Modern Financial Advisor
Episodes
Why Modern Financial Advisors Must Offer Comprehensive Banking Solutions and Advice or Risk Losing Clients
13 Mar 2026
Contributed by Lukas
Bob Clare spent 25 years inside Bank of America and Merrill Lynch before founding Fispoke — a complete embedded banking and lending platform built s...
Love Your Customer or Quit: The 4 Pillars of Client Experience That Actually Matter
07 Mar 2026
Contributed by Lukas
Rich Walker, co-founder and CEO of Quik!, joins Mike Langford to share his four essential pillars for creating exceptional client experiences—includ...
The AI Paradox: How a Notetaking App Is Making Financial Advisors More Human
17 Feb 2026
Contributed by Lukas
What if AI could actually make you MORE human with your clients? Matt Halloran, Chief Evangelist at Zocks, joins Mike Langford to share a powerful pa...
Alan Moore from XYPN Live on Entrepreneurship, Escape Velocity, and the RIA Fee-For-Service Revolution
16 Oct 2025
Contributed by Lukas
The Future of Financial Advising: Alan Moore on XYPN's Growth, Fee-For-Service Models, and More In this episode of the Modern Financial Advisor Podca...
Michael Kitces Explains How Financial Advisors Can Create Gravity to Attract Clients vs Fighting Time and Scale Constraints
16 Oct 2025
Contributed by Lukas
Unlocking The Secrets to Scaling Your Financial Advisory Business - Michael Kitces on XYPN Live In this episode of the Modern Financial Advisor Podca...
Building the Back Office of the Future: AI Agents and Operations Tech for Financial Advisors
05 Oct 2025
Contributed by Lukas
In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by David Knoch, CEO of Docupace, to discuss the evolving landsca...
Why RIAs That Take Workflow Management Seriously Are Growing 33% Faster Than Their Peers
25 Sep 2025
Contributed by Lukas
How I Built and Sold My FinTech Startup: Louis Retief of Hubly on The Modern Financial Advisor Podcast In this episode of the Modern Financial Adviso...
Financial Advisors Who Embrace New Business Models and Adopt AI Today Will Be The Last Ones Standing
17 Sep 2025
Contributed by Lukas
In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Steve Lockshin, founder o...
How AI Will Power a New Era of Hyper Growth for Financial Advisors and Wealth Management Firms
05 Sep 2025
Contributed by Lukas
Unlocking Scalable Growth for Financial Advisors with AI In this episode of the Modern Financial Advisor podcast, host Mike Langford is joined by Ian...
The Psychology of Prospecting: How VRGL Helps Advisors Win More Clients
22 Jul 2025
Contributed by Lukas
On this episode of the Modern Financial Advisor Podcast, Mike Langford welcomes Kyle Zasky, the new CEO of VRGL, for his first-ever podcast appearance...
Redefining Advisor Growth: Dan Zitting on Eliminating Friction and Building Client Confidence
10 Jul 2025
Contributed by Lukas
Join Mike Langford in this eye-opening episode of the Modern Financial Advisor Podcast as he chats with Dan Zitting, CEO of Nitrogen Wealth, formerly ...
From Dumb Money to Dynamic Insights – How Pebble is Reinventing Portfolio Conversations with AI
29 Jun 2025
Contributed by Lukas
In this episode of the Modern Financial Advisor Podcast, Mike Langford is joined by Justin Whitehead, Co-Founder and CEO of Pebble Finance, for a deep...
Why Serving Business Owners is the Secret Sauce to Building a Vibrant Wealth Management Firm
24 Jun 2025
Contributed by Lukas
In this illuminating episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Jason Early, CEO of RISR, to discuss how targe...
Why a Financial Advisor’s CRM Choice May Be Much More Important Than Which Broker-Dealer They Choose
12 Jun 2025
Contributed by Lukas
In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by Adrian Johnstone, CEO of Practifi, to discuss the pivotal rol...
How Behavioral Portfolio Management and Honest Communication Can Transform Client Relationships
14 May 2025
Contributed by Lukas
In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Felipe Toews, CEO of Toew...
