Modern Financial Advisor

There are a lot of parallels between high-performing wealth management firms with top-performing advisors and the top teams and their drivers in auto racing. In this episode, Mike Langford explores what broker-dealers and RIAs can do to emulate the elite teams in Formula 1, Nascar, NHRA, and World Endurance Championship racing to produce advisors that outperform their peers.

Dan Mayes, SVP of Succession Planning and Business Acquisition at Cetera Financial Group joins Mike Langford for a conversation about how one of the world's largest independent broker-dealers is helping their advisors protect their business. The firm's innovative Legacy Builder Progam and Advisor Resiliency Pack are two programs helping advisors through a challenging time and protecting the long-term value of their business.

Catherine Williams, VP and Head of Practice Management at Dimensional Fund Advisors (DFA) and Tom Orecchio, CEO of Modera Wealth Management join Terry Mullen, CEO of Truelytics for a conversation on the value of benchmarking for RIAs and independent financial advisors.

The conversation is moderated by Mike Langford.

Eli Gassert, Chief Technology Officer of Truelytics shares his vision and approach for the rapid development of new technology solutions for a fast-changing wealth management industry. In a space where it is commonly expected to have technologies take years to develop and deploy, Eli explains how it is possible to shrink that time down to a matter of weeks.

The Coronavirus Aid, Relief and Economic Security (CARES) Act has opened up the opportunity for independent financial advisors, RIAs, and other wealth management firms to access emergency capital as a mechanism to cushion their businesses during this time of economic crisis. Mike Langford is joined by Scott Wetzel of SkyView Partners to take an initial look at the details with an effort to help the Truelytics community get started exploring the programs for their businesses.

Financial advisors and their clients are likely feeling a lot of anxiety in the face of the COVID-19 pandemic and its impact on the economy and society. As a wealth management leader or individual financial advisor, you have an important role to play as a leader. In this podcast, Mike Langford shares some action steps you can take to project leadership and a sense of calm during this time of crisis.

Brad Bergdahl and Brennen Bergdahl of Premier Wealth Management Group sit down with Mike Langford to share how the succession planning process transformed their business. Not only did it secure Brad's legacy but it also set in motion a future for Brennen and the other members of the team. This, in turn, has allowed them to focus on growth.

Terry Mullen, CEO and Co-Founder of Truelytics joins Mike Langford to explore the urgent need to improve the financial advisor recruiting process.

As the pace of advisor transitions and mergers & acquisitions for RIAs picks up in the new decade, the need for financing options to facilitate these moves will increase. In this episode of the Modern Financial Advisor podcast, Mike Langford is joined by Scott Wetzel of SkyView Partners to explore the new range of financing options that are available to advisors.

Recruiting financial advisors to your broker-dealer or RIA firm requires an in-depth understanding of what drives the advisor on an emotional level. Changing firms is a big, risky move for an advisor's business and few enter into that decision lightly.

In this episode of the Modern Financial Advisor podcast, Mike Langford is joined by recruiting expert Matthew Bassuk to explore the history of recruiting in the wealth management industry and look at where things are headed.