Modern Financial Advisor

By finservMarketing

What's Modern Financial Advisor about?

The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.

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Modern Financial Advisor episodes:

06.10.2024
Why Financial Advisors Should Focus On Serving The Unique Needs Of Childfree Clients
Dr. Jay Zigmont, Founder and CEO of Childfree Wealth joins Mike Langford for a fascination conversation about the intricacies of providing comprehensive financial advice to childfree clients. They discuss the significant population of adults who do not have children and...
06.04.2024
Exploring The End-To-End Digital Transformation Of Wealth Management
Gauthier Vincent (GV), Senior Consulting Partner at Deloitte joins Mike Langford for an exploration of the digital transformation taking place in the wealth management industry. The conversation explores the impact of AI on wealth management, covering topics such as personalizing...
05.24.2024
How To Improve Your Financial Advisory Business One Week At A Time
Brian Margolis from Productivity Giant joins Mike Langford to discuss the importance of a simple weekly strategy for financial advisors to improve their productivity and achieve their goals. Brian emphasizes the need to focus on the right things and prioritize...
05.17.2024
How Financial Advisors Can Use Proxy Voting As A Service To Level Up
Simon Zais, a senior manager at Egan-Jones Proxy Services, joins Mike Langford on the Modern Financial Advisor Podcast to discuss the importance of "proxy voting as a service" for financial advisors. They explore how proxy voting can help advisors deliver...
05.10.2024
What Exactly Is Sustainable Investing? And Why Are Today's Clients Demanding It?
In this episode of the Modern Financial Advisor podcast, Mike Langford interviews Pete Krull, CEO of Earth Equity Advisors, about sustainable investing. They discuss the importance of sustainable investing for financial advisors and their clients, debunk common myths about sustainable...
05.01.2024
Why Financial Advisors Should Provide Simple Financial Health Metrics To Their Clients
Reese Harper, CEO of Elements, joins Mike Langford to discuss how financial advisors can use vital signs to improve client conversations and increase their comfort level around financial advice. Reese explains that vital signs are objective scores that measure various aspects...
03.27.2024
How Advisors Can Tap the Hidden Growth Potential in Their Clients’ Communities
What if you could expand your client roster by 300% without having to spend a fortune on marketing? This week's guest Beatriz Acevedo and her team at SUMA Wealth discovered a hidden growth gem by serving the Latinx community. It turns...
03.01.2024
Cracking The Code On Organic Growth For Financial Advisors
The lack of robust organic growth for financial advisors' businesses has been a key concern for industry leaders for years. On this episode of the podcast Tom Rieman, CEO and Founding Partner of PracticeI ntel shares what he believes is the key...
02.12.2024
Appreciating How Modern The Profession Of Financial Advisor Actually Is
There are financial advisors working today who are members of the first generation of people to ever call themselves financial advisors. Think about that! On this episode of the show, Matt Reiner returns to nerd out with Mike Langford about some...
12.02.2023
Protecting Your Clients And Your Firm From Financial Fraud
Andrew Crowell, Vice Chairman of Wealth Management at D.A. Davidson returns to the show to share some eye popping facts about the prevalence of financial fraud. Andrew and Mike Langford also explore what financial advisors can do to protect their...
11.17.2023
How Financial Advisors Can Boost Business Development
Dr. Jean Oursler "The Results Queen" explains how our caveman brains often get in the way of our ability to develop our businesses to the fullest. However, simple changes to a financial advisor's approach to his or her business development...
10.27.2023
Why Every Financial Advisor Needs An Executive Assistant
It may sound hyperbolic but the reality is the advisor who tries to do everything his or herself... is bound to let some important things fall off the table. And as Gina Cotner, CEO of Athena Executive Services explains... it's...
10.19.2023
How Financial Advisors Can Help Clients Manage The Gap Between What They Think Is Happening And What Is Actually Happening
James Beam, President of TD Private Client Wealth breaks down a common challenge that clients of today's financial advisors face... information overload that often results in clients having a distorted picture of what is actually happening in the world. Jim...
10.13.2023
Want To Offer Better Financial Advice To Your Clients? Start With Checklists And Flowcharts
Michael Lecours, CFP® says that the origin story of fpPathfinder, a company he co-founded with Michael Kitces, is a bit humbling. He found that he was routinely forgetting to ask the right questions or giving slightly incorrect answers or missing...
09.22.2023
Why Writing A Short Book Can Help Financial Advisors Win New Clients
Paul McManus, creator of The Short Book Formula and CEO of More Clients More Fun shares how he helps financial advisors write short books to attract their ideal clients. The concept is simple, write a short book that articulates the solution...
05.25.2023
Unlocking The Hidden AUM Opportunity That Can Transform Your Client's Financial Future
