Finance Podcast Launch Checklist
Covers everything from compliance planning and equipment setup to content development and launch week. Built for firms that need to balance thought leadership with regulatory requirements on the fly.
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The Finance Podcast Branding Checklist
A pre-launch checklist for RIAs, wealth managers, and asset managers
Your show's name, description, cover art, and theme music are the first four things a prospect judges, often before they hear a word from your host. For a financial firm, each one also has to clear compliance review and hold up for years.
What's Inside
Four phases, in the order you should decide them. Start with the name, because your description, artwork, and intro script all depend on it.
- Phase 1: Test name candidates, clear trademarks, and pick a naming pattern that works for finance
- Phase 2: Write a show description for a regulated audience and route it through compliance
- Phase 3: Meet the Apple Podcasts cover art spec and design for a financial audience
- Phase 4: Choose a music source, check the license, brief a composer, and script your intro and outro
- Case study: CAIA Association, with 100+ Educational Alpha episodes and 20+ Capital Decanted episodes
Get The Finance Podcast Branding Checklist
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