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22 Top Financial Advisor Podcasts To Listen To In 2025

Nerd's Eye View

There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content. those who are in the business of selling their financial advice as opposed to financial products).

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Weekend Reading For Financial Planners (November 30–December 1)

Nerd's Eye View

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).

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Weekend Reading For Financial Planners (January 11–12)

Nerd's Eye View

Notably, the new law could affect a range of advisory firm clients, with those who were subject to WEP/GPO and currently receive Social Security standing to see a bump in their benefits while individuals subject GPO who didn't file for Social Security spousal benefits (because they would have been eliminated by GPO reductions) could find that they (..)

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AI-Generated Financial Advice And The Fiduciary Catch-22

Nerd's Eye View

Financial advisors have a fiduciary obligation to act in their clients' best interests, and at the same time are prohibited by state and SEC rules from making misleading statements or omissions about their advisory business.

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#FA Success Ep 290: Serving Neurodivergent Clients As A Financial Advisor With Autism, With Andrew Komarow

Nerd's Eye View

Welcome back to the 290th episode of the Financial Advisor Success Podcast ! Andrew is the founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based in Farmington, Connecticut that oversees $100 million in assets under management for 100 client households. Read More.

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Weekend Reading For Financial Planners (October 28-29)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

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2022 Highlights — The Top 22 Nerd’s Eye View Blog Posts You Might Have Missed

Nerd's Eye View

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). navigate a volatile market environment (in both stocks and bonds – oof!)