Modern Financial Advisor
Episodes
Episode 43 - The Future of the OSJ Model for Independent Financial Advisors with Jason Gallagher
14 Aug 2020
Contributed by Lukas
Jason Gallagher of ViewPointe Strategies Group and Terry Mullen, CEO of Truelytics join Mike Langford for a deep-dive exploration of the current state...
Episode 42 - Leadership During Our New "Work From Home" Reality with Tammy Robbins
05 Aug 2020
Contributed by Lukas
Tammy Robbins, Vice President of Business Development at ProEquities shares how she and her team rapidly adjusted to the new reality of working from h...
Episode 41 - How RIAs Can Make Big Gains By Thinking Small with Shauna Mace
24 Jul 2020
Contributed by Lukas
Shauna Mace, a consultant and coach who help RIAs achieve higher levels of growth shares how focusing on small, incremental process improvements often...
Episode 40 - Using AI to Create Custom Portfolios That Are As Easy As Model Portfolios
17 Jul 2020
Contributed by Lukas
Runik Mehrotra and Samir Vasavada, Founders of Vise join Mike Langford to share how financial advisors can deliver custom portfolios to their clients ...
Episode 39 - How RIAs Can Dramatically Improve Their Performance
13 Jul 2020
Contributed by Lukas
Terry Mullen, CEO of Truelytics explains how RIAs can dramatically improve their performance by focusing on four key areas of their business.
Episode 38 - The Importance of a Target Market for RIAs and Smaller Broker Dealers
19 Jun 2020
Contributed by Lukas
Why is it that we encourage individual financial advisors to focus on niche markets but RIA firms and smaller broker-dealers still roll with the mass ...
Episode 37 - How to Become Your Own Wealthiest Client with Dan Cuprill of Advisor Architect
01 Jun 2020
Contributed by Lukas
Dan Cuprill of Advisor Architect and host of The Profitable Advisor Podcast joins Mike Langford for an exploration of how financial advisors can becom...
Episode 36 - How The Pandemic Might Affect Valuations For Financial Advisory Business Sales
18 May 2020
Contributed by Lukas
Owen Dahl, of the Dahl Consulting Group, joins Terry Mullen, CEO of Truelytics, and Mike Langford for a conversation about how the COVID-19 pandemic m...
Episode 35 - What Wealth Management Firms Can Learn From Auto Racing Teams
13 May 2020
Contributed by Lukas
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 ...
Why Protecting Financial Advisors’ Businesses is Good Business for Broker Dealers
01 May 2020
Contributed by Lukas
Dan Mayes, SVP of Succession Planning and Business Acquisition at Cetera Financial Group joins Mike Langford for a conversation about how one of the w...
The Value of Benchmarking for RIAs and Independent Financial Advisors
24 Apr 2020
Contributed by Lukas
Catherine Williams, VP and Head of Practice Management at Dimensional Fund Advisors (DFA) and Tom Orecchio, CEO of Modera Wealth Management join Terry...
Episode 32 - Eli Gassert On Rapid Technology Solution Development for Wealth Management
17 Apr 2020
Contributed by Lukas
Eli Gassert, Chief Technology Officer of Truelytics shares his vision and approach for the rapid development of new technology solutions for a fast-ch...
Episode 31 - How Financial Advisors and RIAs Can Benefit From the CARES Act
01 Apr 2020
Contributed by Lukas
The Coronavirus Aid, Relief and Economic Security (CARES) Act has opened up the opportunity for independent financial advisors, RIAs, and other wealth...
Episode 30 - How to Demonstrate Leadership and Calm Fears During a Time of Crisis
22 Mar 2020
Contributed by Lukas
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 societ...
Episode 29 - How Succession Planning Helped Advisors Grow Their Business
03 Mar 2020
Contributed by Lukas
Brad Bergdahl and Brennen Bergdahl of Premier Wealth Management Group sit down with Mike Langford to share how the succession planning process transfo...
Episode 28 - Recruiting and Retaining Financial Advisors with Terry Mullen of Truelytics
03 Feb 2020
Contributed by Lukas
Terry Mullen, CEO and Co-Founder of Truelytics joins Mike Langford to explore the urgent need to improve the financial advisor recruiting process.
Episode 27 - New Business Financing Options Available To Financial Advisors and RIAs
31 Dec 2019
Contributed by Lukas
As the pace of advisor transitions and mergers & acquisitions for RIAs picks up in the new decade, the need for financing options to facilitate th...
Episode 26 - Recruiting Financial Advisors is a Game of Motivational Awareness
21 Dec 2019
Contributed by Lukas
Recruiting financial advisors to your broker-dealer or RIA firm requires an in-depth understanding of what drives the advisor on an emotional level. C...
Episode 25 - How to get clients as a financial advisor by looking beyond the 1%
20 Nov 2019
Contributed by Lukas
In a recent study by CNBC and Acorns, it was revealed that 99% of Americans are NOT working with a financial advisor. That means that nearly everyone ...
Episode 24 - How Zero Dollar Trade Commissions Affect Financial Advisors
05 Nov 2019
Contributed by Lukas
Justin Paterno, COO of Stocktwits and the newly launched zero-commission brokerage TradeApp, joins Mike Langford to explore the potential impact of th...
Episode 23 - How financial advisors can use their websites to convert prospects to clients
23 Oct 2019
Contributed by Lukas
Shanna Tingom of Heritage Financial Strategies joins Mike Langford for an exploration of how she and her team are using their website to win new clien...
Episode 22 - What holds many advisors and agents back from growing their practice into a business?
