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22 Top Financial Advisor Podcasts To Listen To In 2025

Nerd's Eye View

There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content. those who are in the business of selling their financial advice as opposed to financial products).

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Ten Beach Reads Featuring Financial Advisors

Wealth Management

With summer beach reading season approaching, you cant beat these 10 novels centering on wealth managers.

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Thrivent Plans to Hire 600 Financial Advisors This Year

Wealth Management

Minneapolis-based Thrivent aims to expand its advisor workforce by 600 in 2025, addressing industry trends of an aging workforce and demand for purpose-driven advice.

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Kitces & Carl Ep 156: How Are You Getting Value Out Of ChatGPT As A Financial Advisor?

Nerd's Eye View

However, as the public’s understanding of AI has developed, the common consensus has largely shifted to the understanding that while processes may change, the expertise and human connection offered by specialists like financial advisors will be hard to replace.

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Redefining Wealth: Money Management, FinTech, Inclusion, and Belonging

Speaker: Marguerita Cheng - Chief Executive Officer at Blue Ocean Global Wealth

Professional money management has always seemed to be for a niche group of people when in actuality, almost everyone can benefit from this with the help of the right financial advisor. To do this, we must meet everyone at their level of financial literacy and help them to make the best-informed decision for their financial state.

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How Financial Advisors Can Navigate Cross-Border Tax Challenges in 2025

Wealth Management

Learn how to protect clients from tax penalties and missed opportunities as international business travel increases. Maximize portfolio performance across borders.

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Kitces & Carl Ep 150: When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level

Nerd's Eye View

For many years, the traditional career track for financial advisors has been an 'eat what you kill' model – where advisors must independently find, convert, and manage their own clients. As such, it isn't uncommon for an advisor's first few years to be characterized by long hours, high rejection rates, and low pay.

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Long-Term Care Considerations in Estate Planning

This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.