Podcast Episodes
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Episode 27 - New Business Financing Options Available To Financial Advisors and RIAs
As the pace of advisor transitions and mergers & acquisitions for RIAs picks up in the new decade, the need for financing options to facilitate these…
6 years, 5 months ago
Episode 26 - Recruiting Financial Advisors is a Game of Motivational Awareness
Recruiting financial advisors to your broker-dealer or RIA firm requires an in-depth understanding of what drives the advisor on an emotional level. …
6 years, 5 months ago
Episode 25 - How to get clients as a financial advisor by looking beyond the 1%
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…
6 years, 6 months ago
Episode 24 - How Zero Dollar Trade Commissions Affect Financial Advisors
Justin Paterno, COO of Stocktwits and the newly launched zero-commission brokerage TradeApp, joins Mike Langford to explore the potential impact of t…
6 years, 6 months ago
Episode 23 - How financial advisors can use their websites to convert prospects to clients
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 clie…
6 years, 7 months ago
Episode 22 - What holds many advisors and agents back from growing their practice into a business?
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…
6 years, 8 months ago
Episode 21 - Make Your Wealth Management Business Easy to Work With and Work For
In this episode, Mike Langford draws your attention to the one undeniable trend that is changing the wealth management and insurance industries as we…
6 years, 8 months ago
Episode 20 - How to Close Clients Faster with Technology
Mike Langford is joined by Andy Ambrose, co-founder & President of Liveoak Technologies to explore how the use of compliant and secure video conferen…
6 years, 9 months ago
Episode 19 - How to Attract Millennial Advisors to Your Wealth Management Firm
In this episode, Mike Langford dives into the three crucial elements of attracting millennials to your wealth management or insurance business. The k…
6 years, 9 months ago
Episode 18 - Why Details Matter for your Wealth Management or Insurance Business
In this episode, Mike Langford shares a story of how he noticed exceptional attention to detail during his recent family vacation to Walt Disney Worl…
6 years, 10 months ago