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Convokast

Podcast booking forFinancial advisors

Podcast booking for financial advisors

Prospects choose an advisor they feel they already know. Long-form audio is the closest thing to a first meeting at scale.

What usually goes wrong

  • Compliance limits what you can say in almost every marketing channel
  • Referrals are the main growth engine and they are not forecastable
  • Every firm markets the same trust and fiduciary language
  • Seminars are expensive and reach a narrowing audience

What changes with us

  • Shows whose listeners are in the life stage you serve
  • Educational angles that survive compliance review
  • Recorded material that prospects can find when they check you out
  • A predictable monthly cadence rather than event-driven spikes

Target shows

The shows we go after for financial advisors

Personal finance podcasts, retirement and life-stage shows, professional and business-owner formats, and local or regional business programmes.

Common questions

How does this work with compliance?

Angles are built as education rather than advice or performance claims, and your compliance team approves the positioning document before anything is pitched. Several advisors route the episode links through their normal review process afterwards as well, which we support.

Pricing

Flat $499 a month

Same price whichever industry you are in. One guaranteed placement per month, minimum.

  • Guaranteed 1+ interview per month
  • Pro-level outreach and pitching
  • Full scheduling & coordination
  • Interview prep notes & talk tracks

Traditional PR agencies

High cost, slow results

$8k – $15k/mo

Premium podcast agencies

Pay-per-play model

$5k – $10k/placement

Convokast

Flat rate, guaranteed results

$499/mo

Next step

Ready when you are.

Tell us your topic and we will come back with the shows worth pitching.

Book a discovery call

Free 20-minute call. If we are not a fit, we will say so.