Podcast Episodes
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Episode 17 - Valuation: Getting Beyond a Reasonable Doubt
Mike Langford shares a story of how his recent experience of serving as a juror in a criminal case illuminated the importance of helping a buyer get …
6 years, 10 months ago
Episode 16 - Considering the Strategic Value in a Wealth Management Business Acquisition
Mike Langford (flying solo on this episode) explores the strategic value of acquiring another wealth management or insurance business. While it is cr…
6 years, 10 months ago
Episode 15 - Kirsten Petras on the acquisition activity increase in wealth management
Kirsten Petras of Oak Street Funding joins Mike Langford to explore the rapid increase in acquisition activity in the wealth management industry. As …
6 years, 11 months ago
Episode 14 - Kelli Cruz on the importance of talent wealth for successful business transitions
Mike Langford is joined by Kelli Cruz of Cruz Consulting Group to explore how wealth management businesses (RIAs, broker-dealers, and individual fina…
7 years ago
Episode 13 - Victor Gaxiola of Tech Girl Financial on using social media to increase your valuation
Victor Gaxiola, Head of Marketing for Tech Girl Financial, joins Mike Langford to explore how he and his team are using social media as well as video…
7 years, 2 months ago
Episode 12 - Brian Margolis of Productivity Giant on Growing Your Business by Simplifying It
Brian Margolis, founder of Productivity Giant and author of "The Index Card Business Plan" joins Mike Langford for a refreshingly new look at how to …
7 years, 2 months ago
Episode 11 - Ivan Barretto of RIA Compliance Concepts on using compliance for a strategic edge
Ivan Barretto of RIA Compliance Concepts joins Mike Langford to explore how compliance can be used as a strategic edge by wealth management firms and…
7 years, 3 months ago
Episode 10 - Jamie Wise of Buzz Indexes on using sentiment analysis and AI to beat the S&P 500
Jamie Wise, CEO of Buzz Indexes, joins Mike Langford to explore how the use of sentiment analysis and powerful artificial intelligence (AI) tools hav…
7 years, 4 months ago
Episode 9 Grant Hicks of Advisor Practice Management on Increasing Client Value
Grant Hicks of Advisor Practice Management and author of "Guerrilla Marketing For Financial Advisors" joins Mike Langford and Carla McCabe of Truelyt…
7 years, 4 months ago
Episode 8 - Henry Yoshida of Rocket Dollar on the value of alternative investments in IRAs
Henry Yoshida, founder of Rocket Dollar, joins Mike Langford to discuss the value of providing clients with an easy mechanism for investing in altern…
7 years, 5 months ago