Service
Podcast production for financial advisors
Milemarker Studio produces podcasts for financial advisors end to end — we book the guests, run the recording, edit the audio and video, write the show notes and the article, cut the clips, and publish to Apple, Spotify, YouTube, and the firm's own site.
The advisor's entire commitment is one forty-five-minute conversation per episode. Everything before and after it is ours, and nothing publishes until the firm's compliance reviewer has approved it.
What production actually covers
“Production” is used loosely in this category. Some firms mean editing an audio file you send them. Some mean a hosting account and an RSS feed. What an advisor usually needs is the whole chain, because the parts nobody talks about — deciding what the episode is about, getting a guest to say yes, writing the thing that goes out afterwards — are the parts that quietly kill a show.
Here is the actual scope, so you can hold anyone else's proposal against it.
- Before the recording
- Topic selection, guest sourcing and outreach, scheduling, prep documents, and a run of show
- The recording
- Remote or in person, recorded to separate audio and video tracks so the edit is not fighting a single mixed file
- The edit
- Audio edit and mix, video edit, chapters, and a transcript
- The writing
- Show notes, episode description, a bylined long-form article, newsletter copy, and social posts
- The design
- Show artwork, episode graphics, quote cards, and clip captions
- Publishing
- Apple, Spotify, YouTube, your website, and the social channels you use
What the advisor is actually asked to do
Forty-five minutes, on their own calendar, talking about something they already know. No script to learn, no prep homework, no editing decisions, no publishing schedule to keep in their head.
This matters more than it sounds. The reason most advisor podcasts stop around episode nine is not that the advisor lost interest — it is that the show quietly became a second job made of small tasks nobody owned. Chasing a guest. Writing the description. Remembering to post it. Every one of those is production work, and production work is what a production company is for.
Compliance is a step, not an afterthought
We produce for registered investment advisors, broker-dealers, and hybrid firms, so the review step is built into the workflow rather than bolted on at the end. Everything — episode, article, clips, posts — goes to your reviewer before it goes anywhere else.
In practice that means a full transcript for the file, edits on request rather than argument, and content written inside the guardrails in the first place: no performance claims dressed as anecdote, no testimonial problems introduced by a guest's stray sentence, and evergreen framing so an episode does not age into a problem.
Questions we get asked
- How much of a financial advisor's time does a podcast take?
- Forty-five minutes per episode. Milemarker Studio handles topic selection, guest sourcing, scheduling, prep, recording, editing, writing, design, publishing, and promotion, so the conversation itself is the entire ask on the advisor's calendar.
- Can a financial advisor's podcast be compliant?
- Yes, and it is a normal part of the work. Nothing publishes before the firm's compliance reviewer approves it, a full transcript is produced for the file, and the content is written inside the guardrails to begin with rather than corrected afterwards. Milemarker Studio produces for RIAs, broker-dealers, and hybrid firms.
- Who owns the podcast feed and the archive?
- The firm does. The show publishes under the firm's brand into accounts the firm controls on Apple Podcasts, Spotify, and YouTube, and the archive stays with the firm if the engagement ends.
- How long does it take to get an advisor podcast launched?
- The first episode is usually published within weeks of the first recording. Artwork, feed setup, distribution accounts, and the compliance review path are established once during onboarding and reused for every episode after that.
Tell us how many advisors you are marketing.
That number decides the cadence, the shape of the programme, and the price. We quote against your roster rather than against a package.