We first curated this list a couple of years ago. But considering both the critical importance of this topic, as well as the emergence of some new entrants into the podcast arena including a weekly offering from our own Ray Sclafani (Building the Billion-Dollar Business), we felt an updated list for 2026 was most definitely warranted.
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 financial advisor podcasts that delve into the subject of practice management. The following are some of the best practice management podcasts we regularly listen to; podcasts with insightful and actionable ideas that I encourage you to tune into regularly. If you have other favorite listens, by all means let us know and we’ll append some of those to future lists.
19 Practice Management Podcasts to Elevate Your Business in 2026
-
Building the Billion-Dollar Business (Host: Ray Sclafani) – practical insights and action steps around a wide range of practice management issues faced by fast-growing RIAs, including conducting marketing strategy reviews, enhancing client engagement, and developing next-generation leaders.
-
Financial Advisor Success Podcast (Host: 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.
-
The Perfect RIA Podcast (Hosts: 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.
-
Barron's Advisor The 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.
-
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).
-
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.
-
The Elite Financial Advisor Podcast with Sten Morgan (Host: Sten Morgan) – explores practical strategies to better attract and serve clients by differentiating your business, standing out from the crowd, and effectively executing on your value proposition.
-
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.
-
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.
-
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.
-
The Human Side of Money (Host: Brendan Frazier) – offers insights into the underpinnings of behavioral finance and the reasons why your clients sometimes act in ways contradictory to their best interests. Explores how to apply key behavioral finance principles to improve both client acquisition and retention.
-
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.
-
Modern Financial Advisor (Host: Mike Langford)—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.
-
Behind the Advisor (Hosts: Maddy Roche and Alan Moore)—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.
-
Kitces & Carl - Real Talk for Real Financial Advisors (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.
-
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.
-
Don’t Do That (Host: Kelly Waltrich) – from practice management to marketing and career pathing, the road is littered with potholes and pitfalls that can limit your firm’s growth potential. With guests from across the industry, this podcast delves into common mistakes advisors make and ways to avoid them.
-
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.
-
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, this list could stretch for pages, but unfortunately none of us have unlimited free time. 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, each of these selections offer a wealth of knowledge and expertise to help elevate your business.
Each time you listen to a podcast episode, try to write down at least one 'micro-win' you can implement within 72 hours to improve your team’s workflow, enhance a process, or improve the client experience. It’s also a good idea to involve your team. Consider dividing and conquering by assigning different podcasts to different team members who can then bring back ideas from what they’re listening to that can be shared occasionally during team meetings.
So, grab your headphones, tune in, and get motivated to go further faster.
Coaching Questions From This Article
-
Looking at the many niches in this list, which specific 'pothole' in your current business model do you think would benefit most from a fresh outside perspective right now?
-
Several of these podcasts focus on differentiation and freedom. What’s one service or process you would consider either starting or stopping today to facilitate or make room for exponential growth in 2026?
Questions Financial Advisors Often Ask
Why are practice management podcasts valuable for financial advisors?
Practice management podcasts provide insightful and actionable ideas that help advisors improve how they run and grow their firms. They cover topics such as client acquisition and retention, operational efficiency, team development, marketing strategy, and leadership development.
How can practice management strategies help grow an advisory firm?
Effective practice management strategies help streamline the business and fuel sustainable growth. They support improvements in client acquisition, client retention, operational efficiency, and team development.
What is the Building the Billion Dollar Business podcast about?
Building the Billion Dollar Business, hosted by Ray Sclafani, provides practical insights and action steps around practice management issues faced by fast-growing RIAs. Topics include conducting marketing strategy reviews, enhancing client engagement, and developing next-generation leaders.
What types of topics do financial advisor practice management podcasts typically cover?
These podcasts explore a wide range of topics including practice management strategies, client communication techniques, operational excellence, marketing, leadership, behavioral finance, team development, and industry trends affecting advisory firms.
How can financial advisors get the most value from listening to podcasts?
Advisors can maximize the value by writing down at least one “micro-win” from each episode and implementing it within 72 hours to improve their team’s workflow, enhance a process, or improve the client experience.
What is a “micro-win” when learning from a podcast?
A micro-win is one small improvement or idea from a podcast episode that can be implemented quickly, within about 72 hours, to improve workflow, processes, or the client experience.
How can podcasts help financial advisors stay ahead in the industry?
Podcasts with consistent and frequent episodes can help advisors stay informed, inspired, and ahead of the curve by sharing insights, strategies, and perspectives from industry experts and successful advisory firms.
What types of insights can financial advisors expect from practice management podcasts?
Advisors can expect insights into business growth strategies, client engagement techniques, operational improvements, leadership development, marketing approaches, and lessons learned from industry leaders and successful firms.
How can listening to multiple podcasts benefit an advisory firm?
Listening to a variety of podcasts exposes advisors and their teams to diverse perspectives and ideas that can help them identify improvements in their current business model and discover new approaches to growth and differentiation.