All playbooks
Sector - Financial Services

The Financial Services Playbook

Thought-leadership podcasting that respects compliance, protects the brand and earns the room.

Audience

CMOs, heads of content and founder-CEOs at wealth managers, asset managers, fintechs, brokers and advisory firms.

The brief

Financial services is the hardest sector in podcasting. Every claim is reviewed, every guest is risk-assessed, every download could be a regulator on a slow afternoon. Done badly, the show becomes a sleepy quarterly newsletter read aloud. Done well, it is the most credible long-form channel a regulated brand can own.

Cadence

Fortnightly, season-based

Length

28 to 35 minutes

Structure

Solo intro - guest interview - one practical takeaway

What gets in the way

How we run it

Plan - format engineered for legal

We design the format with your compliance team in the room. Pre-approved question banks, on-record disclaimers baked into the intro, a structured outro that names the firm and the relevant licence. Compliance signs off the format once, not every episode.

Optimise - batch record, evergreen first

Senior partners do not have weekly hours. We batch four episodes in one half-day, evergreen topics first (markets cycles, allocation principles, succession). Timely commentary slots in around them as needed.

Deliver - ABM-ready distribution

Each episode ships with a one-pager for the sales team, three LinkedIn clips with FCA-safe captions, a compliance log of every claim, and a quarterly attribution report tying episodes back to pipeline.

4 weeks

From brief to first episode live

0

Compliance escalations in 12 months

3x

Average lift on LinkedIn engagement

Recommended tier

Full POD Production

From £2,500/month

Book a strategy call to scope a compliant format that your legal team will approve in one session.