing financial firms, chaos often creeps in slowly. A client onboarding form gets missed. A follow-up email never gets sent. A teammate thinks someone else handled it. Before long, inefficiency becomes the norm and client service starts slipping.

Podcasting has entered a new era in terms of popularity and availability. It’s estimated that 160 million Americans consume podcasts every month. It’s no surprise that podcasts have entered the mainstream because they offer a venue to learn about new topics, broaden perspectives and stay current on industry trends. The financial services world is no exception.

Whether you are building your first set of workflows or trying to streamline what you already have, these eight podcasts can help you think more strategically about how your firm runs day to day.

1. The Michael Kitces Podcast (Financial Advisor Success)

Hosted by the personality Michael Kitces, this one looks at real-life success stories and challenges from the trenches. Tune in for practice management advice, opinions on growth strategies and insights into client service models. This one is recommended for advisors looking to scale their practice or refine client customer service.

2. Barron’s Advisor: The Way Forward

A long-respected name in the business, Barron’s journalists bring you interviews with leading wealth advisors on leadership, market projections and operational efficiency. Follow along weekly to hear nuggets of wisdom related to practice management, like marketing to hiring.

3. The Perfect RIA

Micah Shilanski and Matthew Jarvis detail what it takes to establish and manage a profitable, client-centric RIA firm in 2025. You’ll take away helpful knowledge such as real-world tactics, productivity tips and deep dives into processes. This one is a helpful guide to improving systems and driving profitability.

4. The Human Side of Money

As the name suggests, Brendan Frazier takes listeners on an audio journey through behavioral finance topics. He also educates advisors on the art of better communication and how it can build trust with clients. You can’t go wrong with this one if you’re looking to expand your knowledge around the psychology of money and its relationship to client trust. Data from Morningstar makes the case for giving this topic due diligence and care. The company’s research found that clients cite emotional reasons as the top motivation for hiring a financial planner. In other words, you can’t extricate emotions from decision-making around money.

5. Capital Ideas (by Capital Group)

A complement to the blog of the same name, Capital Group analysts and portfolio managers break down economic and investment insights. Designed to be bite-sized, each episode will leave you more informed on the nuances of global markets and macro trends.

6. XYPN Radio

Alan Moore is your guide, bringing stories and strategies from advisors building fee-only, digital-first practices. His target audience is young advisors or those transitioning to independent planning, though all types of listeners could benefit from his perspectives.

7. Investopedia Express

Also short but packed with insights, editor-in-chief Caleb Silver brings you a weekly digest of financial headlines, economic trends and investing concepts presented in clear terms. You’ll enjoy this one if you want access to knowledge in plain language that you can easily share with clients.

8. The Efficient Advisor

Libby Greiwe is a bit of an industry legend in that she purportedly built a seven-figure practice while only working three days a week. Now, she wants to pay it forward by sharing her systems, processes and shortcuts to success. Follow along to get clear on the actionable step-by-step processes necessary to achieve results and get you out of the cycle of overwhelm.

Podcasts can inspire change, but results come from building systems that support your goals. Hubly helps financial advisors turn ideas into execution with workflows that are easy to build, automate and track. With over 100 pre-built templates, real-time task visibility and flexible processes that do not break when you change CRMs, Hubly gives your team clarity and consistency.

Advisory firms use Hubly to improve client onboarding, increase team capacity and ensure nothing falls through the cracks.

Try Hubly free for 30 days and see how it can support your next phase of growth.