Modern Financial Advisor

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 to a specific problem your ideal client is likely to have. Send the book to prospects. Ask them to read it prior to meeting with you. Then, have a productive initial meeting that is likely to result in closing a new client.

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 your client about their life insurance policy to help them make the best financial decision for their future.

David Wieland, CEO of Realized shares how financial advisors can tap into a $6 trillion market segment by adding investment property wealth management.

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.

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.

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 clients having more confidence and comfort in their financial journey.

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 successful firms are doing to help their younger financial advisors develop their presence with HNW clients.

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 a ton of fascinating insights for us to cover... whether you are looking to aggressively grow your business or you want to continue to run it as a thriving lifestyle business.. this is a great episode for you.

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 Tax Prep As A Services solution for the clients of independent financial advisors and RIAs. As Mike Langford explains, these value-add services are expanding the possibilities for client relationships and open the door for increased share of wallet.

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 Investment Management Trends”

Of particular interest is the adoption of outsourced solutions by independent financial advisors and RIAs and how outsourcing is helping to drive scalability.