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Why RIAs That Take Workflow Management Seriously Are Growing 33% Faster Than Their Peers
Episode 137
How I Built and Sold My FinTech Startup: Louis Retief of Hubly on The Modern Financial Advisor Podcast
In this episode of the Modern Financial Adviso…
8 months, 1 week ago
Financial Advisors Who Embrace New Business Models and Adopt AI Today Will Be The Last Ones Standing
Episode 136
In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Steve Lockshin, founder …
8 months, 2 weeks ago
How AI Will Power a New Era of Hyper Growth for Financial Advisors and Wealth Management Firms
Episode 135
Unlocking Scalable Growth for Financial Advisors with AI
In this episode of the Modern Financial Advisor podcast, host Mike Langford is joined by Ian…
8 months, 4 weeks ago
The Psychology of Prospecting: How VRGL Helps Advisors Win More Clients
Episode 134
On this episode of the Modern Financial Advisor Podcast, Mike Langford welcomes Kyle Zasky, the new CEO of VRGL, for his first-ever podcast appearanc…
10 months, 1 week ago
Redefining Advisor Growth: Dan Zitting on Eliminating Friction and Building Client Confidence
Episode 133
Join Mike Langford in this eye-opening episode of the Modern Financial Advisor Podcast as he chats with Dan Zitting, CEO of Nitrogen Wealth, formerly…
10 months, 3 weeks ago
From Dumb Money to Dynamic Insights – How Pebble is Reinventing Portfolio Conversations with AI
Episode 132
In this episode of the Modern Financial Advisor Podcast, Mike Langford is joined by Justin Whitehead, Co-Founder and CEO of Pebble Finance, for a dee…
11 months ago
Why Serving Business Owners is the Secret Sauce to Building a Vibrant Wealth Management Firm
Episode 131
In this illuminating episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Jason Early, CEO of RISR, to discuss how targ…
11 months, 1 week ago
Why a Financial Advisor’s CRM Choice May Be Much More Important Than Which Broker-Dealer They Choose
Episode 130
In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by Adrian Johnstone, CEO of Practifi, to discuss the pivotal ro…
11 months, 3 weeks ago
How Behavioral Portfolio Management and Honest Communication Can Transform Client Relationships
Episode 129
In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Felipe Toews, CEO of Toe…
1 year ago
Seminar Marketing Mastery for Financial Advisors with Greg Bogich, CEO of AcquireUp
Episode 128
Join host Mike Langford in this episode of the Modern Financial Advisor Podcast as he interviews Greg Bogich, CEO of AcquireUp. Discover how seminars…
1 year, 1 month ago