Lucas Siegel, CEO of Harbor Life Settlements joins Mike Langford to share how financial advisors can help their clients unlock assets that are lying dormant and unproductive in their life insurance policy. Lucas also shares the simple question to ask...
05.08.2023
How Financial Advisors Can Tap Into The Last Segment Of The Household Balance Sheet
David Wieland, CEO of Realized shares how financial advisors can tap into a $6 trillion market segment by adding investment property wealth management.
04.27.2023
How Financial Advisors Can Reduce Paperwork And Supercharge Their Productivity
Ryan George, Chief Marketing Officer of Docupace joins Mike Langford to share how new digital document technologies are allowing financial advisors to automate the repapering process for transitions, improve productivity, and increase the speed of the new client onboarding process....
04.04.2023
How Leaning Into Your Strengths As A Financial Advisor Can Unlock Hidden Business Potential
Danielle White, CEO of Myriad Advisor Solutions joins Mike Langford to explore how RIAs can focus on leaning on their strengths by leveraging the capabilities of skilled outsourced providers.
03.16.2023
Why Helping Clients Better Understand Risk Is A Powerful Growth Strategy For Financial Advisors
Aaron Klein, CEO of Riskalyze shares how financial advisors can grow their business... in terms of winning new clients, increasing share of wallet, and reducing client attrition by getting better at helping clients understand risk. It all boils down to...
03.09.2023
What Financial Advisors Can Learn By Studying Client Behaviors And Preferences
Mark Gochnour, Head of Global Client Services at Dimensional Fund Advisors explores some of the discoveries he and his team have made about client preferences and behaviors via DFA's most recent "Global Investor Study". Mark also shares some interesting insights on what...
02.02.2023
Marketing Trends Financial Advisors Are Using To Grow Their Businesses
Kevin Darlington, the General Manager and Head of Broadridge Advisor Solutions joins Mike Langford for a deep dive on advisor marketing trends. Kevin and his team at Broadridge recently released their 4th annual report on advisor marketing trends and there is...
12.19.2022
Using Outsourced Tax Preparation Services To Grow Your Financial Advisory Business
Brian Nuttall and Rick Wilkens from Elevate CPA Group return to the show for a fascinating conversation that fits right into a trend that seems to a frequent topic as of late. The team at Elevate is rolling out a new...
12.07.2022
How Financial Advisors Are Increasing The Scalability Of Their Businesses With Outsourcing
Laura Gregg, Senior Vice President and Director of Practice Management & Advisor Research at FlexShares ETFs shares the findings from her team's latest study titled "The Race to Scalability 2022 - Current Insights from 12 years of Advisor Research on...
11.09.2022
How Coaching Principles Can Help Advisors Achieve More
Matt Spielman, Founder and Head Coach at Inflection Point Partners shares how financial advisors can leverage coaching principles in their business to achieve more in their careers and personal lives while also providing higher quality service to their clients.
10.19.2022
Advisor Financing For Partial Sales and Succession Planning
Greg Prokott and Samatha Angell, Managing Partners at Advisor Financing LLC make the case for why financial advisors should consider a partial sale of their business to ensure the continuity of their firm. Greg and Sam also offered a detailed...
10.07.2022
Solving The Three Biggest Problems Facing Financial Advisors
Julie Pinkerton, CEO of ClientFirst by Evozen sat down with Mike Langford to explore how "community" can solve three of the biggest problems facing financial advisors today.
05.27.2022
How To Secure Financing For Your RIA Or Multi-Advisor Wealth Management Firm
Jeff Conyer, CEO of Wealth Advisor Financing joins Mike Langford for an expansive conversation about how financial advisors and RIA firms can secure the financing they need for M&A; deals and succession.
04.29.2022
How Financial Advisors Can Grow Beyond Being Accidental Business Owners
Robert Russo, CEO of Independent Advisor Alliance joins Mike Langford for an in-depth conversation about how financial advisors can navigate the transition from "accidental business owners" to owners of high-performing wealth management firms.
04.11.2022
Why Helping Clients Build Wealth Is Smart Business For Financial Advisors
Calvin Williams Jr, CEO of Freeman Capital shares why he sees massive opportunity in serving overlooked financial consumer segments who need help building wealth.
03.31.2022
Serving Women Investors Better Is A Recipe For Growth For Financial Advisors
Lacy Garcia, Founder and CEO of Willow sheds some light on the tremendous opportunities available to financial advisors who learn to serve women investors better. With 70% of widows changing advisors after the death of a spouse and 80% of...
03.17.2022
What Younger Investors Expect Of Their Financial Advisors
Natalie Wolfsen, CEO of AssetMark shares some key insights into the expectations millennial and Gen Z investors have of their financial advisors. She also offers some key strategies for advisors to scale their business and provide a more modern service...
03.09.2022
How RIAs Can Avoid A High RON By Investing In A Few Cybersecurity Basics
