Free Checklist

Finance Podcast Launch Checklist

A seven-phase production roadmap for financial services firms, RIAs, and investment professionals

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.

Finance Podcast Launch Checklist

What's Inside

Seven phases covering every step from strategy and compliance through ongoing operations, built specifically for wealth management and financial services podcasts.

  • Phase 1: Define your niche, compliance workflow, and show concept
  • Phase 2: Equipment selection, recording platform, and video setup
  • Phase 3: Visual and audio branding — artwork, music, intros, and outros
  • Phase 4: Hosting platform setup, RSS configuration, and podcast website
  • Phase 5: Guest strategy, content calendar, and pre-launch episode production
  • Phase 6: Pre-launch timeline, launch week tasks, and early listener growth
  • Phase 7: Ongoing production rhythm, compliance scheduling, and content repurposing

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