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A New Unified Managed Account Platform That Makes It Easy For Financial Advisors To Customize and Scale
Episode 117
Katie Hendricks, Vice President and Director of Asset Allocation Research at Dimensional Fund Advisors, joins Mike Langford to discuss the firm's new…
1 year, 8 months ago
Why Financial Advisors Need a Cybersecurity Swat Team to Respond to The Inevitable
Episode 116
Michael Cocanower, CEO of AdviserCyber, joins Mike Langford to discuss the importance of cybersecurity for financial advisory businesses. He highligh…
1 year, 8 months ago
How An Innovative New Solution For Donor Advised Funds Is Helping Financial Advisors Build Deeper Relationships With Client Households
Episode 115
Adam Nash, the co-founder and CEO of Daffy joins Mike Langford to explore the power of donor advised funds for creating opportunities for your client…
1 year, 9 months ago
How Financial Advisors Can Help Protect the Privacy, Security, and Reputation of Their Wealthy Clients
Episode 114
Mykolas Rambus, Co-Founder and CEO of Hush and Mike Langford discuss the scale of a high net worth client's digital footprint and the potential risks…
1 year, 9 months ago
Why Long-Term Care Insurance Should Likely Be A Part Of Every Client’s Financial Plan
Episode 113
Larry Nisenson, Chief Commercial Officer at Assured Allies and Mike Langford discusses the need for financial advisors to have conversations about lo…
1 year, 10 months ago
How To Grow Your Financial Advisory Business By Helping Business Owners Sell Theirs
Episode 112
Tim Vorhoff, Vice President of CreoValo joins Mike Langford for an exploration of a growth strategy that many financial advisors are ignoring: helpin…
1 year, 10 months ago
Reimagining Estate Planning As Helping Clients Make Premade Decisions For Their Loved Ones
Episode 111
Andrew Crowell, Vice Chairman of Wealth Management at D.A. Davidson returns to the show to explore a new perspective on estate planning: pre-making d…
1 year, 10 months ago
One Man's Mission To Make It Easy For Financial Advisors To Go RIA
Episode 110
Chuck Failla, Founder and CEO of Sovereign Financial Group returns to the Modern Financial Advisor Podcast to share some updates on the goRIA initiat…
1 year, 10 months ago
Why Financial Advisors Should Focus On Serving The Unique Needs Of Childfree Clients
Episode 109
Dr. Jay Zigmont, Founder and CEO of Childfree Wealth joins Mike Langford for a fascination conversation about the intricacies of providing comprehens…
1 year, 11 months ago
Exploring The End-To-End Digital Transformation Of Wealth Management
Episode 108
Gauthier Vincent (GV), Senior Consulting Partner at Deloitte joins Mike Langford for an exploration of the digital transformation taking place in the…
2 years ago