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Is It Time for Financial Advisors to Rethink Their Assumptions About Asset Allocation Models?
Episode 127
In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by Arnim Holzer, Global Macro Strategist at Easterly EAB, for a…
1 year, 1 month ago
What If Financial Advisors Have Been Using the Wrong Methodology for Retirement Planning?
Episode 126
In this episode of the Modern Financial Advisor Podcast, Steve Vecchione and Scott Schuebel of Statera Advisors and Statera Retirement join Mike Lang…
1 year, 1 month ago
Why RIAs and Independent Financial Advisors Who Add Banking Services are Poised for Rapid Growth
Episode 125
In this episode of the Modern Financial Advisor Podcast, host Mike Langford chats with Terry Mullen, Chief Revenue Officer of Fispoke, about how fina…
1 year, 1 month ago
The Evolving Role of a Financial Advisor in an AI-Driven World
Episode 124
In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Dr. Emily Koochel, Manager of Financial Wellness at eMoney…
1 year, 2 months ago
Why the Timing is Right for Financial Advisors to Embrace Managing Digital Assets for Their Clients
Episode 123
Jake Claver, of Digital Ascension Group joins Mike Langford for an exploration of the growing importance of digital assets in wealth management.
They…
1 year, 2 months ago
How Financial Advisors Can Help Clients Navigate The Black Box of Healthcare Costs
Episode 122
Drew Shockley, Co-Founder of Move Health joins Mike Langford to explore how financial advisors can help their clients tackle one of the biggest obsta…
1 year, 2 months ago
Why Asking The Right Questions About Your Client’s Values Often Leads to Higher Quality Financial Advice
Episode 121
Jason Britton, CEO of Reflection Analytics joins Mike Langford to discuss the transformative power of values-based investing. They explore how financ…
1 year, 4 months ago
Solving the Biggest Tech Problem in Wealth Management by Creating True Ownership of Your Firm’s Data
Episode 120
Jud Mackrill, Co-Founder of Milemarker joins Mike Langford for a conversation about the challenges financial firms face regarding data ownership and …
1 year, 5 months ago
How Financial Advisors Can Build Better Client Relationships by Leveraging Technology
Episode 119
Patrick Spencer, Managing Director of Moneytree Software, joins Mike Langford to explore how financial advisors can enhance client relationships thro…
1 year, 7 months ago
Strategies For Growing a Financial Advisory Business Without Adding New Clients
Episode 118
Jon Randall of XFA.Coach joins Mike Langford for an innovative exploration of strategies for growing financial advisory businesses. The conversation …
1 year, 8 months ago