Six Financial Services Podcasts & Shows to Listen to Now

Intention.ly

Designed Marketing Engine

Six Financial Services Podcasts and Shows We’re Listening to Right Now

Posted on by Kelly Waltrich

From behavioral finance and advisor growth to WealthTech innovation and investment insights, these are the shows helping shape the conversations driving the future of financial services.

The financial services industry has no shortage of content. Every day, advisors, asset managers, fintech leaders, and marketers are inundated with articles, newsletters, webinars, and social posts competing for attention.

Podcasts offer something different. They create space for deeper conversations, fresh perspectives, and authentic insights from the people actively shaping our industry.

At Intention.ly, we’re constantly looking for ideas, trends, and thought leaders that help us better serve our clients and stay ahead of where the industry is headed. These are a few of the financial services podcasts our team has been listening to lately—and why we think they’re worth your time.

1. The Power of the Ask — Savvy Ladies

Hosted by Lisa Zeiderman, Managing Director of Savvy Ladies, and renowned sales strategist Precious Williams, The Power of the Ask explores the conversations, experiences, and strategies that help women advocate for themselves in their careers, finances, and personal lives.

Each episode features inspiring guests who share practical advice on leadership, financial confidence, entrepreneurship, and personal growth. The show reflects Savvy Ladies’ broader mission of empowering women through financial education and helping them gain the confidence to ask for what they deserve.

Whether you’re looking for career inspiration, financial guidance, or a fresh perspective on leadership, this podcast consistently delivers meaningful takeaways.

Listen Here

2. Chopping Wealth — Shaping Wealth

Hosted by Brian Portnoy, founder of Shaping Wealth and one of the industry’s leading voices on behavioral finance, Chopping Wealth explores the deeper relationship between money, meaning, and human behavior.

Rather than focusing solely on markets and investment performance, the podcast tackles topics such as purpose, decision-making, well-being, and the psychology that drives financial choices. Brian brings together academics, advisors, authors, and thought leaders to challenge conventional thinking about wealth and what it truly means to live a rich life.

For advisors seeking a deeper understanding of client behavior—or anyone interested in the human side of money—Chopping Wealth is required listening.

Listen Here

3. In The Money — Flyer Financial Technologies

Hosted by Rusty Sommer, CEO of Flyer Financial Technologies, In The Money sits at the intersection of WealthTech, advisor growth, and industry innovation.

The show features conversations with fintech executives, platform leaders, advisors, and strategic partners discussing the technologies and trends reshaping financial services. From advisor workflow automation and enterprise technology to partnership strategies and market opportunities, the podcast provides valuable insights into the future of the industry.

For anyone interested in how technology is transforming wealth management, In The Money delivers a front-row seat to the conversation.

Listen Here

4. A Word on Wealth — Beacon Pointe

Created by the team at Stephens Wealth Management Group, now part of Beacon Pointe, A Word on Wealth focuses on helping investors navigate the financial decisions that matter most.

The podcast covers topics including retirement planning, investment management, wealth preservation, market insights, and long-term financial strategy. Through educational and approachable conversations, the show helps listeners better understand complex financial topics and make more informed decisions.

The podcast reflects the client-centered philosophy championed by leaders such as Kim Waldman and the broader team that helped build Stephens Wealth Management Group into one of Michigan’s most respected advisory firms.

Listen Here

5. Perfectly Integrated — Integrated Partners

Hosted by Matt Ackermann, Chief Content Officer at Integrated Partners and one of the most recognizable voices in advisor marketing and communications, Perfectly Integrated explores the strategies, partnerships, and leadership principles that help advisors build thriving businesses.

Matt’s conversations with industry executives, consultants, and successful practitioners provide actionable insights on practice management, business development, client experience, growth strategies, and the evolving landscape of wealth management.

The show embodies Integrated Partners’ commitment to helping advisors build more connected, scalable, and successful firms.

Listen Here

6. Viewpoints by Hennessy — Hennessy Funds

For advisors and investors looking to stay informed on markets without wading through lengthy research reports, Viewpoints by Hennessy offers timely and accessible insights directly from investment professionals.

Featuring portfolio managers and leaders from the Hennessy Funds investment team, the video series covers market trends, economic developments, portfolio positioning, and long-term investment themes. The conversations are concise, informative, and focused on helping viewers understand what’s happening in the markets—and why it matters.

While technically a video series rather than a traditional podcast, it serves the same purpose: delivering expert perspectives in a format that’s easy to consume and easy to share.

Watch Here

Great Content Starts with Great Conversations

The best podcasts don’t simply share information; they create connection.

Each of these shows demonstrates how financial brands can educate audiences, build credibility, and foster meaningful engagement through authentic conversations. As content continues to evolve, podcasts remain one of the most effective ways to build relationships at scale.

At Intention.ly, we’re proud to work with organizations that are investing in thought leadership, education, and meaningful industry dialogue. These podcasts are excellent examples of how great conversations can strengthen brands and create lasting impact.

Bonus Listen: Don’t Do That — An Intention.ly Podcast

While the podcasts above are produced by some of our incredible clients, we’d be remiss if we didn’t mention one project from our own team.

Hosted by Kelly Waltrich, CEO and Co-Founder of Intention.ly, Don’t Do That flips the traditional business podcast format on its head. Instead of asking successful leaders what worked, Kelly asks a more revealing question:

“What would you never do again?”

Each episode features candid conversations with executives, entrepreneurs, advisors, marketers, and industry innovators who openly share the mistakes, failures, bad assumptions, and hard-earned lessons that shaped their careers. Guests have included leaders from firms such as Orion, Nitrogen, Carson Group, eMoney, Shaping Wealth, WSFS, and many others.

The result is a refreshingly honest podcast that delivers practical wisdom without the polish—helping listeners learn from other people’s mistakes instead of making them themselves.

Listen Here