Launching a podcast can be—scratch that—launching a podcast is daunting.
For business owners and entrepreneurs already stretched thin managing the day-to-day of their firm while trying to grow and scale, it can feel like a massive undertaking.
I often hear this struggle from RIA and financial advisor firm owners.
But the rewards... just think of the rewards!
Establishing authority, boosting credibility, building trust, and staying top of mind with both prospects and clients...
Mm, sounds nice. And there's more!
You'll receive less visible perks: stronger backlinks, improved SEO, and a reinforced personal brand—all achievable as you learn to navigate your podcast.
And that's exactly what I'm going to help you do.
By the end of this read, you'll be confident to launch an impactful podcast as a financial advisor that aligns with your goals—improving SEO, boosting domain authority, driving traffic to your website, and, most importantly, landing new leads each month that'll convert into loyal (and probably even high-paying) clients.
Lay the Foundation
Before you hit record, it's important to build out a plan. A solid foundation will help you stay consistent and excited about your podcast, ensuring it isn’t just another project that'll throw you into burnout and eventually fizzle out.
You'll want to start by defining your podcast’s purpose. Are you looking to educate your niche, build authority, or attract leads? Potentially all three? Getting clear on this from the get-go will keep your content focused and ensure every episode serves a specific role in your marketing strategy.
Define your niche's pain points, interests, and desires. Then, get to addressing your podcast format!
Are you going solo, inviting guests, offering Q&A's with clients, or something else? You may even consider switching it up from time to time to keep things engaging. Tell a story and explain the concepts you know so well in your head in a way that's clear and easy for clients and prospects to understand.
The last key consideration before diving into the more logistical side of your podcast is episode length—which totally depends on your audience and content style. Shorter episodes (10–20 minutes) deliver quick, digestible insights, while longer episodes (30–60 minutes) allow for deeper discussions and interviews.
No matter what format or length you choose, I promise you that consistency is going to be key. Your audience should know what to expect and when to expect it—so work on laying a foundation that you can maintain.
Branding & Setup
Now, for my personal favourite, onto branding and setup...
Both your podcast title and cover art tend to be the first things people will see—and resonate with—so they need to make a great first impression! General tips include keeping your title clear and not too overly clever, hiring a professional to create a great cover, and including a sense of familiarity that ties into your branding.
A great microphone is really a non-negotiable when it comes to podcasting—audio quality can make or break a podcast. You could also consider using headphones to help you monitor your sound and catch any small issues before they become bigger distractions.
This next one is seriously, really important...
Choose a great software that makes your life easy when it comes to editing. Financial advisors are already generally pressed for time, don't make podcast editing a hitch. In my experience, the best and easiest software for advisor podcasting is Descript—and it helps with social media video too!
If you're considering posting your video recording in addition to audio, it's important to keep your background looking simple and intentional. A clean office setup with maybe a bookshelf or minimal decoration would look great! Keep thing subtle and simple. Avoid clutter, harsh lighting, or distracting elements that pull focus away from you. The goal is to create a setup that feels professional but still very natural.
Getting each of these details right from the start will help you feel confident about your podcast and set the tone for your audience, helping your niche position you as an authority in their eyes.
Build Your Content Calendar
I'm going to say this again: consistency can make or break your podcast. As busy as you are, it's important for financial advisor's to plot out their content using a calendar—that way, you can set realistic time frames for you to prepare, record, edit, etc.
The first thing to consider here is your publishing frequency. For financial advisors, a bi-weekly or monthly schedule is a smart choice. It keeps you top of mind without adding too much to your plate. Whatever cadence you choose, make sure you're willing and ready to commit to it.
With that, I'd recommend planning a ton of content in advance. Think of 10–15 topics that align with your niche's interests and your expertise. Consider common client questions, industry trends, and personal experiences that will offer your listeners value. If you’re bringing in guests, map out potential interviews in advance to avoid scrambling.
