The Best Podcasts for Financial Advisors – Derek Notman’s Top 6

As a financial advisor, staying informed about industry trends, strategies, insights, and best practices is critical. With the fast-paced nature of the financial world, it can be challenging to keep up with all the latest developments. 

The financial industry & profession is constantly evolving, with new regulations, technologies, and thought leadership being introduced regularly. As a financial advisor, it’s essential to stay informed about these changes to remain competitive.

One of the most effective ways to keep up-to-date is by listening to podcasts. In this blog post, I’ll explore the best podcasts for you to stay informed and keep your skills sharp.

Why podcasts are beneficial for financial advisors

Podcasts are an excellent way to stay informed about the latest financial trends and pretty much anything related to our profession.  They enable you to make informed decisions for your clients, grow your business, and position yourself for where things are headed. This, in turn, helps you build stronger relationships with your clients, establish yourself as a credible and trustworthy financial advisor, and stay relevant in an ever evolving market.

Podcasts provide a convenient way to learn, allowing you to multitask while listening. You can listen to podcasts while commuting, working out, or doing other activities (anyone listened to a podcast while surfing??).   They’re an effective and efficient way to consume information on the go. 

Additionally, podcasts are a great source of inspiration and motivation. You can listen to industry experts and successful financial advisors sharing their experiences and insights, providing valuable knowledge and inspiration.

Here are my top six best podcasts for financial advisors to achieve excellence!

Top Advisor Marketing podcast

Top Advisor Marketing Podcast

The Top Advisor Marketing podcast by Matt Halloran, CRO at ProudMouth, provides financial advisors with actionable insights on how to market their businesses effectively. The podcast covers a wide range of topics, including digital marketing, social media marketing, content marketing, branding, and of course how advisors can leverage podcasting

Matt and his guests provide valuable tips and strategies that financial advisors can use to improve their marketing efforts and attract new clients. The podcast is a must-listen for financial advisors who want to stay ahead of the marketing game.

One of the things I appreciate about this podcast is the variety of guests who are featured. Matt interviews not only financial advisors, but also marketing experts from other industries. This provides a unique perspective on marketing that’s not limited to the financial services industry.


The Advisor Journey podcast

Advisor Journey Podcast

The Advisor Journey podcast by Altruist focuses on the journey of financial advisors and the challenges they face in their careers. It’s all about helping you build a successful practice. The podcast features interviews with successful financial advisors who share their insights and experiences on topics such as business planning, practice management, client acquisition and retention, and navigating industry regulations. 

The podcast provides valuable insights into the lives and careers of financial advisors and offers actionable tips and strategies for those looking to scale. One of the things I like about this podcast is that it’s very practical, sharing real-life strategies, proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice.



WealthTech Today podcast

WealthTech Today Podcast

The WealthTech Today podcast by Craig Iskowitz focuses on the intersection of technology and wealth management. The podcast covers a wide range of topics, including financial planning software, artificial intelligence, robo-advisory platforms, blockchain technology, and cybersecurity. 

One of the things I appreciate about this podcast is that it provides a deep dive into the technology that’s changing the industry. Craig interviews experts from both inside and outside the financial services industry, providing a unique perspective on how technology is transforming the way we manage money.



Balanced Growth Show podcast

Balanced Growth Podcast

The Balanced Growth Show with Dr Travis Parry is a podcast focused on helping financial advisors and entrepreneurs achieve balance in their lives. The podcast covers topics such as personal development, health and wellness, mindset, and spirituality. Dr Parry is a recovered financial advisor himself.  He shares his own experiences and insights on how to achieve balance and success in both your personal and professional life.

One of the things I like about this podcast is that it emphasizes the importance of taking care of yourself as a financial advisor and making time for the important things in life. It can be easy to get caught up in the demands of the job and neglect your own well-being. The Balanced Growth Show reminds us that taking care of ourselves is essential to achieving success in all areas of our lives.



Financial Advisor Success podcast

Financial Advisor Success Podcast

The Financial Advisor Success podcast by Michael Kitces is one of the most popular podcasts for financial advisors. The podcast features interviews with successful financial advisors, providing insights into how they built their businesses and achieved success. 

Michael is a well-known figure in the financial services industry and has a wealth of knowledge and experience to share. One of the things I appreciate about this podcast is the variety of guests who are featured. Michael interviews advisors from different backgrounds, with different business models and approaches. 

Another aspect I like about this podcast is that it covers a broad range of topics. Michael and his guests discuss everything from investment strategies to practice management to industry trends. There is always something new to learn and take away from each episode.

Additionally, Michael is an excellent host who asks insightful questions and facilitates thoughtful conversations. He’s not afraid to challenge his guests and dig deeper into their strategies and approaches. This makes for engaging and informative discussions that are well worth listening to!

Rethink. Financial Advice podcast by Adam Holt and Derek Notman

Rethink Financial Advice Podcast

The Rethink. Financial Advice podcast by Adam Holt and Derek Notman is all about challenging the status quo and rethinking the way financial advice industry & profession. As one of the hosts, I’m excited to share my perspective on why this podcast is a valuable resource for financial advisors.

The financial industry is undergoing a massive transformation (digital, advice over product, financial wellness, etc.) and advisors who fail to adapt risk falling behind. We believe that the industry is ripe for change.  We’re passionate about exploring new ideas and approaches that can help advisors adapt and thrive in the changing landscape.

We take a new spin on interviewing our guests in our Rethink Tank where we get to debate & discuss their views post interview without them having a say!

The industry is constantly evolving, and it’s essential to stay ahead of the curve. We encourage advisors to think outside the box and embrace new ideas and approaches, providing insights and ideas for how advisors can leverage technology to enhance their practice. If you’re a financial advisor looking for a fresh perspective to stay ahead of the curve, I encourage you to tune in and join the conversation.

The importance of staying informed as a financial advisor

Podcasts are an excellent resource for financial advisors who want to stay informed, learn new strategies, grow their practice, and have a laugh or two in the process. Staying up-to-date with the latest trends, insights and best practices is essential to provide the best advice to your clients. The six podcasts in this blog post are all great resources that cover a wide range of topics, from marketing to technology to personal development. I highly recommend checking them out and finding the ones that resonate with you.

Happy listening,

Derek Notman

View my financial advisor training program here

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