Seminar Marketing Mastery for Financial Advisors with Greg Bogich, CEO of AcquireUp
01 May 2025
Contributed by Lukas
Join host Mike Langford in this episode of the Modern Financial Advisor Podcast as he interviews Greg Bogich, CEO of AcquireUp. Discover how seminars ...
Is It Time for Financial Advisors to Rethink Their Assumptions About Asset Allocation Models?
24 Apr 2025
Contributed by Lukas
In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by Arnim Holzer, Global Macro Strategist at Easterly EAB, for an...
What If Financial Advisors Have Been Using the Wrong Methodology for Retirement Planning?
17 Apr 2025
Contributed by Lukas
In this episode of the Modern Financial Advisor Podcast, Steve Vecchione and Scott Schuebel of Statera Advisors and Statera Retirement join Mike Langf...
Why RIAs and Independent Financial Advisors Who Add Banking Services are Poised for Rapid Growth
08 Apr 2025
Contributed by Lukas
In this episode of the Modern Financial Advisor Podcast, host Mike Langford chats with Terry Mullen, Chief Revenue Officer of Fispoke, about how finan...
The Evolving Role of a Financial Advisor in an AI-Driven World
26 Mar 2025
Contributed by Lukas
In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Dr. Emily Koochel, Manager of Financial Wellness at eMoney ...
Why the Timing is Right for Financial Advisors to Embrace Managing Digital Assets for Their Clients
13 Mar 2025
Contributed by Lukas
Jake Claver, of Digital Ascension Group joins Mike Langford for an exploration of the growing importance of digital assets in wealth management. They...
How Financial Advisors Can Help Clients Navigate The Black Box of Healthcare Costs
06 Mar 2025
Contributed by Lukas
Drew Shockley, Co-Founder of Move Health joins Mike Langford to explore how financial advisors can help their clients tackle one of the biggest obstac...
Why Asking The Right Questions About Your Client’s Values Often Leads to Higher Quality Financial Advice
24 Jan 2025
Contributed by Lukas
Jason Britton, CEO of Reflection Analytics joins Mike Langford to discuss the transformative power of values-based investing. They explore how financi...
Solving the Biggest Tech Problem in Wealth Management by Creating True Ownership of Your Firm’s Data
13 Dec 2024
Contributed by Lukas
Jud Mackrill, Co-Founder of Milemarker joins Mike Langford for a conversation about the challenges financial firms face regarding data ownership and i...
How Financial Advisors Can Build Better Client Relationships by Leveraging Technology
01 Nov 2024
Contributed by Lukas
Patrick Spencer, Managing Director of Moneytree Software, joins Mike Langford to explore how financial advisors can enhance client relationships throu...
Strategies For Growing a Financial Advisory Business Without Adding New Clients
19 Sep 2024
Contributed by Lukas
Jon Randall of XFA.Coach joins Mike Langford for an innovative exploration of strategies for growing financial advisory businesses. The conversation d...
A New Unified Managed Account Platform That Makes It Easy For Financial Advisors To Customize and Scale
12 Sep 2024
Contributed by Lukas
Katie Hendricks, Vice President and Director of Asset Allocation Research at Dimensional Fund Advisors, joins Mike Langford to discuss the firm's newl...
Why Financial Advisors Need a Cybersecurity Swat Team to Respond to The Inevitable
05 Sep 2024
Contributed by Lukas
Michael Cocanower, CEO of AdviserCyber, joins Mike Langford to discuss the importance of cybersecurity for financial advisory businesses. He highlight...
How An Innovative New Solution For Donor Advised Funds Is Helping Financial Advisors Build Deeper Relationships With Client Households
29 Aug 2024
Contributed by Lukas
Adam Nash, the co-founder and CEO of Daffy joins Mike Langford to explore the power of donor advised funds for creating opportunities for your clients...
How Financial Advisors Can Help Protect the Privacy, Security, and Reputation of Their Wealthy Clients
21 Aug 2024
Contributed by Lukas
Mykolas Rambus, Co-Founder and CEO of Hush and Mike Langford discuss the scale of a high net worth client's digital footprint and the potential risks ...
