Media Kit 2026
LAUNCH DATE
July 1, 2026
MEDIA KIT - 2026
FORMAT
Weekly Solo
Episodes
The Financial Advisor
AI Podcast
EPISODE TOPICS
AI tools for advisors
Meeting intelligence
Client communication AI
AI for financial planning
ABOUT THE SHOW
The Financial Advisor AI Podcast is the only weekly show hosted by a practicing CFA and CFP® dedicated entirely to how artificial intelligence is reshaping wealth management. Every episode delivers practical, no-hype coverage of AI tools, workflows, and strategies that matter to advisors serving mass affluent and affluent clients—from the perspective of someone actually doing the work.
EPISODE LENGTH
30–45 Minutes
Workflow efficiency
DISTRIBUTION
Apple · Spotify · YouTube
AUDIENCE PROFILE
YOUR HOST
Zach Lundak
CFA · CFP® · Founder, Barrett FP
Fee-only financial planner based in Omaha, Nebraska, specializing in retirement planning, tax optimization, and Roth conversion strategy for pre-retirees and retirees with substantial assets. Former endowment investment analyst and associate advisor at a national RIA. Zach brings institutional credibility and real-world advisor perspective to every episode.
Host-read mid-roll (60 sec) in every episode, logo in show notes, monthly social mention. Maximum 2 sponsors at this tier.
Pre-roll mention (30 sec) in every episode, link in show notes. Maximum 3 sponsors at this tier.
Single-episode sponsorship with host-read mid-roll (60 sec) and show notes placement. Ideal for product launches or announcements.
Solo episodes hosted by Zach Lundak, CFA, CFP®
30–45 minute episodes, released every Tuesday
Practical AI coverage framed for wealth management advisors
Distributed on Apple Podcasts, Spotify, and YouTube
Promoted to Barrett FP's existing audience and advisor network
100%
Wealth management advisors in the United States
Founding Title Sponsor
LIMITED · 1 AVAILABLE
Exclusive naming rights for Year One. Pre-roll mention every episode, host-read mid-roll (60 sec), logo in all episode artwork and show notes, dedicated launch episode feature, and social promotion.
$1,500/mo
Premier Sponsor
Affluent
Serve mass affluent to high-net-worth client segments
CRM automation
AI-Ready
Actively seeking to adopt or evaluate AI in their practice
SPONSORSHIP PACKAGES
EPISODE FORMAT
$750/mo
$400/mo
$250/ep
WHY SPONSOR
Sponsoring The Financial Advisor AI Podcast puts your brand in front of a highly targeted audience of wealth management professionals who are actively evaluating AI tools for their practice. Unlike broad finance media, every listener is a potential buyer or influencer in the advisor technology stack—and they're hearing about your product from a fellow practitioner they trust, not an ad read by a general-interest host.
The Financial Advisor AI Podcast · Barrett FP
Zach Lundak, CFA, CFP®
Supporting Sponsor
Episode Sponsor
Compliance & AI risk
Portfolio AI tools