Modern Financial Advisor
By finservMarketing
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Category: Investing
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Subscribers: 11
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Episodes: 155
Description
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.
| Episode | Date |
|---|---|
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Get Recommended by ChatGPT: How One Podcast Appearance Doubled Paul McManus’s Business
|
Oct 23, 2026 |
|
Advisor Marketing Was Built for Compliance, Not for You with Charlie Van Derven of Social Advisors
|
Oct 15, 2026 |
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Pre-IPO investing isn't an advisor problem... it's a missing infrastructure problem.
|
Oct 08, 2026 |
|
AI Just Exposed This Firm's HR Secrets — Here's How to Avoid It with John O'Connell of The Oasis Group
|
Oct 01, 2026 |
|
Why 'Curation Over Accumulation' Is the New Private Markets Playbook for Advisors with Frank Burke of PPB Capital Partners
|
Sep 24, 2026 |
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Stop Being a Source and Start Being a Resource with Ben Lewis of The Financial Planning Association
|
Sep 16, 2026 |
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Fix This Before You Buy Another AI Tool for Your Financial Advisory Business with Kristefor Lysne
|
Sep 10, 2026 |
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Building Industry Cred by Saying Yes to Every Opportunity with Domenick D'Andrea
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Jul 07, 2026 |
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Getting Your Financial Business Featured in the Media with Allie Zendrian of AtoZ Communications
|
Jun 04, 2026 |
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How Financial Advisors Can Win More Business Owner Clients
|
May 28, 2026 |
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Why Your Clients Don't Need a 75-Page Report (And What to Give Them Instead)
|
May 26, 2026 |
|
"How Much Have You Got?" — Why the AUM Model Is on Borrowed Time | Bob Veres of Inside Information
|
May 19, 2026 |
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Why Modern Financial Advisors Must Offer Comprehensive Banking Solutions and Advice or Risk Losing Clients
|
Mar 13, 2026 |
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Love Your Customer or Quit: The 4 Pillars of Client Experience That Actually Matter
|
Mar 07, 2026 |
|
The AI Paradox: How a Notetaking App Is Making Financial Advisors More Human
|
Feb 17, 2026 |
|
Alan Moore from XYPN Live on Entrepreneurship, Escape Velocity, and the RIA Fee-For-Service Revolution
|
Oct 16, 2025 |
|
Michael Kitces Explains How Financial Advisors Can Create Gravity to Attract Clients vs Fighting Time and Scale Constraints
|
Oct 16, 2025 |
|
Building the Back Office of the Future: AI Agents and Operations Tech for Financial Advisors
|
Oct 05, 2025 |
|
Why RIAs That Take Workflow Management Seriously Are Growing 33% Faster Than Their Peers
|
Sep 25, 2025 |
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Financial Advisors Who Embrace New Business Models and Adopt AI Today Will Be The Last Ones Standing
|
Sep 17, 2025 |
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How AI Will Power a New Era of Hyper Growth for Financial Advisors and Wealth Management Firms
|
Sep 05, 2025 |
|
The Psychology of Prospecting: How VRGL Helps Advisors Win More Clients
|
Jul 22, 2025 |
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Redefining Advisor Growth: Dan Zitting on Eliminating Friction and Building Client Confidence
|
Jul 10, 2025 |
|
From Dumb Money to Dynamic Insights – How Pebble is Reinventing Portfolio Conversations with AI
|
Jun 29, 2025 |
|
Why Serving Business Owners is the Secret Sauce to Building a Vibrant Wealth Management Firm
|
Jun 24, 2025 |
|
Why a Financial Advisor’s CRM Choice May Be Much More Important Than Which Broker-Dealer They Choose
|
Jun 12, 2025 |
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How Behavioral Portfolio Management and Honest Communication Can Transform Client Relationships
|
May 14, 2025 |
|
Seminar Marketing Mastery for Financial Advisors with Greg Bogich, CEO of AcquireUp
|
May 01, 2025 |
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Is It Time for Financial Advisors to Rethink Their Assumptions About Asset Allocation Models?
|
Apr 24, 2025 |
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What If Financial Advisors Have Been Using the Wrong Methodology for Retirement Planning?
