Modern Financial Advisor
by finservMarketing
Latest episode
Get Recommended by ChatGPT: How One Podcast Appearance Doubled Paul…
Get Recommended by ChatGPT: How One Podcast Appearance Doubled Paul…
About this podcast
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.
Episodes
The newest 20 of 155 episodes
- Get Recommended by ChatGPT: How One Podcast Appearance Doubled Paul McManus’s Business · 59 min · Episode 155Paul McManus is back on the show with a new company name, a new look, and a bold message for advisors: the old SEO playbook is dead. Paul, Founder and CEO of Influential Advisor…
- Advisor Marketing Was Built for Compliance, Not for You with Charlie Van Derven of Social Advisors · 55 min · Episode 154Charlie Van Derven, President of Social Advisors and host of the RIA Collective podcast, joins Mike Langford to explain why so much of the marketing content built for financial…
- Pre-IPO investing isn't an advisor problem... it's a missing infrastructure problem. · 49 min · Episode 153Dean Rubino, Co-Founder and CEO of KPC Private Funds, joins Mike Langford to explain why the market is going direct to consumers and skipping advisors, what fiduciaries need…
- AI Just Exposed This Firm's HR Secrets — Here's How to Avoid It with John O'Connell of The Oasis Group · 54 min · Episode 152AI is already inside your firm, whether you planned for it or not — and John O'Connell has the data (and the horror stories) to prove it. John O'Connell, Founder & CEO of The…
- Why 'Curation Over Accumulation' Is the New Private Markets Playbook for Advisors with Frank Burke of PPB Capital Partners · 45 min · Episode 151Frank Burke, Chief Investment Officer at PPB Capital Partners, joins Mike Langford to unpack why private markets are having such a moment for financial advisors right now. Frank…
- Stop Being a Source and Start Being a Resource with Ben Lewis of The Financial Planning Association · 58 min · Episode 150Ben Lewis, Chief Communications and Development Officer at the Financial Planning Association (FPA), joins Mike Langford to make the case that the age of AI is actually the best…
- Fix This Before You Buy Another AI Tool for Your Financial Advisory Business with Kristefor Lysne · 49 min · Episode 149What does curling have to do with your firm's data infrastructure? More than you'd think. In this episode, Mike Langford sits down with Kristefor Lysne, President of Terrapin…
- Building Industry Cred by Saying Yes to Every Opportunity with Domenick D'Andrea · 28 min · Episode 148This episode almost didn't happen — it was recorded on the fly after Domenick D'Andrea introduced himself between sessions at the Nitrogen Fearless Investing Summit in Denver…
- Getting Your Financial Business Featured in the Media with Allie Zendrian of AtoZ Communications · 29 min · Episode 147What does it actually take to get your financial advisory business or fintech company featured in the media? According to Allie Zendrian — founder of AtoZ Communications and a…
- How Financial Advisors Can Win More Business Owner Clients · 31 min · Episode 146Between 40 and 55% of millionaires in the United States are business owners. That's one of the biggest opportunities in wealth management right now... and most advisors are…
- Why Your Clients Don't Need a 75-Page Report (And What to Give Them Instead) · 28 min · Episode 145What if the most powerful thing you could hand a client after a meeting isn't a detailed report... but something their spouse could actually understand? Alison Susko, VP of…
- "How Much Have You Got?" — Why the AUM Model Is on Borrowed Time | Bob Veres of Inside Information · 35 min · Episode 144What if the financial planning profession is more fragile than it looks? Recorded live at the Fearless Investing Summit by Nitrogen Wealth, Mike sits down with Bob Veres —…
- Why Modern Financial Advisors Must Offer Comprehensive Banking Solutions and Advice or Risk Losing Clients · 49 min · Episode 143Bob Clare spent 25 years inside Bank of America and Merrill Lynch before founding Fispoke — a complete embedded banking and lending platform built specifically for independent…
- Love Your Customer or Quit: The 4 Pillars of Client Experience That Actually Matter · 56 min · Episode 142Rich Walker, co-founder and CEO of Quik!, joins Mike Langford to share his four essential pillars for creating exceptional client experiences—including the provocative first…
- The AI Paradox: How a Notetaking App Is Making Financial Advisors More Human · 59 min · Episode 141What if AI could actually make you MORE human with your clients? Matt Halloran, Chief Evangelist at Zocks, joins Mike Langford to share a powerful paradox that's transforming…
- Alan Moore from XYPN Live on Entrepreneurship, Escape Velocity, and the RIA Fee-For-Service Revolution · 39 min · Episode 140The Future of Financial Advising: Alan Moore on XYPN's Growth, Fee-For-Service Models, and More In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits…
- Michael Kitces Explains How Financial Advisors Can Create Gravity to Attract Clients vs Fighting Time and Scale Constraints · 36 min · Episode 139Unlocking The Secrets to Scaling Your Financial Advisory Business - Michael Kitces on XYPN Live In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits…
- Building the Back Office of the Future: AI Agents and Operations Tech for Financial Advisors · 58 min · Episode 138In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by David Knoch, CEO of Docupace, to discuss the evolving landscape of financial advisory…
- Why RIAs That Take Workflow Management Seriously Are Growing 33% Faster Than Their Peers · 1 h 5 min · Episode 137How I Built and Sold My FinTech Startup: Louis Retief of Hubly on The Modern Financial Advisor Podcast In this episode of the Modern Financial Advisor Podcast, host Mike…
- Financial Advisors Who Embrace New Business Models and Adopt AI Today Will Be The Last Ones Standing · 1 h 2 min · Episode 136In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Steve Lockshin, founder of AdvicePeriod and Vanilla…
