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.

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

Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act With Dr. Meghaan Lurtz

Here’s a question for you: On a scale of 1-10, how confident are you that

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A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients With Ben Haas

Here’s the outline for most review meetings with long-time clients: And, that’s not bad. But

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The Language of Loss: How to Communicate With Grieving Clients With Kathi Balasek

Financial advisors are on the front lines of bad news. Your entire business is filled

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Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley

Are your clients drifting aimlessly or swimming purposefully towards their financial goals? The default for

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A Playbook To Master The Human Side of Advice With Michael Kitces

When you want to learn something about financial planning and advice, the ultimate source is

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The Financial Playbook: Jim Sumpter’s Story of Propelling Growth

Ready to explore the world of finance and advisory through the lens of experts who

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Breaking Through Growth Barriers in Wealth Management With Samuel Deane and Dr. Preston Cherry

How can financial advisors unleash their growth potential in the ever-changing landscape of the wealth

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Exploring the Female Financial Revolution with Dr. Barbara Provost

How can the financial industry better serve women’s unique needs? In this episode, Shannon Spotswood

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From Insurance BD to 4X Growth in Independence with Wes Miller

Welcome back to another episode of the Disruption Blueprint Podcast! If you’re a financial advisor

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