Why Long-Term Care Insurance Should Likely Be A Part Of Every Client’s Financial Plan
01 Aug 2024
Contributed by Lukas
Larry Nisenson, Chief Commercial Officer at Assured Allies and Mike Langford discusses the need for financial advisors to have conversations about lon...
How To Grow Your Financial Advisory Business By Helping Business Owners Sell Theirs
30 Jul 2024
Contributed by Lukas
Tim Vorhoff, Vice President of CreoValo joins Mike Langford for an exploration of a growth strategy that many financial advisors are ignoring: helping...
Reimagining Estate Planning As Helping Clients Make Premade Decisions For Their Loved Ones
23 Jul 2024
Contributed by Lukas
Andrew Crowell, Vice Chairman of Wealth Management at D.A. Davidson returns to the show to explore a new perspective on estate planning: pre-making de...
One Man's Mission To Make It Easy For Financial Advisors To Go RIA
09 Jul 2024
Contributed by Lukas
Chuck Failla, Founder and CEO of Sovereign Financial Group returns to the Modern Financial Advisor Podcast to share some updates on the goRIA initiati...
Why Financial Advisors Should Focus On Serving The Unique Needs Of Childfree Clients
10 Jun 2024
Contributed by Lukas
Dr. Jay Zigmont, Founder and CEO of Childfree Wealth joins Mike Langford for a fascination conversation about the intricacies of providing comprehensi...
Exploring The End-To-End Digital Transformation Of Wealth Management
04 Jun 2024
Contributed by Lukas
Gauthier Vincent (GV), Senior Consulting Partner at Deloitte joins Mike Langford for an exploration of the digital transformation taking place in the ...
How To Improve Your Financial Advisory Business One Week At A Time
24 May 2024
Contributed by Lukas
Brian Margolis from Productivity Giant joins Mike Langford to discuss the importance of a simple weekly strategy for financial advisors to improve the...
How Financial Advisors Can Use Proxy Voting As A Service To Level Up
17 May 2024
Contributed by Lukas
Simon Zais, a senior manager at Egan-Jones Proxy Services, joins Mike Langford on the Modern Financial Advisor Podcast to discuss the importance of "p...
What Exactly Is Sustainable Investing? And Why Are Today's Clients Demanding It?
10 May 2024
Contributed by Lukas
In this episode of the Modern Financial Advisor podcast, Mike Langford interviews Pete Krull, CEO of Earth Equity Advisors, about sustainable investin...
Why Financial Advisors Should Provide Simple Financial Health Metrics To Their Clients
01 May 2024
Contributed by Lukas
Reese Harper, CEO of Elements, joins Mike Langford to discuss how financial advisors can use vital signs to improve client conversations and increase ...
How Advisors Can Tap the Hidden Growth Potential in Their Clients’ Communities
27 Mar 2024
Contributed by Lukas
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 ...
Cracking The Code On Organic Growth For Financial Advisors
01 Mar 2024
Contributed by Lukas
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 pod...
Appreciating How Modern The Profession Of Financial Advisor Actually Is
12 Feb 2024
Contributed by Lukas
There are financial advisors working today who are members of the first generation of people to ever call themselves financial advisors. Think about t...
Protecting Your Clients And Your Firm From Financial Fraud
02 Dec 2023
Contributed by Lukas
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 financ...
How Financial Advisors Can Boost Business Development
17 Nov 2023
Contributed by Lukas
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. How...
Why Every Financial Advisor Needs An Executive Assistant
27 Oct 2023
Contributed by Lukas
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...
How Financial Advisors Can Help Clients Manage The Gap Between What They Think Is Happening And What Is Actually Happening
19 Oct 2023
Contributed by Lukas
James Beam, President of TD Private Client Wealth breaks down a common challenge that clients of today's financial advisors face... information overlo...
Want To Offer Better Financial Advice To Your Clients? Start With Checklists And Flowcharts
13 Oct 2023
Contributed by Lukas
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 wa...