Once you have your topics all set, choose a launch date. Giving yourself at least a month to prepare in advance will help you stay on top of your podcast. I know all too many people with great intentions but no buffer time, which leads to rushed efforts, inconsistent posting, and ultimately, burnout or failure. By setting a clear deadline, you create accountability and build momentum before your first episode even goes live.
It goes without saying—to my last point—that you should record ahead of time. Having at least three or four episodes ready to go before launch makes it easier to stay consistent. Life happens, schedules get busy, and having content in the bank prevents any last-minute stress.
The ultimate goal here is sustainability.
Transcripts
Transcripts are a big reason I have the podcasting conversation with my clients, and it's the reason so many advisors start a podcast.
Utilizing your transcripts is a huge way to leverage your podcast for easy SEO. Since you've already done the heavy lifting of recording your podcast, you can simply add the transcripts on your website to boost your SEO.
Beyond SEO, transcripts make your podcast more inclusive. Not everyone consumes content the same way—some prefer reading over listening.
Transcripts also make repurposing content a breeze. A single episode can fuel your marketing efforts for weeks. Pull key quotes for social media, turn sections into blog posts, or use them to create lead magnets.
Adding transcripts is just a small extra step—and it'll help amplify your reach, improve engagement, and get more value out of every episode.
Choose a Hosting Platform
To share your podcast, you’ll need a hosting platform. This is where your audio files are stored and distributed to streaming services like Apple Podcasts and Spotify.
Options like Podbean, Anchor.fm, and Buzzsprout make it easy to upload, manage, and distribute episodes. Some even offer analytics and monetization tools.
When choosing a host, consider ease of use, pricing, storage, and website integration. Pick one that fits your workflow so you can focus on creating great content. Once your platform is set, you’re ready to go live and reach your audience!
Start Marketing
Creating a great podcast that offers real value to your niche is one thing—getting people to listen is, rather unfortunately, another...
I say "unfortunately" as you've already put in the time and effort to create a podcast, but now you need to market it. Lucky for you, you can hire an agency like ours to help you with promotion!
Here's a few ways we recommend marketing your podcast:
Social media is a great place to start marketing your advisor podcast. Share every episode across platforms like LinkedIn, Twitter, FaceBook and Instagram. Instead of simply listing a link, pull out the key insights from the podcast, create short video clips, or turn highlights into carousels.
It's not usually a path I recommend, but if you want quicker results, you could also consider running an ad.
Your podcast content can do double duty by boosting your SEO. Turn your episodes into blog posts, repurpose any key insights from the podcast into LinkedIn articles, and always include transcripts on your website. Then, of course, backlink to your podcast and your website to gain further traction.
If we want to get a little old school here, networking can take your podcast even further. Partnering with other podcasters, industry influencers, or even strategic referral partners can introduce your show to a whole new audience. Being a guest on other podcasts—or bringing guests onto yours—adds credibility and expands your reach beyond your immediate circle.
The more ways you share and repurpose your content, the bigger impact your podcast will have.
Track Your Progress
Launching a podcast is just the start—tracking its performance is key to lasting success.
Your hosting platform offers analytics like downloads, audience demographics, and retention rates. Use this data to refine your strategy. If certain topics perform well, focus on them. If listeners drop off, tweak your structure to keep them engaged.
Also, watch for listener feedback and social media engagement. It’s not just about numbers—conversations and questions display the impact that your podcast is having.
Podcasting takes strategy and consistency. Plan your content, market your episodes, track results, and keep improving to turn your podcast into a growth tool.
As I've already mentioned, the key to making a great financial advisor podcast is to start with a solid foundation, stay consistent, and make improvements as you go—but make sure it's sustainable with regards to the amount of time, energy, and effort you have to put towards it!
If you’re ready to bring your podcast to life but need help fine-tuning your brand, messaging, or marketing strategy, we at Aryze Design are here to help you become confident and successful!
Book a Free Assessment today, and let’s talk about how to build a lasting podcast that converts!
