Turnkey Podcast & Video Packages For Financial Advisors

Podcasts and video content are great ways to educate clients and build credibility and trust with new prospects. But it can be a lot of work to execute a regular show. Our process allows you to have all the benefits of a custom podcast or YouTube channel with only a one hour per month time commitment. Find out more below or click the button to schedule a free consult!

Why A Podcast?


Wondering what to do with the leads and contact info of prospective clients who aren't quite ready to hire you? No time to manually follow up with them? A podcast is a great way to continue to educate those folks and to stay in front of them with regular, engaging content.


Some of your most loyal listeners will be current clients. They enjoy continuing the education you initially provided them and the intimate nature of podcast listening subtly continues to build your client relationship. It's a great way to stay top-of-mind with important contacts.


We've seen it over and over again. People who are in your sales funnel often listen intensely to the podcast over a short period of time. They'll consume 10, 20 or more episodes in a week or two leading up to their first consultation or between appointments.


Is all of your marketing really templated? You have the same blog posts, website layout, and social media posts as a ton of other advisors? Solve that problem with a podcast and get some great custom content to vary the look, feel, and way you communicate with the public.


"I feel like I already know you." Our clients hear that frequently during first appointments with prospects who have listened to the podcast. Can you think of a better thing to hear to kick off your first appointment?


OK, we'll keep it realistic. We're likely not turning you into the next Dave Ramsey or Joe Rogan, but having your own podcast comes with all sorts of intangibles. Increased credibility, becoming the go-to information source, trust building and yeah, a little star-power, are all side benefits of having your own show.

How It Works

Click through the various highlights to learn more about how our process works and what you typically get in a podcast package.

Every month, we’ll give you multiple topics to choose from, saving you countless hours of show prep. You can also bring your own content to the table.

We provide you with a co-host (optional) to help you get comfortable with the process and to enhance the conversational style of the show. This gives you someone with whom you can banter, interact and engage. It makes doing the show easy and more fun for you and the listener.

We’ll help you pick the best equipment for your situation. Some set up cost as little as $150 while high-end equipment can run $2,500 for a professional rig. We know how to find that balance of quality & affordability and will walk you through the entire process.

Our team will edit your episodes and eliminate the typical ums, ahs, mistakes & other distractions. We’ll mix all the elements together with custom music and liners to make it sound polished and professional.

We teach you best practices for sounding good on-air and looking good online and beyond.

We’ll make the podcast look great on your company website or on a custom podcast landing page we’ll build for you. And we’ll post each new episode for you. Most of our packages also include “show notes” recapping the episode and timestamping important parts of the show for listeners. This is great for SEO and creating a professional presentation for each episode.

We’ll create episode art, a quote graphic, and highlight audiogram (video) of each episode and send it to you for posting on your social media accounts. This is great for spicing up your social pages with attractive, custom content. Need us to do the posting for you? That’s part of our “Delegator” package which you can check out in the pricing section.


The below package reflects pricing for two episodes/month. This is the frequency we typically recommend to new podcasters. However, you can execute a weekly show or even swap in and out various elements of the package to create your own custom solution.


A comprehensive package to serve all your podcasting needs.
$ 999
  • CONTENT: Save hours on show prep. We provide you with ongoing topics, questions and ideas. Crafted by a fellow financial advisor.
  • CO-HOST: An experienced co-host joins your show to help guide the conversation and handle the technical aspects of the recording.
  • PRODUCTION: Professional editing & mixing of each show.
  • SHOW NOTES: Our writers craft helpful show notes to recap & tease the episode. The notes are enhanced with timestamps highlighting important parts of the show along with links to the calls-to-action and resources you want to share with your audience. Transcriptions can also be added for $1.25/minute.
  • APPS & WEB: Each show is posted to Apple Podcasts, Spotify, and all major apps. If desired, episodes are also posted to your website or podcast landing page.
  • HIGHLIGHTS: We'll create additional creative assets from your podcasts like episode art, featured quote graphics and highlights (audiograms) so you can post to your social media accounts throughout the month (and it'll enhance your episode landing pages).
  • SOCIAL MEDIA POSTING: Need help posting all that extra social media content? We can do that for you as part of this top package on up to three platforms.

Video Podcasting

Audio podcasts are fantastic, but adding a visual component can enhance your show even more and open you up to the opportunities of more organic growth. If you want to do a video podcast, you can get everything in the above package (plus uploading your episodes to YouTube and the addition of shorts/reels for social media) for $1500/month. When people go this route, we also typically recommend they do a weekly show with a target length of 10 mintues per episode.

Frequently Asked Questions

About an hour per month. Each episode is 15-20 minutes in length on average and we tend to record both episodes with you in one session. So take a few minutes to prep for the show, then buckle in to record and that all amounts to about an hour. We do the rest of the work!

We have a lot of experience working with various compliance departments to make sure your show is good to go. After submitting a show to compliance, if it needs changes, no problem. We’ll make any necessary edits and resubmit before finalizing the show to your website.

You own all the content you produce. We won’t hold your podcast accounts or files hostage should you decide to stop the service at any time.

A weekly show takes a lot of commitment, which is why we recommend folks at least start with the bi-weekly frequency. You can always ramp up later. But if you really want to start with weekly, no problem. Contact us for a quote on what a weekly show would cost. We don’t recommend starting with a monthly show because it’ll take too long to build momentum and a library of episodes.

Not mandatory. However, make sure you can hold yourself accountable to regularly recording episodes. A good portion of solo ventures die out after a few episodes vs. most of the people using our co-hosts are still going years after starting their shows. We can discuss in more detail during your consultation.

Of course. Let us know what you’re thinking and we’d be happy to figure out the perfect solution for you.

Once you’re ready to proceed, we’ll send you a start-up checklist and begin working our way through that. We can go as fast as 1-2 weeks, but most people take about a month to get to the official launch.

Duh. Of course. In fact, we have a prettttty sweet way of thanking you if someone you refer becomes a client.

Free Consultation

Ready to chat?

Click below to schedule a free consultation. We'll discuss your podcasting goals, needs and questions.

Get In Touch

(919) 378-1410

Address: 5322 Highgate Dr, Suite 241, Durham, NC 27713

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