|
Apr 17, 2025 |
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Why RIAs and Independent Financial Advisors Who Add Banking Services are Poised for Rapid Growth
|
Apr 08, 2025 |
|
The Evolving Role of a Financial Advisor in an AI-Driven World
|
Mar 26, 2025 |
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Why the Timing is Right for Financial Advisors to Embrace Managing Digital Assets for Their Clients
|
Mar 13, 2025 |
|
How Financial Advisors Can Help Clients Navigate The Black Box of Healthcare Costs
|
Mar 06, 2025 |
|
Why Asking The Right Questions About Your Client’s Values Often Leads to Higher Quality Financial Advice
|
Jan 24, 2025 |
|
Solving the Biggest Tech Problem in Wealth Management by Creating True Ownership of Your Firm’s Data
|
Dec 13, 2024 |
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How Financial Advisors Can Build Better Client Relationships by Leveraging Technology
|
Nov 01, 2024 |
|
Strategies For Growing a Financial Advisory Business Without Adding New Clients
|
Sep 19, 2024 |
|
A New Unified Managed Account Platform That Makes It Easy For Financial Advisors To Customize and Scale
|
Sep 12, 2024 |
|
Why Financial Advisors Need a Cybersecurity Swat Team to Respond to The Inevitable
|
Sep 05, 2024 |
|
How An Innovative New Solution For Donor Advised Funds Is Helping Financial Advisors Build Deeper Relationships With Client Households
|
Aug 29, 2024 |
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How Financial Advisors Can Help Protect the Privacy, Security, and Reputation of Their Wealthy Clients
|
Aug 21, 2024 |
|
Why Long-Term Care Insurance Should Likely Be A Part Of Every Client’s Financial Plan
|
Aug 01, 2024 |
|
How To Grow Your Financial Advisory Business By Helping Business Owners Sell Theirs
|
Jul 30, 2024 |
|
Reimagining Estate Planning As Helping Clients Make Premade Decisions For Their Loved Ones
|
Jul 23, 2024 |
|
One Man's Mission To Make It Easy For Financial Advisors To Go RIA
|
Jul 09, 2024 |
|
Why Financial Advisors Should Focus On Serving The Unique Needs Of Childfree Clients
|
Jun 10, 2024 |
|
Exploring The End-To-End Digital Transformation Of Wealth Management
|
Jun 04, 2024 |
|
How To Improve Your Financial Advisory Business One Week At A Time
|
May 24, 2024 |
|
How Financial Advisors Can Use Proxy Voting As A Service To Level Up
|
May 17, 2024 |
|
What Exactly Is Sustainable Investing? And Why Are Today's Clients Demanding It?
|
May 10, 2024 |
|
Why Financial Advisors Should Provide Simple Financial Health Metrics To Their Clients
|
May 01, 2024 |
|
How Advisors Can Tap the Hidden Growth Potential in Their Clients’ Communities
|
Mar 27, 2024 |
|
Cracking The Code On Organic Growth For Financial Advisors
|
Mar 01, 2024 |
|
Appreciating How Modern The Profession Of Financial Advisor Actually Is
|
Feb 12, 2024 |
|
Protecting Your Clients And Your Firm From Financial Fraud
|
Dec 02, 2023 |
|
How Financial Advisors Can Boost Business Development
|
Nov 17, 2023 |
|
Why Every Financial Advisor Needs An Executive Assistant
|
Oct 27, 2023 |
|
How Financial Advisors Can Help Clients Manage The Gap Between What They Think Is Happening And What Is Actually Happening
|
Oct 19, 2023 |
|
Want To Offer Better Financial Advice To Your Clients? Start With Checklists And Flowcharts
|
Oct 13, 2023 |
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Why Writing A Short Book Can Help Financial Advisors Win New Clients
|
Sep 22, 2023 |
|
Unlocking The Hidden AUM Opportunity That Can Transform Your Client's Financial Future
|
May 25, 2023 |
|
How Financial Advisors Can Tap Into The Last Segment Of The Household Balance Sheet
|
May 08, 2023 |
|
How Financial Advisors Can Reduce Paperwork And Supercharge Their Productivity
|
Apr 27, 2023 |
|
How Leaning Into Your Strengths As A Financial Advisor Can Unlock Hidden Business Potential
|
Apr 04, 2023 |
|
Why Helping Clients Better Understand Risk Is A Powerful Growth Strategy For Financial Advisors
|
Mar 16, 2023 |
|
What Financial Advisors Can Learn By Studying Client Behaviors And Preferences
|
Mar 09, 2023 |
|
Marketing Trends Financial Advisors Are Using To Grow Their Businesses
|
Feb 02, 2023 |
|
Using Outsourced Tax Preparation Services To Grow Your Financial Advisory Business
|
Dec 19, 2022 |
|
How Financial Advisors Are Increasing The Scalability Of Their Businesses With Outsourcing
|
Dec 07, 2022 |
|
How Coaching Principles Can Help Advisors Achieve More
|
Nov 09, 2022 |
|
Advisor Financing For Partial Sales and Succession Planning
|
Oct 19, 2022 |
|
Solving The Three Biggest Problems Facing Financial Advisors
|
Oct 07, 2022 |
|