David Kakish, CEO of RIA WorkSpace says that financial advisors often like to ask about the ROI of investing in cybersecurity solutions... that's the wrong question. They should be asking what's the RON (Return On Negligence) of not investing in...
02.23.2022
Helping Advisors Thrive At Work, At Home, and In Their Community
Kyle Simpson, Head of Field Strategy at FS Investments joins Jeremi Karnell and Mike Langford to explore the benefits of investing in programs designed to help financial advisors thrive in all areas of their lives. The key takeaway? A well-rounded...
02.14.2022
How To Host A Successful Online Event As A Financial Advisor
Chuck Failla, CEO of Sovereign Financial Group shares how what was supposed to be a small online event that he was going to host for 20 to 30 folks grew to a large national event with premier speakers from the...
02.02.2022
How Financial Advisors Can Grow Their Business by Serving Entrepreneurs In Transition
Laurie Barkman, CEO of Small Dot Big makes the case for why financial advisors should focus on serving entrepreneurs and business owners who are selling or retiring. Laurie and Mike Langford also explore how financial advisors can attract entrepreneurs and...
01.24.2022
Financial Advisors Can Finally Embrace Client Testimonials
Brian Thorp from Wealthtender explains how financial advisors can embrace client testimonials and endorsements from referral partners, friends, and their wider network thanks to new recent SEC rule changes. Brian and Mike Langford also discuss how financial advisors can level...
12.17.2021
How Financial Advisors Can Grow Their Business To Over $1 Billion In AUM In 10 Years
Gil Baumgarten as a solo advisor grew his business from $200 million AUM to over $1.2 billion AUM in only 10 years. His firm, Segment Wealth Management has only 9 employees serving 210 households and operates as an "extraordinarily simple...
11.24.2021
Scaling Your Financial Advisory Firm Amid Industry Consolidation
Pepper Anderson, President and CEO of Chilton Trust shares her insights on how modern financial advisory firms can scale in the face of a rapidly changing business environment.
11.18.2021
Most Advisors Are Not Growing Their Business - Here's Why That's a Problem
Kieran Bol, Head of Platform Operations at PriceMetrix by McKinsey joins Mike Langford for a deep dive into "The State of The North American Retail Wealth Management" market. Specifically, Kieran and Mike examine the lack of real growth for individual...
10.21.2021
How To Ensure Your Wealth Management Firm is "Sale Ready"
If you wanted to sell your RIA or independent financial advisory business to an internal successor or a third party would you be able to? Josh Patrick, Founding Principal at Stage 2 Planning Partners and author of "Sale Ready Company"...
10.08.2021
Using Compassion As A Tool For Business Growth and Stability
Land Bridgers, CEO of Integrated Financial Group (IFG) shares how the use of compassion has become a core cultural strength for his firm when it comes to recruiting new financial advisors and clients. Additionally, because compassion is a fundamental ethos...
09.27.2021
Transitioning a Financial Advisory Business for Continued Growth
Bill Trigleth, Executive Director of Certifications at Cannon Financial Institute offers an actionable roadmap for transitioning a financial advisory business from one that relies on product sales and AUM to a modern firm that serves clients more holistically.
09.10.2021
How Diversity, Equity, and Inclusion Add Value to a Modern Financial Advisory Business
Laura Gregg, Senior Vice President, and Director of Practice Management & Advisor Research at Northern Trust’s FlexShares ETFs joins Mike Langford to share some powerful results from a new survey the firm conducted on diversity, equity, and inclusion.
09.02.2021
How Truelytics and Consultants Work Together
The ecosystem of consultants and professional services providers who work with RIAs and independent financial advisors is extensive. Yet, most providers lack the ability to evaluate the value and performance of a modern financial advisory firm. In this episode of The...
07.30.2021
Why Financial Advisors Should Teach Financial Literacy
Andrew Crowell, Vice Chairman of Wealth Management at D.A. Davidson & Co. shares why financial advisors should actively participate in educating their community on the concepts of financial literacy.
07.23.2021
How to Increase the Value of a Financial Advisory Business with Tax Planning Services
Most financial advisors do not offer tax planning and strategy services to their clients. Why? Well, according to Steven Jarvis, CEO of Retirement Tax Services the answer is simple. Most advisors aren't CPAs and they lack the skills "in-house" to...
06.30.2021
How to Build a Niche-Focused Financial Advisory Business that Scales
Nick Cantrell, CEO of Green Future Wealth Management shares how he founded a rapidly growing financial advisory firm that focuses on serving clients who value ESG investing.
06.10.2021
Navigating Transitions with Jeff Hamaoui of Modern Elder Academy
Jeff Hamaoui, Co-founder, Chief Education & Innovation Officer of Modern Elder Academy joins Jeremi Karnell, CEO of Truelytics, and Mike Langford for a fascinating and fun conversation about navigating life transitions.
05.27.2021
Why some RIA Firm Purchases Fail and Others Flourish
Brian Nuttall, Joe DeMarco, and Rick Wilkens of Elevate CPA Group return to the show to join Mike Langford for an exploration of what an RIA or independent financial advisor can do to ensure they succeed when buying another RIA...