Why Writing A Short Book Can Help Financial Advisors Win New Clients
22 Sep 2023
Contributed by Lukas
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 t...
Unlocking The Hidden AUM Opportunity That Can Transform Your Client's Financial Future
25 May 2023
Contributed by Lukas
Lucas Siegel, CEO of Harbor Life Settlements joins Mike Langford to share how financial advisors can help their clients unlock assets that are lying d...
How Financial Advisors Can Tap Into The Last Segment Of The Household Balance Sheet
08 May 2023
Contributed by Lukas
David Wieland, CEO of Realized shares how financial advisors can tap into a $6 trillion market segment by adding investment property wealth management...
How Financial Advisors Can Reduce Paperwork And Supercharge Their Productivity
27 Apr 2023
Contributed by Lukas
Ryan George, Chief Marketing Officer of Docupace joins Mike Langford to share how new digital document technologies are allowing financial advisors to...
How Leaning Into Your Strengths As A Financial Advisor Can Unlock Hidden Business Potential
04 Apr 2023
Contributed by Lukas
Danielle White, CEO of Myriad Advisor Solutions joins Mike Langford to explore how RIAs can focus on leaning on their strengths by leveraging the capa...
Why Helping Clients Better Understand Risk Is A Powerful Growth Strategy For Financial Advisors
16 Mar 2023
Contributed by Lukas
Aaron Klein, CEO of Riskalyze shares how financial advisors can grow their business... in terms of winning new clients, increasing share of wallet, an...
What Financial Advisors Can Learn By Studying Client Behaviors And Preferences
09 Mar 2023
Contributed by Lukas
Mark Gochnour, Head of Global Client Services at Dimensional Fund Advisors explores some of the discoveries he and his team have made about client pr...
Marketing Trends Financial Advisors Are Using To Grow Their Businesses
02 Feb 2023
Contributed by Lukas
Kevin Darlington, the General Manager and Head of Broadridge Advisor Solutions joins Mike Langford for a deep dive on advisor marketing trends. Kevin...
Using Outsourced Tax Preparation Services To Grow Your Financial Advisory Business
19 Dec 2022
Contributed by Lukas
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...
How Financial Advisors Are Increasing The Scalability Of Their Businesses With Outsourcing
07 Dec 2022
Contributed by Lukas
Laura Gregg, Senior Vice President and Director of Practice Management & Advisor Research at FlexShares ETFs shares the findings from her team's l...
How Coaching Principles Can Help Advisors Achieve More
09 Nov 2022
Contributed by Lukas
Matt Spielman, Founder and Head Coach at Inflection Point Partners shares how financial advisors can leverage coaching principles in their business to...
Advisor Financing For Partial Sales and Succession Planning
19 Oct 2022
Contributed by Lukas
Greg Prokott and Samatha Angell, Managing Partners at Advisor Financing LLC make the case for why financial advisors should consider a partial sale of...
Solving The Three Biggest Problems Facing Financial Advisors
07 Oct 2022
Contributed by Lukas
Julie Pinkerton, CEO of ClientFirst by Evozen sat down with Mike Langford to explore how "community" can solve three of the biggest problems facing fi...
How To Secure Financing For Your RIA Or Multi-Advisor Wealth Management Firm
27 May 2022
Contributed by Lukas
Jeff Conyer, CEO of Wealth Advisor Financing joins Mike Langford for an expansive conversation about how financial advisors and RIA firms can secure t...
How Financial Advisors Can Grow Beyond Being Accidental Business Owners
29 Apr 2022
Contributed by Lukas
Robert Russo, CEO of Independent Advisor Alliance joins Mike Langford for an in-depth conversation about how financial advisors can navigate the trans...
Why Helping Clients Build Wealth Is Smart Business For Financial Advisors
11 Apr 2022
Contributed by Lukas
Calvin Williams Jr, CEO of Freeman Capital shares why he sees massive opportunity in serving overlooked financial consumer segments who need help buil...
Serving Women Investors Better Is A Recipe For Growth For Financial Advisors
31 Mar 2022
Contributed by Lukas
Lacy Garcia, Founder and CEO of Willow sheds some light on the tremendous opportunities available to financial advisors who learn to serve women inves...