How To Secure Financing For Your RIA Or Multi-Advisor Wealth Management Firm
|
May 27, 2022 |
|
How Financial Advisors Can Grow Beyond Being Accidental Business Owners
|
Apr 29, 2022 |
|
Why Helping Clients Build Wealth Is Smart Business For Financial Advisors
|
Apr 11, 2022 |
|
Serving Women Investors Better Is A Recipe For Growth For Financial Advisors
|
Mar 31, 2022 |
|
What Younger Investors Expect Of Their Financial Advisors
|
Mar 17, 2022 |
|
How RIAs Can Avoid A High RON By Investing In A Few Cybersecurity Basics
|
Mar 09, 2022 |
|
Helping Advisors Thrive At Work, At Home, and In Their Community
|
Feb 23, 2022 |
|
How To Host A Successful Online Event As A Financial Advisor
|
Feb 14, 2022 |
|
How Financial Advisors Can Grow Their Business by Serving Entrepreneurs In Transition
|
Feb 02, 2022 |
|
Financial Advisors Can Finally Embrace Client Testimonials
|
Jan 24, 2022 |
|
How Financial Advisors Can Grow Their Business To Over $1 Billion In AUM In 10 Years
|
Dec 17, 2021 |
|
Scaling Your Financial Advisory Firm Amid Industry Consolidation
|
Nov 24, 2021 |
|
Most Advisors Are Not Growing Their Business - Here's Why That's a Problem
|
Nov 18, 2021 |
|
How To Ensure Your Wealth Management Firm is "Sale Ready"
|
Oct 21, 2021 |
|
Using Compassion As A Tool For Business Growth and Stability
|
Oct 08, 2021 |
|
Transitioning a Financial Advisory Business for Continued Growth
|
Sep 27, 2021 |
|
How Diversity, Equity, and Inclusion Add Value to a Modern Financial Advisory Business
|
Sep 10, 2021 |
|
How Truelytics and Consultants Work Together
|
Sep 02, 2021 |
|
Why Financial Advisors Should Teach Financial Literacy
|
Jul 30, 2021 |
|
How to Increase the Value of a Financial Advisory Business with Tax Planning Services
|
Jul 23, 2021 |
|
How to Build a Niche-Focused Financial Advisory Business that Scales
|
Jun 30, 2021 |
|
Navigating Transitions with Jeff Hamaoui of Modern Elder Academy
|
Jun 10, 2021 |
|
Why some RIA Firm Purchases Fail and Others Flourish
|
May 27, 2021 |
|
How to Grow Your Financial Advisory Firm by Acquiring Other Advisors' Books of Business
|
May 08, 2021 |
|
Leveraging Data and Platform-Based Solutions for Financial Advisor Growth
|
Apr 26, 2021 |
|
How RIAs Can Acquire A Practice With Greater Speed and Less Cost
|
Apr 05, 2021 |
|
Helping Your Clients Prepare for Estate Executor Duties
|
Mar 12, 2021 |
|
The Value of Financial Planning and Exit Coaching for Financial Advisors
|
Mar 01, 2021 |
|
Episode 54 - Jeremi Karnell and Scott Wetzel on Financial Advisor Transition Trends
|
Feb 23, 2021 |
|
Using Virtual Events and Digital Marketing to Help Financial Advisors Grow
|
Feb 05, 2021 |
|
How to Leverage a CPA Firm to Grow Your RIA Business
|
Jan 26, 2021 |
|
Episode 51 - The Power of Personalized Content for Winning New Clients
|
Jan 05, 2021 |
|
Episode 50 - Transitioning and Transforming a Wealth Management Firm
|
Dec 18, 2020 |
|
Episode 49 - Exploring The Zen Of Business Acquisitions
|
Dec 08, 2020 |
|
How to Rapidly Grow a New Financial Advisory Business
|
Nov 11, 2020 |
|
How Financial Advisors Can Learn From Startups to Create a Better Client Experience
|
Oct 27, 2020 |
|
Episode 46 - Tony Stich of Advicent NaviPlan on the Evolution and Future of Financial Planning
|
Oct 15, 2020 |
|
Episode 45 - How Financial Advisors and RIAs Can Use Storytelling in the M&A Process
|
Sep 08, 2020 |
|
Episode 44 - How Financial Advisors and RIAs Can Increase Profitability by Using a Digital Assistant
|
Aug 26, 2020 |
|
Episode 43 - The Future of the OSJ Model for Independent Financial Advisors with Jason Gallagher
|
Aug 14, 2020 |
|
Episode 42 - Leadership During Our New "Work From Home" Reality with Tammy Robbins
|
Aug 05, 2020 |
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Episode 41 - How RIAs Can Make Big Gains By Thinking Small with Shauna Mace
|
Jul 24, 2020 |
|
Episode 40 - Using AI to Create Custom Portfolios That Are As Easy As Model Portfolios
|
Jul 17, 2020 |
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Episode 39 - How RIAs Can Dramatically Improve Their Performance
|
Jul 13, 2020 |
|
Episode 38 - The Importance of a Target Market for RIAs and Smaller Broker Dealers
|
Jun 19, 2020 |
|
Episode 37 - How to Become Your Own Wealthiest Client with Dan Cuprill of Advisor Architect
|
Jun 01, 2020 |
|
Episode 36 - How The Pandemic Might Affect Valuations For Financial Advisory Business Sales
|
May 18, 2020 |
|
Episode 35 - What Wealth Management Firms Can Learn From Auto Racing Teams
|
May 13, 2020 |
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Why Protecting Financial Advisors’ Businesses is Good Business for Broker Dealers
|
