Podcast Episodes
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Getting Your Financial Business Featured in the Media with Allie Zendrian of AtoZ Communications
Episode 147
What does it actually take to get your financial advisory business or fintech company featured in the media? According to Allie Zendrian — founder of…
10 hours ago
How Financial Advisors Can Win More Business Owner Clients
Episode 146
Between 40 and 55% of millionaires in the United States are business owners. That's one of the biggest opportunities in wealth management right now..…
1 week ago
Why Your Clients Don't Need a 75-Page Report (And What to Give Them Instead)
Episode 145
What if the most powerful thing you could hand a client after a meeting isn't a detailed report... but something their spouse could actually understa…
1 week, 2 days ago
"How Much Have You Got?" — Why the AUM Model Is on Borrowed Time | Bob Veres of Inside Information
Episode 144
What if the financial planning profession is more fragile than it looks? Recorded live at the Fearless Investing Summit by Nitrogen Wealth, Mike sits…
2 weeks, 2 days ago
Why Modern Financial Advisors Must Offer Comprehensive Banking Solutions and Advice or Risk Losing Clients
Episode 143
Bob Clare spent 25 years inside Bank of America and Merrill Lynch before founding Fispoke — a complete embedded banking and lending platform built sp…
2 months, 3 weeks ago
Love Your Customer or Quit: The 4 Pillars of Client Experience That Actually Matter
Episode 142
Rich Walker, co-founder and CEO of Quik!, joins Mike Langford to share his four essential pillars for creating exceptional client experiences—includi…
2 months, 4 weeks ago
The AI Paradox: How a Notetaking App Is Making Financial Advisors More Human
Episode 141
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…
3 months, 2 weeks ago
Alan Moore from XYPN Live on Entrepreneurship, Escape Velocity, and the RIA Fee-For-Service Revolution
Episode 140
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…
7 months, 2 weeks ago
Michael Kitces Explains How Financial Advisors Can Create Gravity to Attract Clients vs Fighting Time and Scale Constraints
Episode 139
Unlocking The Secrets to Scaling Your Financial Advisory Business - Michael Kitces on XYPN Live
In this episode of the Modern Financial Advisor Podca…
7 months, 2 weeks ago
Building the Back Office of the Future: AI Agents and Operations Tech for Financial Advisors
Episode 138
In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by David Knoch, CEO of Docupace, to discuss the evolving landsc…
7 months, 4 weeks ago