Financial Services
The Financial Services Playbook
Thought-leadership podcasting that respects compliance, protects the brand and earns the room.
Financial Services
The Financial Services Playbook
- Cadence
- Fortnightly, season-based
- Length
- 28 to 35 minutes
- Structure
- Solo intro - guest interview - one practical takeaway
CMOs, heads of content and founder-CEOs at wealth managers, asset managers, fintechs, brokers and advisory firms.
Financial services is the hardest sector in podcasting. Every claim is reviewed, every guest is risk-assessed, every download could be a regulator on a slow afternoon. Done badly, the show becomes a sleepy quarterly newsletter read aloud. Done well, it is the most credible long-form channel a regulated brand can own.
What usually gets in the way
- Compliance sign-off without killing the energy
- Recruiting senior guests when calendars are brutal
- Talking about performance without giving advice
- Distribution into LinkedIn without sounding like a press release
Plan - format engineered for legal
We design the format with your compliance team in the room. Pre-approved question banks, on-record disclaimers baked into the intro, a structured outro that names the firm and the relevant licence. Compliance signs off the format once, not every episode.
Optimise - batch record, evergreen first
Senior partners do not have weekly hours. We batch four episodes in one half-day, evergreen topics first (markets cycles, allocation principles, succession). Timely commentary slots in around them as needed.
Deliver - ABM-ready distribution
Each episode ships with a one-pager for the sales team, three LinkedIn clips with FCA-safe captions, a compliance log of every claim, and a quarterly attribution report tying episodes back to pipeline.
What we aim for
Targets for this kind of show, not figures from a named client record.
4 weeks
From brief to first episode live
0
Compliance escalations in 12 months
3x
Average lift on LinkedIn engagement