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BookedPod for Financial Advisors & RIAs

Every advisor says “fiduciary.” Be the one your prospect already heard.

By the time a prospect books a call, they have vetted you online and asked AI who to trust with their money. Podcast appearances are how you show up in that answer, sounding like a person instead of a brochure.

  • 1,500+ guest placements booked by our team
  • 30,000+ shows in ShowVault™, our database
  • Top 10% of the charts or niche, every pitch
// Why financial advisors get stuck

The problem isn't your expertise. It's your visibility.

You look identical on paper

Same designations, same 'holistic planning' language, same stock photography. A prospect can't tell you from the other four firms in their tabs. A podcast is 30 minutes of sounding like yourself, which no competitor can copy.

Referrals aren't scaling

Word of mouth built the book, but it doesn't compound. A podcast episode is a referral that keeps working: the host vouches for you to their audience, then the transcript keeps selling you in AI answers.

Trust is the entire sale

Nobody moves their retirement to a stranger. Third-party credibility, a host treating you as the expert, is what converts a skeptic into a first meeting.

// What it turns into

Nobody wants appearances. They want what appearances produce.

  • Inbound leads from people who already trust you
  • Board and advisory seats
  • Paid speaking and keynote invitations
  • Partnerships, sponsors, and referral sources
  • Donors, members, and supporters who found you
  • An answer when someone asks AI who to hire
// The B.O.O.K.E.D. System™

The process, end to end.

  1. B

    Blueprint

    Sign up, accept the agreement at checkout, and complete a deep onboarding: your goals, your audience, your stories, and the shows you never want to be on. This is the raw material every pitch is built from.

  2. O

    Opportunities

    AI-driven matching across ShowVault™, our 30,000-show database, then real people listening to and transcribing shows to confirm the host actually takes guests and the audience is actually yours.

  3. O

    Owner approval

    Nothing gets pitched until you have seen the list and signed off. Strike anything, for any reason, without explaining yourself.

  4. K

    Knock

    Outreach starts around week two. Every pitch is written for that host and that show, referencing episodes they actually made, and we pitch you like the influencer you already are. Up to 50 follow-ups when a show is worth it.

  5. E

    Earn the yes

    Replies, negotiation, pre-calls if the host wants one, reminders, reschedules. It reaches you as a locked recording slot, and under The Calendar Rule™ that is the only moment a placement is ever billed.

  6. D

    Distribute

    A prep brief before you record; afterwards the episode goes to work: show notes and backlink, the host's YouTube video, clips for your socials, Spotify and Apple distribution, and a transcript AI engines learn from. Every appearance makes the next Knock easier.

// Everything included

The standing scope of the service.

  • Unlimited pitching to qualified shows
  • You approve every show before it is pitched
  • A custom one-sheet and media kit built for you
  • A dedicated campaign manager who knows your account
  • A shared Slack channel with the team doing the work
  • A client portal with every booking and invoice
  • A prep brief before every recording
  • Show notes, backlink, and the host's video chased down for you
  • Social clips cut from each episode
// And the cost

You pay for placements, not promises.

A retainer bills the same whether we land six shows or none. Here the cost tracks the result, so a slow month costs you almost nothing and a strong month is one you were glad to pay for.

  • $99/mo founding rate (normally $299), plus $300 per confirmed placement
  • You approve every show before it is pitched
  • The $300 applies only when a recording is locked on your calendar
  • No setup fee, no success fee, and no percentage on the back end
  • Month to month. Agreement accepted at checkout, nothing signed elsewhere
// Financial Advisors & RIAs: questions

Asked on every call.

Which podcasts do you pitch financial advisors to?

Shows your prospects actually listen to: retirement and personal finance shows, business-owner and exit-planning podcasts, and niche shows for the audiences you serve (physicians, tech employees, business sellers). You approve every show before we pitch it.

What about compliance?

You control every appearance: you approve each show in advance, you speak for yourself on air, and nothing is published under your name without your knowledge. Many advisors clear podcast guesting with compliance the same way they clear webinars or speaking events, and we can supply show details for any pre-approval process you use.

What results should an advisor expect?

Authority that compounds: appearances your prospects find when they search you, content for your site and LinkedIn, backlinks, and presence in AI answers when someone asks about advisors who serve people like them. It builds the trust that makes first meetings easier to book and easier to close.

More answers on the full FAQ.

// Need to show someone else?

This page is the proposal.

The problem, the process, the scope, and the price are all here in writing, in language financial advisors already use. Send the link, or print it to PDF and take it into the meeting. Nothing to wait for.

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