Podcast Episodes
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Episode 37 - How to Become Your Own Wealthiest Client with Dan Cuprill of Advisor Architect
Dan Cuprill of Advisor Architect and host of The Profitable Advisor Podcast joins Mike Langford for an exploration of how financial advisors can beco…
6 years ago
Episode 36 - How The Pandemic Might Affect Valuations For Financial Advisory Business Sales
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 …
6 years ago
Episode 35 - What Wealth Management Firms Can Learn From Auto Racing Teams
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…
6 years ago
Why Protecting Financial Advisors’ Businesses is Good Business for Broker Dealers
Episode 34
Dan Mayes, SVP of Succession Planning and Business Acquisition at Cetera Financial Group joins Mike Langford for a conversation about how one of the …
6 years, 1 month ago
The Value of Benchmarking for RIAs and Independent Financial Advisors
Episode 33
Catherine Williams, VP and Head of Practice Management at Dimensional Fund Advisors (DFA) and Tom Orecchio, CEO of Modera Wealth Management join Terr…
6 years, 1 month ago
Episode 32 - Eli Gassert On Rapid Technology Solution Development for Wealth Management
Eli Gassert, Chief Technology Officer of Truelytics shares his vision and approach for the rapid development of new technology solutions for a fast-c…
6 years, 1 month ago
Episode 31 - How Financial Advisors and RIAs Can Benefit From the CARES Act
The Coronavirus Aid, Relief and Economic Security (CARES) Act has opened up the opportunity for independent financial advisors, RIAs, and other wealt…
6 years, 2 months ago
Episode 30 - How to Demonstrate Leadership and Calm Fears During a Time of Crisis
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 socie…
6 years, 2 months ago
Episode 29 - How Succession Planning Helped Advisors Grow Their Business
Brad Bergdahl and Brennen Bergdahl of Premier Wealth Management Group sit down with Mike Langford to share how the succession planning process transf…
6 years, 3 months ago
Episode 28 - Recruiting and Retaining Financial Advisors with Terry Mullen of Truelytics
Terry Mullen, CEO and Co-Founder of Truelytics joins Mike Langford to explore the urgent need to improve the financial advisor recruiting process.
6 years, 4 months ago