What Younger Investors Expect Of Their Financial Advisors
17 Mar 2022
Contributed by Lukas
Natalie Wolfsen, CEO of AssetMark shares some key insights into the expectations millennial and Gen Z investors have of their financial advisors. She ...
How RIAs Can Avoid A High RON By Investing In A Few Cybersecurity Basics
09 Mar 2022
Contributed by Lukas
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 ...
Helping Advisors Thrive At Work, At Home, and In Their Community
23 Feb 2022
Contributed by Lukas
Kyle Simpson, Head of Field Strategy at FS Investments joins Jeremi Karnell and Mike Langford to explore the benefits of investing in programs designe...
How To Host A Successful Online Event As A Financial Advisor
14 Feb 2022
Contributed by Lukas
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 gr...
How Financial Advisors Can Grow Their Business by Serving Entrepreneurs In Transition
02 Feb 2022
Contributed by Lukas
Laurie Barkman, CEO of Small Dot Big makes the case for why financial advisors should focus on serving entrepreneurs and business owners who are selli...
Financial Advisors Can Finally Embrace Client Testimonials
24 Jan 2022
Contributed by Lukas
Brian Thorp from Wealthtender explains how financial advisors can embrace client testimonials and endorsements from referral partners, friends, and th...
How Financial Advisors Can Grow Their Business To Over $1 Billion In AUM In 10 Years
17 Dec 2021
Contributed by Lukas
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 Managemen...
Scaling Your Financial Advisory Firm Amid Industry Consolidation
24 Nov 2021
Contributed by Lukas
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 chan...
Most Advisors Are Not Growing Their Business - Here's Why That's a Problem
18 Nov 2021
Contributed by Lukas
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 We...
How To Ensure Your Wealth Management Firm is "Sale Ready"
21 Oct 2021
Contributed by Lukas
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...
Using Compassion As A Tool For Business Growth and Stability
08 Oct 2021
Contributed by Lukas
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...
Transitioning a Financial Advisory Business for Continued Growth
27 Sep 2021
Contributed by Lukas
Bill Trigleth, Executive Director of Certifications at Cannon Financial Institute offers an actionable roadmap for transitioning a financial advisory ...
How Diversity, Equity, and Inclusion Add Value to a Modern Financial Advisory Business
10 Sep 2021
Contributed by Lukas
Laura Gregg, Senior Vice President, and Director of Practice Management & Advisor Research at Northern Trust’s FlexShares ETFs joins Mike Langfo...
How Truelytics and Consultants Work Together
02 Sep 2021
Contributed by Lukas
The ecosystem of consultants and professional services providers who work with RIAs and independent financial advisors is extensive. Yet, most provide...
Why Financial Advisors Should Teach Financial Literacy
30 Jul 2021
Contributed by Lukas
Andrew Crowell, Vice Chairman of Wealth Management at D.A. Davidson & Co. shares why financial advisors should actively participate in educating t...
How to Increase the Value of a Financial Advisory Business with Tax Planning Services
23 Jul 2021
Contributed by Lukas
Most financial advisors do not offer tax planning and strategy services to their clients. Why? Well, according to Steven Jarvis, CEO of Retirement Tax...
How to Build a Niche-Focused Financial Advisory Business that Scales
30 Jun 2021
Contributed by Lukas
Nick Cantrell, CEO of Green Future Wealth Management shares how he founded a rapidly growing financial advisory firm that focuses on serving clients w...
Navigating Transitions with Jeff Hamaoui of Modern Elder Academy
10 Jun 2021
Contributed by Lukas
Jeff Hamaoui, Co-founder, Chief Education & Innovation Officer of Modern Elder Academy joins Jeremi Karnell, CEO of Truelytics, and Mike Langford ...
Why some RIA Firm Purchases Fail and Others Flourish
27 May 2021
Contributed by Lukas
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 indepe...
How to Grow Your Financial Advisory Firm by Acquiring Other Advisors' Books of Business
08 May 2021
Contributed by Lukas
Scott Danner, CEO of Freedom Street Partners has acquired many financial advisor's books of business over the years to build a large wealth management...
