Free Checklist

Finance Podcast Agency Checklist

A vendor evaluation framework built for regulated financial firms

A structured framework for financial advisors, RIAs, and wealth managers evaluating podcast production partners. Covers 8 evaluation categories with 40+ specific criteria, red flags to watch for, discovery call questions, and a scoring worksheet to compare agencies side by side.

Finance Podcast Agency Checklist

What's Inside

Eight evaluation categories covering every dimension that matters when vetting a podcast production partner for a regulated finance brand. From compliance workflow to cost structure and growth services for finance podcasts.

  • Finance industry experience: track record, client references, and niche familiarity
  • Compliance and regulatory fit: pre-publication review, disclosures, and guest release workflows
  • Launch capabilities: structured milestones, branding, trailer production, and content banking
  • Production quality and recording support: audio, video, and remote session management
  • Growth services: social media assets, content repurposing, and SEO for episode pages
  • Agency Comparison Scorecard: rate finalists across all 8 categories and identify red flags

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