Financial Services Podcast Production

Financial services podcast production: advisor authority in a regulated industry.

Client trust, advisor visibility, and firm reputation, produced on a schedule that plans for review instead of colliding with it.

Resonate Recordings leverages 12 years of industry experience to produce professional B2B financial services podcasts that prioritize client trust, advisor visibility, and firm reputation. Our process is built for high-stakes environments, ensuring that advisor expertise can flourish within your firm's own compliance and disclosure standards.

We understand that in financial services, a podcast isn't just content. It's how a prospect meets the advisor before the first meeting, and how existing clients stay close between reviews.

Trusted by regulated financial brands

The companies behind shows we have produced.

Citi Salesforce Amazon Stanford Honda Mars Ea sports Abbvie Schneider electric Associated press
Built for high-stakes environments

High-stakes financial media production.

While most agencies treat compliance review as a bottleneck to work around, Resonate provides the production infrastructure that lets your firm publish with advisor authority. We specialize in building the technical foundation for professional financial services podcasts, ensuring your team has the tools and the schedule to maintain total control over disclosure and regulatory requirements.

The Framework for Advisor Authority

Our work building a custom podcast workflow for UBS, structured around that firm's regulatory and compliance parameters, is proof of our specialized discipline in supporting regulated financial brands.

By integrating our production process with your internal compliance workflows, we empower your legal and compliance teams to review every detail before an episode reaches the public. We don't just offer a "check" at the end. We provide a production environment and a release schedule that accounts for real review cycles, allowing your advisors' expertise to flourish while you maintain the ultimate responsibility for regulatory standards and disclosure.

Book a Strategy Call →
Client preference
80%

of affluent households will pay a premium for human advice over a purely digital service.

McKinsey, via ON24 2026
Real client workflow
UBS

a custom podcast workflow built around the firm's regulatory and compliance parameters.

Resonate Recordings
Industry experience
12 years

producing podcasts for enterprise and regulated-industry clients since 2014.

Resonate Recordings
Episodes produced
50,000+

across 3,000+ podcasts launched, giving your show a team that has done this before.

Resonate Recordings
Financial services podcast formats

What kind of show fits your firm?

Format choice usually comes down to who is speaking and how your own review process treats each type of content. We help you pick one your team can sustain on a repeatable schedule.

Advisor-Led Shows

Put a specific advisor's voice and expertise in front of clients and prospects. Advisor-led shows help clients connect with the person managing their money, not just the firm's brand.

Market Commentary Series

A recurring show that gives clients a reason to check in regularly, whether that's weekly market moves or a quarterly outlook. Consistency here builds the kind of trust a single newsletter blast cannot.

Internal & Training Feeds

A private, restricted-access feed for advisor training, firm updates, or internal communications. The same private hosting infrastructure that serves client-facing shows works for internal-only audiences too.

Fintech Product Education

Explain how a product works, why it's structured the way it is, and what makes it different. Fintech buyers research heavily before they trust a new platform with their money.

Financial services podcast production services

Build the package that fits your firm. One production partner.

These are the services your show can be built from. Take the full stack, or pick only the pieces you need. Either way it stays with one team, with your review windows written into the schedule rather than discovered mid-production.

A regulated financial services client

Built around UBS's own regulatory parameters from day one.

UBS wanted to engage client prospects by featuring both the firm's brand and individual advisor personalities. Resonate built a custom podcast workflow structured around the firm's industry regulatory and compliance parameters, so recording, review, and distribution fit the process UBS already ran rather than cutting across it.

Book a Strategy Call →

Together with Resonate, UBS is able to engage more client prospects featuring both firm and individual advisor personalities, without the same worry as before around adherence to industry regulatory guidelines.

UBS
Client statement. Regulated financial services engagement, produced by Resonate Recordings.
Financial-relevant podcast examples

Enterprise and practitioner podcasts produced by Resonate.

