Podcast Episodes
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How Financial Advisors Can Learn From Startups to Create a Better Client Experience
Episode 47
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 …
5 years, 7 months ago
Episode 46 - Tony Stich of Advicent NaviPlan on the Evolution and Future of Financial Planning
Tony Stich, COO of Advicent NaviPlan joins Mike Langford for an expansive conversation about the evolution and future of financial planning. Tony and…
5 years, 7 months ago
Episode 45 - How Financial Advisors and RIAs Can Use Storytelling in the M&A Process
George MacAllister, of The Next Level Solution, shares how financial advisors and RIAs can use storytelling techniques to increase their success rate…
5 years, 8 months ago
Episode 44 - How Financial Advisors and RIAs Can Increase Profitability by Using a Digital Assistant
Matt Reiner of Benjamin, a digital virtual assistant powered by artificial intelligence joins Mike Langford to explore how automating repetitive task…
5 years, 9 months ago
Episode 43 - The Future of the OSJ Model for Independent Financial Advisors with Jason Gallagher
Jason Gallagher of ViewPointe Strategies Group and Terry Mullen, CEO of Truelytics join Mike Langford for a deep-dive exploration of the current stat…
5 years, 9 months ago
Episode 42 - Leadership During Our New "Work From Home" Reality with Tammy Robbins
Tammy Robbins, Vice President of Business Development at ProEquities shares how she and her team rapidly adjusted to the new reality of working from …
5 years, 9 months ago
Episode 41 - How RIAs Can Make Big Gains By Thinking Small with Shauna Mace
Shauna Mace, a consultant and coach who help RIAs achieve higher levels of growth shares how focusing on small, incremental process improvements ofte…
5 years, 10 months ago
Episode 40 - Using AI to Create Custom Portfolios That Are As Easy As Model Portfolios
Runik Mehrotra and Samir Vasavada, Founders of Vise join Mike Langford to share how financial advisors can deliver custom portfolios to their clients…
5 years, 10 months ago
Episode 39 - How RIAs Can Dramatically Improve Their Performance
Terry Mullen, CEO of Truelytics explains how RIAs can dramatically improve their performance by focusing on four key areas of their business.
5 years, 10 months ago
Episode 38 - The Importance of a Target Market for RIAs and Smaller Broker Dealers
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…
5 years, 11 months ago