What's Modern Financial Advisor about?

Download our free app to listen on your phone

Modern Financial Advisor episodes:

Why Financial Advisors Should Focus On Serving The Unique Needs Of Childfree Clients

Exploring The End-To-End Digital Transformation Of Wealth Management

How To Improve Your Financial Advisory Business One Week At A Time

How Financial Advisors Can Use Proxy Voting As A Service To Level Up

What Exactly Is Sustainable Investing? And Why Are Today's Clients Demanding It?

Why Financial Advisors Should Provide Simple Financial Health Metrics To Their Clients

How Advisors Can Tap the Hidden Growth Potential in Their Clients’ Communities

Cracking The Code On Organic Growth For Financial Advisors

Appreciating How Modern The Profession Of Financial Advisor Actually Is

Protecting Your Clients And Your Firm From Financial Fraud

How Financial Advisors Can Boost Business Development

Why Every Financial Advisor Needs An Executive Assistant

How Financial Advisors Can Help Clients Manage The Gap Between What They Think Is Happening And What Is Actually Happening

Want To Offer Better Financial Advice To Your Clients? Start With Checklists And Flowcharts

Why Writing A Short Book Can Help Financial Advisors Win New Clients

Unlocking The Hidden AUM Opportunity That Can Transform Your Client's Financial Future

How Financial Advisors Can Tap Into The Last Segment Of The Household Balance Sheet

How Financial Advisors Can Reduce Paperwork And Supercharge Their Productivity

How Leaning Into Your Strengths As A Financial Advisor Can Unlock Hidden Business Potential

Why Helping Clients Better Understand Risk Is A Powerful Growth Strategy For Financial Advisors

What Financial Advisors Can Learn By Studying Client Behaviors And Preferences

Marketing Trends Financial Advisors Are Using To Grow Their Businesses

Using Outsourced Tax Preparation Services To Grow Your Financial Advisory Business

How Financial Advisors Are Increasing The Scalability Of Their Businesses With Outsourcing

How Coaching Principles Can Help Advisors Achieve More

Advisor Financing For Partial Sales and Succession Planning

Solving The Three Biggest Problems Facing Financial Advisors

How To Secure Financing For Your RIA Or Multi-Advisor Wealth Management Firm

How Financial Advisors Can Grow Beyond Being Accidental Business Owners

Why Helping Clients Build Wealth Is Smart Business For Financial Advisors

Serving Women Investors Better Is A Recipe For Growth For Financial Advisors

What Younger Investors Expect Of Their Financial Advisors

How RIAs Can Avoid A High RON By Investing In A Few Cybersecurity Basics

Helping Advisors Thrive At Work, At Home, and In Their Community

How To Host A Successful Online Event As A Financial Advisor

How Financial Advisors Can Grow Their Business by Serving Entrepreneurs In Transition

Financial Advisors Can Finally Embrace Client Testimonials

How Financial Advisors Can Grow Their Business To Over $1 Billion In AUM In 10 Years

Scaling Your Financial Advisory Firm Amid Industry Consolidation

Most Advisors Are Not Growing Their Business - Here's Why That's a Problem

How To Ensure Your Wealth Management Firm is "Sale Ready"

Using Compassion As A Tool For Business Growth and Stability

Transitioning a Financial Advisory Business for Continued Growth

How Diversity, Equity, and Inclusion Add Value to a Modern Financial Advisory Business

How Truelytics and Consultants Work Together

Why Financial Advisors Should Teach Financial Literacy

How to Increase the Value of a Financial Advisory Business with Tax Planning Services

How to Build a Niche-Focused Financial Advisory Business that Scales

Navigating Transitions with Jeff Hamaoui of Modern Elder Academy

Why some RIA Firm Purchases Fail and Others Flourish

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