WorkHacker

Podcast ideas for wealth managers

Two proposed shows for households making wealth decisions and trying to understand an advisory relationship.

These are proposed shows, ready to shape around your business. The names and artwork are starting directions.

Proposed show artwork
The Family Balance

Wealth Management

Produced by your business

Interview with a real partner professional

“Our money has become more complicated, and I want to understand what kind of help would fit our family.”

See the four episode ideas
Proposed show artwork
The Fee Between Us

Financial Advisor Fees

Produced by your business

Two business specialists in conversation

“I want to understand what I would pay for the same work before I compare two advisors.”

See the four episode ideas

Your own people host, using consented synthetic versions of their own voices. Each contributor approves their words; narration is disclosed in every episode.

Proposed show · Produced by your business

The Family BalanceWealth Management

Interview with a real partner professional

A family can hear where investment management, planning and legal work overlap and where one professional must hand off.

The business's own wealth adviser, in a disclosed synthetic version of their own voice made from one consented recording. The expert approves their material and final wording; no invented first-person experience. A real estate attorney or financial-planning partner joins as a permissioned guest in their own recorded voice. The expert records the actual interview; synthetic pickup questions require guest approval of the final cut. No invented guest answers and no guest voice cloning. Booking is a production dependency, not something supplied by the free request.

Your first four episodes

  1. What does wealth management include beyond investments?

    40,500 estimated US searches/month DataForSEO Labs
    “wealth management” · US, English · . Search estimates, not listeners.
  2. What does a financial advisor do?

    8,100 estimated US searches/month DataForSEO Labs
    “what does a financial advisor do” · US, English · . Search estimates, not listeners.
  3. Financial planner or financial advisor: what do the labels tell us?

    1,900 estimated US searches/month DataForSEO Labs
    “financial planner vs financial advisor” · US, English · . Search estimates, not listeners.
  4. How do I find a financial advisor, and what can public registers tell me?

    2,400 estimated US searches/month DataForSEO Labs
    “how do i find a financial advisor” · US, English · . Search estimates, not listeners.

General financial information. No individual investment, tax or legal advice.

Explore this direction for your business

Proposed show · Produced by your business

The Fee Between UsFinancial Advisor Fees

Two business specialists in conversation

Two advisers can interrogate the same fee disclosure so the listener hears the assumptions behind the headline rate.

Two real people from the business: its financial adviser and second adviser from the same business. Each uses a disclosed synthetic version of their own voice made from one consented recording. Both approve the scripted exchange and their own views; it is never presented as a live conversation. No stock stand-ins.

Your first four episodes

  1. How much does a financial advisor cost?

    6,600 estimated US searches/month DataForSEO Labs
    “how much does a financial advisor cost” · US, English · . Search estimates, not listeners.
  2. Fee-only or fee-based: what changes about how an advisor is paid?

    40 estimated US searches/month DataForSEO Labs
    “fee only vs fee based financial advisor” · US, English · . Search estimates, not listeners.
  3. What does an assets-under-management fee cover?

    720 estimated US searches/month DataForSEO Labs
    “assets under management fees” · US, English · . Search estimates, not listeners.
  4. Which charges can sit outside a financial advisor's headline fee?

    10 estimated US searches/month DataForSEO Labs
    “financial advisor hidden fees” · US, English · . Search estimates, not listeners.

General financial information. No individual investment, tax or legal advice.

Explore this direction for your business

Make the next version yours.

A person on our team will review your website and send three to five show directions, with a reason each fits, a suggested format and first-episode questions.

Get tailored show ideas, free

No chosen favourite required.

How to launch your show

Choose the listener and the decisions you can help them understand. Then build a repeatable way to answer.

  1. Choose the listener’s decision

    Choose a household decision or the questions behind an advisory fee. Keep the listener's circumstances broad enough for public education.

  2. Agree the format and the people

    Choose the direction your team can sustain. Name the real experts who will contribute and approve the script; agree their voice permissions before production.

  3. Prepare the first questions

    Bring your service explanations, approved fee disclosures and the source material your compliance reviewer accepts. We research the questions, shape the episode outlines and organize the source record.

  4. Name the specialist reviewer

    Your compliance reviewer checks regulatory and firm requirements. Exclude individualized recommendations and investment-performance promises. Nothing publishes until your named reviewer approves the episode.

  5. Make the pilot, then publish

    We produce the agreed audio and companion answers, then prepare distribution to the agreed platforms and your website. Review the pilot together before committing the season to that format.

Our own show

Hear what production makes possible.

Business Podcasting is WorkHacker’s own show. Hear the approved excerpt, inspect the planning example and see the monthly scope, setup and review responsibilities.

Search estimates show interest in individual questions. They are not a forecast of podcast listeners, leads or sales.