May 01, 2020 |
|
The Value of Benchmarking for RIAs and Independent Financial Advisors
|
Apr 24, 2020 |
|
Episode 32 - Eli Gassert On Rapid Technology Solution Development for Wealth Management
|
Apr 17, 2020 |
|
Episode 31 - How Financial Advisors and RIAs Can Benefit From the CARES Act
|
Apr 01, 2020 |
|
Episode 30 - How to Demonstrate Leadership and Calm Fears During a Time of Crisis
|
Mar 22, 2020 |
|
Episode 29 - How Succession Planning Helped Advisors Grow Their Business
|
Mar 03, 2020 |
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Episode 28 - Recruiting and Retaining Financial Advisors with Terry Mullen of Truelytics
|
Feb 03, 2020 |
|
Episode 27 - New Business Financing Options Available To Financial Advisors and RIAs
|
Dec 31, 2019 |
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Episode 26 - Recruiting Financial Advisors is a Game of Motivational Awareness
|
Dec 21, 2019 |
|
Episode 25 - How to get clients as a financial advisor by looking beyond the 1%
|
Nov 20, 2019 |
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Episode 24 - How Zero Dollar Trade Commissions Affect Financial Advisors
|
Nov 05, 2019 |
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Episode 23 - How financial advisors can use their websites to convert prospects to clients
|
Oct 23, 2019 |
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Episode 22 - What holds many advisors and agents back from growing their practice into a business?
|
Sep 27, 2019 |
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Episode 21 - Make Your Wealth Management Business Easy to Work With and Work For
|
Sep 11, 2019 |
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Episode 20 - How to Close Clients Faster with Technology
|
Aug 26, 2019 |
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Episode 19 - How to Attract Millennial Advisors to Your Wealth Management Firm
|
Aug 15, 2019 |
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Episode 18 - Why Details Matter for your Wealth Management or Insurance Business
|
Aug 01, 2019 |
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Episode 17 - Valuation: Getting Beyond a Reasonable Doubt
|
Jul 23, 2019 |
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Episode 16 - Considering the Strategic Value in a Wealth Management Business Acquisition
|
Jul 14, 2019 |
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Episode 15 - Kirsten Petras on the acquisition activity increase in wealth management
|
Jun 10, 2019 |
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Episode 14 - Kelli Cruz on the importance of talent wealth for successful business transitions
|
May 28, 2019 |
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Episode 13 - Victor Gaxiola of Tech Girl Financial on using social media to increase your valuation
|
Apr 04, 2019 |
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Episode 12 - Brian Margolis of Productivity Giant on Growing Your Business by Simplifying It
|
Mar 14, 2019 |
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Episode 11 - Ivan Barretto of RIA Compliance Concepts on using compliance for a strategic edge
|
Feb 20, 2019 |
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Episode 10 - Jamie Wise of Buzz Indexes on using sentiment analysis and AI to beat the S&P 500
|
Jan 30, 2019 |
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Episode 9 Grant Hicks of Advisor Practice Management on Increasing Client Value
|
Jan 18, 2019 |
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Episode 8 - Henry Yoshida of Rocket Dollar on the value of alternative investments in IRAs
|
Jan 03, 2019 |
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Episode 7 - Jeremi Karnell on digital transformation and blockchain
|
Dec 10, 2018 |
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Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms
|
Nov 14, 2018 |
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Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms
|
Nov 06, 2018 |
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Episode 4 - Special Guest Shane Morrow of IronBridge Wealth Counsel
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Oct 26, 2018 |
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Episode 3 - What makes a wealth management firm valuable? Jeff Miller of Truelytics
|
Oct 10, 2018 |
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Episode 2 - Practice Management with Carla McCabe of Truelytics
|
Sep 24, 2018 |
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Episode 1 - The Truelytics Origin Story with Terry Mullen
|
Sep 16, 2018 |