Why Financial Advisors Should Start a Podcast in 2025

As we step into 2025, financial advisors face a growing challenge: how to stand out in an increasingly competitive and digital-first world. The answer? Podcasting. Podcasts have seen exponential growth in recent years, with over 465 million global listeners reported in 2023, and this number is projected to rise even further. For financial advisors, podcasts represent an incredible opportunity to establish thought leadership, reach wider audiences, and build trust with potential clients.

The Growing Power of Podcasting

Podcasts are no longer just entertainment; they’ve become trusted platforms for learning and discovery. Studies show that 74% of podcast listeners tune in to learn something new, and 60% feel more connected to the host after listening. For financial advisors, this means podcasts are not just a way to share expertise but also a tool for building authentic relationships. In a world where clients increasingly seek guidance from those they trust, podcasting provides a unique, personal touch that no other medium can replicate.

Real Results: Caleb Brown, MBA, CFP? ’s Podcast Success Story

When our client Caleb Brown, CEO of New Planner Recruiting, first considered podcasting, he was skeptical. “I was actually anti-podcast for a number of years,” he admitted. The crowded space and his introverted nature made him hesitant. But during COVID-19, with more time on his hands and inspiration from peers like Michael Kitces and Alan Moore, Caleb began to see the untapped potential of creating a podcast tailored for new financial planners—a niche within the broader financial advisory space.

Caleb launched The New Planner Podcast to address this gap, focusing on topics relevant to aspiring financial planners and career development. What began as a way to build his candidate pipeline quickly exceeded expectations.

• Expanded Candidate Pool: The podcast attracted high-quality candidates—motivated and self-driven professionals who resonated with Caleb’s insights.
• Unexpected Client Growth: Firm owners also tuned in, leading to new client relationships as an unintended yet welcome consequence.
• Community and Connection: The podcast became a platform to highlight candidates, celebrate client firms, and create the resource Caleb wished he had when starting out.

“I didn’t want to create something for billions of downloads,” Caleb shared. “This is a niche podcast, but it’s reaching the exact people we want to connect with—and it’s working.”

For Caleb, podcasting has been a rewarding journey, both personally and professionally. He enjoys engaging conversations with guests and appreciates the simplicity of a concise format, keeping episodes within 20–30 minutes to respect listeners’ time.

Caleb’s advice to those on the fence about podcasting? “My biggest fear was putting myself out there, but I’ve realized how much fun this is and how impactful it can be.”

If Caleb’s story inspires you, imagine the possibilities for your practice. Let 2025 be the year you harness the power of podcasting with the guidance of Cashflow Podcasting.

Ready to start? Book a free consultation with us to explore how podcasting can elevate your brand and grow your business.