Modern Financial Advisor
by finservMarketing
Is this your podcast?Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇮🇪IE · Investing#172500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
250 to 1.5K🎙 ~2x weekly·143 episodes·Last published 1mo ago - Monthly Reach
Unique listeners across all episodes (30 days)
500 to 3K🇮🇪100% - Active Followers
Loyal subscribers who consistently listen
150 to 900
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 15 epsHosts
Recent guests
Recent episodes
Building Industry Cred by Saying Yes to Every Opportunity with Domenick D'Andrea
Jul 7, 2026
27m 58s
Getting Your Financial Business Featured in the Media with Allie Zendrian of AtoZ Communications
Jun 4, 2026
29m 04s
How Financial Advisors Can Win More Business Owner Clients
May 28, 2026
31m 27s
Why Your Clients Don't Need a 75-Page Report (And What to Give Them Instead)
May 26, 2026
27m 49s
"How Much Have You Got?" — Why the AUM Model Is on Borrowed Time | Bob Veres of Inside Information
May 19, 2026
34m 32s
Social Links & Contact
Official channels & resources
Official Website
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 7/7/26 | industry credibilityAI in finance+4 | Domenick D'Andrea | DanDarah Wealth Management | Denver | financial advisorcredibility+5 | — | 27m 58s | ||
| 6/4/26 | media relationsfinancial advisory+4 | Allie Zendrian | AtoZ CommunicationsForbes+2 | Denver, Colorado | media coveragefinancial advisory+3 | — | 29m 04s | ||
| 5/28/26 | wealth managementbusiness owners+4 | Cal Parker | BizEquityAmerican City Business Journals | United StatesDenver, Colorado | financial advisorsbusiness owners+7 | — | 31m 27s | ||
| 5/26/26 | client communicationfinancial planning+3 | Alison Susko | Asset-MapeMoney Advisor+1 | Denver | financial advisorsclient reports+6 | — | 27m 49s | ||
| 5/19/26 | financial planningAUM model+4 | Bob Veres | Inside InformationNitrogen Wealth | — | financial adviceAUM model+4 | — | 34m 32s | ||
| 3/13/26 | banking solutionsfiduciary responsibility+3 | Bob Clare | FispokeModern Financial Advisors+4 | — | FispokeFDIC insurance+2 | — | 49m 00s | ||
| 3/7/26 | client experiencecustomer service+3 | Rich Walker | FormstreamQuik+3 | — | client satisfactionbusiness strategy+2 | — | 55m 42s | ||
| 2/17/26 | AIfinancial advisory+3 | Matt Halloran | ZocksNavy+1 | — | human connectionAI tools+3 | — | 59m 14s | ||
| 10/16/25 | EntrepreneurshipFee-For-Service Models+3 | Alan Moore | XY Planning NetworkAdvicePay+10 | AustinTexas | XY Planning NetworkAdvicePay+2 | — | 39m 27s | ||
| 10/16/25 | financial advisorymarketing+2 | Michael Kitces | XY Planning NetworkXYPN+6 | AustinTexas | target marketgravity in marketing+1 | — | 36m 15s | ||
| 10/5/25 | financial advisory operationsAI in financial services+3 | David Knoch | Docupacethe Modern Financial Advisor Podcast+3 | — | Docupacetechnology+3 | — | 57m 48s | ||
| 9/25/25 | workflow managementfintech+3 | Louis Retief | HublyDocupace+6 | — | HublyDocupace+3 | — | 1h 05m 29s | ||
| 9/17/25 | financial advisingAI in finance+3 | Steve Lockshin | AdvicePeriodVanilla Technologies+2 | — | AUM modeltechnology+2 | — | 1h 02m 29s | ||
| 9/5/25 | AIlead generation+3 | Ian Karnell | VastAdvisorModern Financial Advisor+1 | — | scalable growthcompliance+2 | — | 57m 16s | ||
| 7/22/25 | client acquisitiontrust building+3 | Kyle Zasky | VRGL proposal and analytics platformVRGL+6 | — | VRGLfinancial advisors+2 | — | 1h 00m 50s |
Showing 15 of 15
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Chart history for Modern Financial Advisor
Peaked at #172 in Ireland, currently #172 in Ireland.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| Ireland | — | #172 | #172 | — |
Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.