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.

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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.

Explore Our Podcasts

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:

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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,

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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

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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.

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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

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Achieving Leadership Greatness: How Discipline, Mindset, & Daily Habits Can Help Financial Advisors Reach a Higher Level of Leadership

“Nothing great comes into the world without discipline.” -Phillip Deas In this episode, Shannon Spotswood, CEO

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Disruption-Blueprint_EP63_Ed Swenson Giving Away Enterprise Value: Why Financial Advisors Should Seek Independence to Build Their Valuation.

Quit Drifting. Make 2025 the Last Year You Give Away Your Enterprise Value

“Every day you wait, you’re giving up enterprise value.” – Ed Swenson On this episode

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Human Side of Money_Best of 2025_Behavioral Finance_Episode 150_RFG Advisory

Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow

This year’s “Best of” episode is a fast-moving highlight reel of the most impactful, yet practical strategies discussed in this

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Enterprise Value: The Asset Most Advisors Don’t Know They’re Giving Away

“You’re building a business. Why not build an asset?” – Ed Swenson  If you measure

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