27 Sep 2019
Contributed by Lukas
Big news! Truelytics won the Allianz Field Advisory FinTech Pitchfest on September 18, 2019. Also, we are going to be changing the name of the Valuat...
Episode 21 - Make Your Wealth Management Business Easy to Work With and Work For
11 Sep 2019
Contributed by Lukas
In this episode, Mike Langford draws your attention to the one undeniable trend that is changing the wealth management and insurance industries as wel...
Episode 20 - How to Close Clients Faster with Technology
26 Aug 2019
Contributed by Lukas
Mike Langford is joined by Andy Ambrose, co-founder & President of Liveoak Technologies to explore how the use of compliant and secure video confe...
Episode 19 - How to Attract Millennial Advisors to Your Wealth Management Firm
15 Aug 2019
Contributed by Lukas
In this episode, Mike Langford dives into the three crucial elements of attracting millennials to your wealth management or insurance business. The ke...
Episode 18 - Why Details Matter for your Wealth Management or Insurance Business
01 Aug 2019
Contributed by Lukas
In this episode, Mike Langford shares a story of how he noticed exceptional attention to detail during his recent family vacation to Walt Disney World...
Episode 17 - Valuation: Getting Beyond a Reasonable Doubt
23 Jul 2019
Contributed by Lukas
Mike Langford shares a story of how his recent experience of serving as a juror in a criminal case illuminated the importance of helping a buyer get b...
Episode 16 - Considering the Strategic Value in a Wealth Management Business Acquisition
14 Jul 2019
Contributed by Lukas
Mike Langford (flying solo on this episode) explores the strategic value of acquiring another wealth management or insurance business. While it is cru...
Episode 15 - Kirsten Petras on the acquisition activity increase in wealth management
10 Jun 2019
Contributed by Lukas
Kirsten Petras of Oak Street Funding joins Mike Langford to explore the rapid increase in acquisition activity in the wealth management industry. As t...
Episode 14 - Kelli Cruz on the importance of talent wealth for successful business transitions
28 May 2019
Contributed by Lukas
Mike Langford is joined by Kelli Cruz of Cruz Consulting Group to explore how wealth management businesses (RIAs, broker-dealers, and individual finan...
Episode 13 - Victor Gaxiola of Tech Girl Financial on using social media to increase your valuation
04 Apr 2019
Contributed by Lukas
Victor Gaxiola, Head of Marketing for Tech Girl Financial, joins Mike Langford to explore how he and his team are using social media as well as video ...
Episode 12 - Brian Margolis of Productivity Giant on Growing Your Business by Simplifying It
14 Mar 2019
Contributed by Lukas
Brian Margolis, founder of Productivity Giant and author of "The Index Card Business Plan" joins Mike Langford for a refreshingly new look at how to g...
Episode 11 - Ivan Barretto of RIA Compliance Concepts on using compliance for a strategic edge
20 Feb 2019
Contributed by Lukas
Ivan Barretto of RIA Compliance Concepts joins Mike Langford to explore how compliance can be used as a strategic edge by wealth management firms and ...
Episode 10 - Jamie Wise of Buzz Indexes on using sentiment analysis and AI to beat the S&P 500
30 Jan 2019
Contributed by Lukas
Jamie Wise, CEO of Buzz Indexes, joins Mike Langford to explore how the use of sentiment analysis and powerful artificial intelligence (AI) tools have...
Episode 9 Grant Hicks of Advisor Practice Management on Increasing Client Value
18 Jan 2019
Contributed by Lukas
Grant Hicks of Advisor Practice Management and author of "Guerrilla Marketing For Financial Advisors" joins Mike Langford and Carla McCabe of Truelyti...
Episode 8 - Henry Yoshida of Rocket Dollar on the value of alternative investments in IRAs
03 Jan 2019
Contributed by Lukas
Henry Yoshida, founder of Rocket Dollar, joins Mike Langford to discuss the value of providing clients with an easy mechanism for investing in alterna...
Episode 7 - Jeremi Karnell on digital transformation and blockchain
10 Dec 2018
Contributed by Lukas
Jeremi Karnell, CMO and Chief Product Officer of Truelytics joins Mike Langford to discuss the importance of digital transformation and how blockchain...
Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms
14 Nov 2018
Contributed by Lukas
James Hughes of Live Oak Bank joins Mike Langford to discuss how wealth management firms and individual financial advisors can use debt financing to a...
Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms
06 Nov 2018
Contributed by Lukas
Jim DeCarlo, CEO of StratWealth joins Mike Langford to explore the role company culture plays in the success of today's wealth management firm. Happy ...
Episode 4 - Special Guest Shane Morrow of IronBridge Wealth Counsel
26 Oct 2018
Contributed by Lukas
Shane Morrow, Managing Partner and Director of Investments at IronBridge Wealth Counsel joins Mike Langford to explore the modern wealth management fi...
Episode 3 - What makes a wealth management firm valuable? Jeff Miller of Truelytics
10 Oct 2018
Contributed by Lukas
Jeff Miller, President and COO of Truelytics joins Mike Langford to explore the ins and outs of business valuation for wealth management firms and ind...
Episode 2 - Practice Management with Carla McCabe of Truelytics
24 Sep 2018
Contributed by Lukas
Carla McCabe, Director of Practice Management at Truelytics joins Mike Langford to dive in on topics ranging from the valuation of OSJs to the future ...
Episode 1 - The Truelytics Origin Story with Terry Mullen
16 Sep 2018
Contributed by Lukas
Terry Mullen, CEO and Founder of Truelytics joins Mike Langford to discuss the origin story of the company and explore why wealth management firms and...