16 Practice Management Podcasts to Elevate Your Business

Mastering practice management is an essential success driver as you build your enterprise. Effective practice management strategies not only help streamline your business, they serve to fuel sustainable growth—from client acquisition and retention to operational efficiency and team development.

Fortunately, there’s no shortage of podcasts specifically dedicated to financially advisory practice management. The following are some of the best practice management podcasts I regularly listen to; podcasts with actionable insights that I encourage every advisor to tune into. And if you have any other suggested listens, please let us know what else you think should be added to the list.

1. The Financial Advisor Success Podcast (Michael Kitces)—offers insights into the success stories of top financial advisors. With interviews and case studies, Kitces explores key strategies, tactics, and philosophies, along with actionable takeaways to elevate your business.
2. The Perfect RIA Podcast (Matthew Jarvis and Micah Shilanski)—explores strategies for running a successful RIA firm; with a focus on client service, operations, and growth, as well as practical advice to help you achieve excellence in your practice.
3. Barron's Advisor Way Forward Podcast (Various Hosts)—features engaging discussions, in-depth interviews, and expert commentary on key trends and challenges shaping our industry’s future, with actionable insights and practical guidance to help keep you ahead of the curve.
4. The Diamond Podcast for Financial Advisors (Various Hosts)—illuminating discussions, insightful interviews, and practical strategies to elevate your skills and expertise (from investment insights and market trends to practice management tips and client communication techniques).
5. The COO Roundtable (Host: Matt Sonnen)—brings together top COOs and industry leaders for insightful discussions on driving advisory firm operational excellence; with candid conversations, deep dives into operational challenges, and practical strategies for optimizing firm operations.
6. The Evolving Advisor Podcast (Host: Jeff Concepcion)—explores key topics shaping our future (from emerging trends and disruptive technologies to client-centric strategies and business growth tactics) with insightful interviews, and thought-provoking insights from industry experts.
7. Multiplier Mindset® (Host Dan Sullivan)—designed to help you adopt a mindset of growth, innovation, and exponential success, features special guests who explore topics such as mindset mastery, goal setting, strategic thinking, and personal development.
8. The Model FA Podcast (Host: David DeCelle)—provides practical advice and strategies to optimize your business, with a focus on client communication, operational efficiency, and team development, to help improve your firm and drive sustainable growth.
9. Do Business Do Life Podcast (Host: Brad Johnson)—offers strategies, insights and ideas for how to better create unlimited growth and freedom in both your life and your business.
10. The Tony Sirianni Podcast (Host: Tony Sirianni)—covers a wide range of timely topics—from innovative practice management strategies and client communication techniques to market insights and industry trends—to help you thrive in today's competitive landscape.
11. The Modern Financial Advisor Podcast (Host: Mark Mersman)—explores innovative strategies and best practices regarding digital marketing, client experience, technology integration and compliance to help modernize your business and keep you ahead of the curve.
12. XY Planning Network Podcast (Hosts: Alan Moore and Michael Kitces)—insights and strategies specifically tailored for fee-only firms, focused on topics such as the planning process and client service models as well as business development and compliance.
13. The Kitces & Carl Podcast (Hosts: Michael Kitces and Carl Richards)—offers a deep dive into investment strategies and planning techniques as well as practice management and client communications—all with a unique blend of real-world insights, humor, and practical wisdom.
14. Advisor Talk with Frank LaRosa (Host: Frank LaRosa)—unfiltered guidance and advice on advisory business ownership, leadership, practice management, transition, recruiting, marketing and branding to help elevate your business and career.
15. The Financial Advisor’s Edge Podcast (Hosts: Jim Martin, Gregg Gonzalez, & Brad Warhurst)—four advisors who have each built successful $100+ million practices share their strategies and systems that have helped them succeed.
16. Managing Your Practice (Host: Dimensional Fund Advisors)—explores best practices in key areas such as driving growth, business efficiency, and the client experience, with practical applications for making the critical business decisions that successful firms face every day
    

BONUS: Between Now and Success (Host: Steve Sanduski)—features interviews with top financial advisors, industry experts, and thought leaders with a focus on practice management, marketing, and client service.

Needless to say, the list could go on and on. Personally, I find podcasts (especially those with consistent and frequent posts) to be an invaluable resource that help keep me and my team informed, inspired and ahead of the curve. Whether you're seeking practical advice on practice management, insights into industry trends, or strategies for business growth, all of these selections offer a wealth of knowledge and expertise to help elevate your business.

So, grab your headphones, tune in, and inspire both your business and your career. I’ve been fortunate enough to be interviewed on many podcasts over the years. And if you’re asking yourself why I haven’t started my own podcast just yet, stay tuned…