Leveraging Data and Platform-Based Solutions for Financial Advisor Growth
26 Apr 2021
Contributed by Lukas
Ian Karnell, Chief Revenue Officer of Truelytics joins Mike Langford to share a fresh perspective on the opportunity for wealth management firms, RIAs...
How RIAs Can Acquire A Practice With Greater Speed and Less Cost
05 Apr 2021
Contributed by Lukas
Allen Darby, CEO of Alaris Acquisitions shares how his team of buyer advisors helps RIAs and independent financial advisors acquire high-quality pract...
Helping Your Clients Prepare for Estate Executor Duties
12 Mar 2021
Contributed by Lukas
Financial advisors often help their clients with estate planning. But few help their clients prepare for the duties of becoming the executor of an est...
The Value of Financial Planning and Exit Coaching for Financial Advisors
01 Mar 2021
Contributed by Lukas
It may sound odd but, many financial advisors have never sat down with a financial planner to make sure they are on track to achieve their long-term g...
Episode 54 - Jeremi Karnell and Scott Wetzel on Financial Advisor Transition Trends
23 Feb 2021
Contributed by Lukas
Jeremi Karnell, CEO of Truelytics, and Scott Wetzel, CEO of SkyView Partners join Mike Langford for an expansive conversation on what the next decade ...
Using Virtual Events and Digital Marketing to Help Financial Advisors Grow
05 Feb 2021
Contributed by Lukas
Kevin Darlington of Broadridge Advisor Solutions and Jeremiah Desmarais of Advisorist share how their Virtual Advisor Summit is helping financial advi...
How to Leverage a CPA Firm to Grow Your RIA Business
26 Jan 2021
Contributed by Lukas
Brian Nuttall, Joe DeMarco, and Rick Wilkens of Elevate CPA Group join Mike Langford to share how their firm, which specializes in serving RIAs, helps...
Episode 51 - The Power of Personalized Content for Winning New Clients
05 Jan 2021
Contributed by Lukas
Nate Isaacson of Grapevine6 (Now Seismic | LiveSocial) joins Mike Langford to share how financial advisors can use personalized content to attract new...
Episode 50 - Transitioning and Transforming a Wealth Management Firm
18 Dec 2020
Contributed by Lukas
Max Winthrop, CEO of Winthrop Wealth Management joins Mike Langford to share how he and his brother worked with their father and uncle to transition t...
Episode 49 - Exploring The Zen Of Business Acquisitions
08 Dec 2020
Contributed by Lukas
Tom Hine, CEO of Capital Wealth Management and author of "The Zen of Business Acquisitions" joins Mike Langford for an expansive conversation on how f...
How to Rapidly Grow a New Financial Advisory Business
11 Nov 2020
Contributed by Lukas
Sten Morgan, author of "7 Mindsets of Success" joined Mike Langford to share how he grew his financial advisory business from zero to top-performer st...
How Financial Advisors Can Learn From Startups to Create a Better Client Experience
27 Oct 2020
Contributed by Lukas
John Prendergast, CEO of Blueleaf joins Mike Langford to explore the origin story of the company and share how financial advisors can learn from the l...
Episode 46 - Tony Stich of Advicent NaviPlan on the Evolution and Future of Financial Planning
15 Oct 2020
Contributed by Lukas
Tony Stich, COO of Advicent NaviPlan joins Mike Langford for an expansive conversation about the evolution and future of financial planning. Tony and ...
Episode 45 - How Financial Advisors and RIAs Can Use Storytelling in the M&A Process
08 Sep 2020
Contributed by Lukas
George MacAllister, of The Next Level Solution, shares how financial advisors and RIAs can use storytelling techniques to increase their success rate ...
Episode 44 - How Financial Advisors and RIAs Can Increase Profitability by Using a Digital Assistant
26 Aug 2020
Contributed by Lukas
Matt Reiner of Benjamin, a digital virtual assistant powered by artificial intelligence joins Mike Langford to explore how automating repetitive tasks...