The Best Podcasts for Financial Advisors
Launched earlier this year by Kestra Financial, "Kestra Out Loud" is a newcomer on the financial advisor podcast scene. The podcast is a forum for independent advisors to share best practices and learn from each other, says Scott Cohen, founder and CEO of CD Wealth Management in Dallas, who recently participated in the podcast. "From my experience, idea sharing with peers in the space has been one of the best ways to make sure we're staying ahead of the curve, staying innovative and helping clients to the best of our ability." Cohen recommends the podcast to advisors who own their own business or are looking to become business owners. "We have to make our own decisions on our business, and this can't be done without the input of our peers."
U.S. News & World Report, June 24, 2020