Podcast Episodes
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How RIAs Can Acquire A Practice With Greater Speed and Less Cost
Episode 57
Allen Darby, CEO of Alaris Acquisitions shares how his team of buyer advisors helps RIAs and independent financial advisors acquire high-quality prac…
5 years, 1 month ago
Helping Your Clients Prepare for Estate Executor Duties
Episode 56
Financial advisors often help their clients with estate planning. But few help their clients prepare for the duties of becoming the executor of an es…
5 years, 2 months ago
The Value of Financial Planning and Exit Coaching for Financial Advisors
Episode 55
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 …
5 years, 3 months ago
Episode 54 - Jeremi Karnell and Scott Wetzel on Financial Advisor Transition Trends
Jeremi Karnell, CEO of Truelytics, and Scott Wetzel, CEO of SkyView Partners join Mike Langford for an expansive conversation on what the next decade…
5 years, 3 months ago
Using Virtual Events and Digital Marketing to Help Financial Advisors Grow
Episode 53
Kevin Darlington of Broadridge Advisor Solutions and Jeremiah Desmarais of Advisorist share how their Virtual Advisor Summit is helping financial adv…
5 years, 4 months ago
How to Leverage a CPA Firm to Grow Your RIA Business
Episode 52
Brian Nuttall, Joe DeMarco, and Rick Wilkens of Elevate CPA Group join Mike Langford to share how their firm, which specializes in serving RIAs, help…
5 years, 4 months ago
Episode 51 - The Power of Personalized Content for Winning New Clients
Nate Isaacson of Grapevine6 (Now Seismic | LiveSocial) joins Mike Langford to share how financial advisors can use personalized content to attract ne…
5 years, 5 months ago
Episode 50 - Transitioning and Transforming a Wealth Management Firm
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 …
5 years, 5 months ago
Episode 49 - Exploring The Zen Of Business Acquisitions
Tom Hine, CEO of Capital Wealth Management and author of "The Zen of Business Acquisitions" joins Mike Langford for an expansive conversation on how …
5 years, 5 months ago
How to Rapidly Grow a New Financial Advisory Business
Episode 48
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 s…
5 years, 6 months ago