Financial Advisor Podcasts

Stay ahead of industry trends and cutting-edge research through the RFG Advisory podcast network – a suite of shows dedicated to helping growth-minded Financial Advisors build the business of their dreams.

Subscribe to Our Podcast Network

Disruption Blueprint
 

Learn from the leading minds in our industry through disruptive conversations about bleeding edge FinTech, growth strategies, and much more.

The Human Side of Money 

Discover psychological principles to enhance your clients’ lives and change the trajectory of your business with our Chief Behavioral Officer, Brendan Frazier.

Game Film

Gain an inside look at the careers of top Advisors and industry leaders, breaking down key moments, strategies, and decisions behind their success. Hosted by Jordan Hutchison, VP of Technology & Operations.

Explore Our Podcasts

Disruption Blueprint Podcast episode 68 featuring Ed Swenson on financial advisor independence, ownership, and enterprise value, hosted by Shannon Spotswood

Financial Advisor Independence: The Inflection Point for Ownership, Optionality, & Enterprise Value

Most Financial Advisors are asking the wrong question. “What’s my payout?”  That question could be costing

Listen now
arul Somani on The Human Side of Money podcast discussing decision-making under uncertainty.

The Path of Least Regret: A Better Way to Make Decisions Under Uncertainty

Most Advisors don’t struggle with decisions because they lack information. They struggle because the decision itself is uncertain,

Listen now
Disruption Blueprint Podcast Episode 67 thumbnail featuring Patrick Shaddow discussing how portfolio construction is changing for financial advisors

Portfolio Construction Is Changing: What Financial Advisors Need to Know

“Our mission is to put the same investment infrastructure used by the largest asset managers

Listen now

How Financial Advisors Can Build a Client Service Calendar That Drives Consistency

Most Advisors don’t struggle because they aren’t working hard enough; they struggle because their business

Listen now
Meghaan Lurtz behavioral financial planning experiments Human Side of Money podcast episode 153

Rethinking Goals-Based Financial Planning: Using Behavioral Experiments to Improve Client Outcomes with Meghaan Lurtz

Most financial planning is built around goals.  Goals like:  But there’s a structural flaw in that model:

Listen now
Cover art Disruption-Blueprint_EP65 Tish Bluesand wealth

Claiming Independence: Cutting Ties with a Large Firm, Trusting Your Gut, & Letting Go

“At the end of the day, trust your gut.” – Tish Berbaum In this episode,

Listen now
The 4-Step Playbook to Retain Your Clients During a Firm Transition | The Human Side of Money Podcast

The 4-Step Playbook to Retain Your Clients During a Firm Transition

When you’re thinking about making a move to a new firm, there’s always a lingering

Listen now

RFG Makes the Kitces Map as a Corporate RIA | Disruption Blueprint Podcast

RFG Advisory is honored to be featured on Michael Kitces’ first ever Advisor Services Map.

Listen now

The Psychology of Goals: 6 Ways Financial Advisors Can Help Clients Follow Through

Most of your clients’ financial planning goals don’t fail because they’re unrealistic. They fail because behavior

Listen now

Schedule a call