Formats that translate directly to financial services: executive voice with stakeholder oversight, credentialed practitioner audiences, and consistent founder-led production.

Better by Great Place to Work

A branded podcast for Great Place to Work, the global authority on workplace culture, interviewing executives and people leaders on building high-trust workplaces. Produced and managed end-to-end by Resonate.

The same executive-voice model Resonate runs for enterprise clients, where messaging accuracy and stakeholder oversight matter as much as production quality.

Listen on Apple Podcasts →

Shared Practices, Your Dental Roadmap

A practitioner-focused show for dental professionals navigating practice ownership, growth, and transition. Produced by Resonate since launch, the show has built a loyal, returning audience within its niche.

Advisors and wealth managers can use this same practitioner-deep-dive format to build authority with a specific, credentialed audience over time.

Listen on Apple Podcasts →

GO AI Podcast

A founder-and-team-led show for a marketing agency navigating AI-powered growth strategy. Produced by Resonate for a team that wanted a consistent, high-quality audio channel without building an in-house studio.

Fintech teams building trust with a technical, skeptical audience can use this same consistent-voice approach instead of one-off sponsorships.

Listen on Apple Podcasts →

Ready to build a show your compliance team can plan around?

Thirty minutes. We discuss your advisors, your internal review process, and what a production schedule looks like for your firm.

Book a Strategy Call →
Financial services podcast FAQs

Common questions about financial services podcast production.

Everything you need to know before starting or scaling a podcast for a bank, wealth management firm, or fintech brand.

Book a Strategy Call →
What is a financial services podcast?+
A financial services podcast is a podcast produced by or for a bank, wealth management firm, fintech company, or advisor practice to build client trust through consistent, expert-led audio content, within whatever compliance and disclosure requirements that firm operates under.
How does compliance review affect a financial services podcast schedule?+
Legal and compliance review needs to be reflected in the production calendar rather than treated as a bottleneck at the end. Your compliance function decides what requires review and what clears. Resonate builds the recording, editing, and publishing schedule to accommodate whatever that process requires, which is the workflow built for UBS.
What does a financial services podcast production agency do?+
A financial services podcast production agency handles strategy, audio and video production, and distribution, and builds the production schedule around the firm's internal review process. Resonate Recordings built a custom podcast workflow for UBS structured around the firm's regulatory and compliance parameters.
Who is responsible for regulatory compliance on a financial services podcast?+
The financial institution is. Resonate provides the production infrastructure, the recording and editing process, and a schedule built to accommodate internal review, while the firm's legal and compliance function retains responsibility for regulatory standards and disclosure.
Can individual financial advisors be featured on a firm's podcast?+
Yes. Firms can feature both the firm's brand and individual advisor personalities on the same show, which helps prospects connect with a specific advisor's voice and expertise while the firm maintains oversight of messaging and disclosures.
What kind of podcast should a bank or wealth management firm launch?+
Most financial brands succeed with one of three formats: an advisor-led show that puts a specific advisor's voice and expertise in front of clients and prospects, a market commentary series that gives clients a reason to check in regularly, or an internal show used for training or advisor communication.
How much does financial services podcast production cost?+
Financial services podcast production cost depends on episode frequency, whether video is included, and how many stakeholders are involved in review. Firms with longer internal review windows typically need more planning upfront, which is factored into scope. Book a strategy call for pricing specific to your firm.
How is a financial services podcast different from a general branded podcast?+
A financial services podcast is usually built for clients and prospects evaluating who to trust with their money, and its production timeline has to accommodate internal compliance review that most branded podcasts never encounter. Format and topic selection are shaped by those two factors from the start.

Your clients still want a human voice.
Let's build a show that carries it.

Book a thirty-minute strategy call. We discuss your advisors, your internal review process, and what a financial services podcast looks like for your firm.

No commitment. Thirty minutes. Honest advice about whether podcasting is right for your firm right now.

Book a Call

Schedule an interest call

Sign up for a 30-minute discovery call with us using the form below.