Podcasting for financial advisors and planners
The CPA and the estate attorney already know your next clients.
A podcast for an advisor is not a market commentary show. It is a recorded conversation every two weeks with the professionals your clients already trust. Centers of influence become friends, and friends make referrals.
The golden rule
Interview the people who meet your client just before you do, or just after.
They know your future clients. They see them first, often months before anyone calls you.
Your listener needs them. That is what makes the episode worth hearing.
Both, ideally. The best guests are useful on the mic and generous off it.
Who you interview
Walk your client's journey, and there's a guest at every step.
Not your customers. The professionals and neighbors who surround them.
Before the first meeting
They see the money event first.
- CPAs and tax preparers
- Estate and elder law attorneys
- Business brokers
- Divorce attorneys and mediators
- HR and benefits managers
Alongside the plan
They work the same household with you.
- Insurance agents
- Mortgage and loan officers
- Realtors
- Medicare and benefits specialists
- Business attorneys
Life transitions
They are there when plans change.
- Senior living advisors
- Career and retirement coaches
- College admissions counselors
- Grief and family counselors
- Charitable foundation leaders
The community
They are who your clients admire.
- Local business owners
- Nonprofit directors
- Community foundation staff
- Physicians and practice owners
- Civic and club leaders
What about clients? Client testimonials are allowed for advisors, but only with required disclosures and compliance sign-off, so most shows lean on guests instead. A CPA explaining what she sees every April builds trust without a testimonial.
Where clients come from
How the show turns into clients
The guest is one way in, and often not the main one. Here is what does the work in your field.
- 1
Prospects hear how you think
People choosing an advisor want to know how you explain things. Listeners arrive at the first meeting already trusting your approach.
- 2
Guests show the company you keep
A CPA or estate attorney on your show signals the professional circle your clients get access to.
- 3
Episodes answer the big questions
When a prospect asks about retirement timing or a business sale, you send the episode that walks through it.
Can the guest be a client? Sometimes. Client testimonials are allowed with the required disclosures and compliance sign-off, so most shows lean on guests.
Pick a format
Three ways to run the show
Interview show
Best for relationships
Everything above: one guest every two weeks, each one bringing what they know and sharing the episode with their own audience.
Solo show
Best for your brand
Just you, 10 to 20 minutes, answering the questions clients ask every week. No scheduling, and your voice and point of view become the brand. It also fits between interview weeks.
Short series
Best for new clients
Five to ten episodes on one problem, titled with the words people search for. Short enough to finish in a weekend, and built to lead to one next step with you.
“A limited series podcast is meant for movement.”
Cliff Ravenscraft, the Podcast Answer Man, made the case for short series at PodFest. A show titled after a problem gets found in podcast search, binged in a few days, and recommended by name.
His six-episode series on mastermind groups launched with almost no promotion. Within 45 days, four listeners who had never heard of him joined his $15,000-a-year mastermind. More than 7,000 people have listened to all six episodes, and three of the six came from his archive with a new intro and call to action. A 38-episode show he stopped making 15 years ago still brings in about $75,000 a year in coaching.
A short series for financial advisors
Your First Year of Retirement
6 episodes
The decisions people face in the first twelve months, one per episode, cleared by compliance before release.
Every episode ends with one next step: a free retirement planning worksheet. No ads, just yours.
The road
Seven steps, in this order.
- 1
Name it after the town or the life stage
"Retiring in Scottsdale" shows up in local search and gives guests something they are proud to share.
- 2
List 20 local pros you want to know better
Open your phone. That list is your first 20 episodes.
- 3
Start with your warmest relationship
Episode one should be a yes before you finish asking.
- 4
Record a 30-minute video call
No studio needed to start. A good conversation beats good gear.
- 5
Hand the guest a promo kit
Clips, quote cards and a link, so their audience sees you introduced by someone they trust.
- 6
Follow up over lunch
You just spent an hour learning from each other. Good working relationships start there.
- 7
Repeat every two weeks
Consistency matters more than polish. Most shows that fail simply stopped.
One host, one year
What every other week adds up to
Measure conversations and referrals, not downloads. A few hundred listeners in your market can matter more than thousands anywhere.
58% of Americans 12 and older listened to or watched a podcast in the last month. Edison Research, The Infinite Dial 2026
For teams
One firm show, rotating advisors
The firm owns the show and the production. Each advisor hosts the episodes with their own centers of influence. Nobody carries a show alone, and every advisor gets a reason to call the professionals they most want to work with.
Keep it compliant
Advisor marketing falls under the SEC Marketing Rule and, for brokerage reps, FINRA Rule 2210. Have compliance approve the format and each episode before release, and archive what you publish and share. Avoid performance claims and specific recommendations. A guest praising you on air can count as an endorsement that needs disclosures, so let compliance decide how those moments are handled.
General guidance, not legal advice. Rules vary by state; check with your compliance team or a lawyer.
Every show, every field
Before you hit record
- Tell every guest you are recording and get their OK at the start. Maryland requires every person on the call to agree.
- Get a signed release that covers the episode, the clips, and any use of their name, voice or face in ads.
- Say on air when a guest is a referral partner, client, employee, relative or sponsor.
- Use only music licensed for podcasts. Radio-style licenses like ASCAP and BMI do not cover it.
- Post a transcript or captions so every listener can follow along.
How PodGlue fits
Built for shows where the guest sharing the episode is the whole point.
PodGlue handles the busywork around every conversation, so the show keeps going after the first month.
Start your 14-day free trial- A booking page guests use to pick a time and fill in their details
- A guest page for every episode with clips, quote cards and social copy
- Automatic follow-up emails after the episode goes live
- Show notes and social posts drafted from each conversation
Questions
What people ask first
Can a podcast help a financial advisor get clients?
Yes, mostly through centers of influence. Interviewing a CPA or estate attorney builds the relationship that leads to referrals, and the episode shows prospects how you think before they ever meet you.
Who should a financial advisor interview?
CPAs, estate and elder law attorneys, business brokers, divorce mediators, insurance agents, realtors, and the local business owners and nonprofit leaders your clients respect.
Is a podcast allowed under advisor compliance rules?
Usually, with review. A published episode is generally treated as advertising, so compliance should approve the format and each episode before release, and archive it like other marketing. Clips you share on social media need the same review.