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

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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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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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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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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Emily Rassam – Turning Financial Plans Into Purpose-Driven Lives

Most Advisors build plans around numbers. Emily Rassam builds them around people. In this episode

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The Human Side of Money Podcast - Rick Foerster-The Way of Work

The Dark Side of Financial Freedom No One Prepares You For with Rick Foerster

At 38, Rick Foerster became financially independent after helping build a healthcare startup that went

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How To Win Clients and Build Plans Using a Human-First Approach With Tim Maurer

Winning more clients and creating a more client-centric planning experience requires a shift. A shift

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From IQ to EQ: A Process for Delivering Values-Based Advice With Shannon Harris

Most Advisors rely on technical expertise (IQ). But when you work with human beings, IQ

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Fritz Gilbert joing HSOM podcast to discuss designing a fulfilling retirement

How One Retiree Experimented His Way to A Fulfilling Retirement

What if everything you’ve been taught about preparing clients for a fulfilling retirement is only

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