Podcast Episodes
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How To Improve Your Financial Advisory Business One Week At A Time
Episode 107
Brian Margolis from Productivity Giant joins Mike Langford to discuss the importance of a simple weekly strategy for financial advisors to improve th…
2 years ago
How Financial Advisors Can Use Proxy Voting As A Service To Level Up
Episode 106
Simon Zais, a senior manager at Egan-Jones Proxy Services, joins Mike Langford on the Modern Financial Advisor Podcast to discuss the importance of "…
2 years ago
What Exactly Is Sustainable Investing? And Why Are Today's Clients Demanding It?
Episode 105
In this episode of the Modern Financial Advisor podcast, Mike Langford interviews Pete Krull, CEO of Earth Equity Advisors, about sustainable investi…
2 years ago
Why Financial Advisors Should Provide Simple Financial Health Metrics To Their Clients
Episode 104
Reese Harper, CEO of Elements, joins Mike Langford to discuss how financial advisors can use vital signs to improve client conversations and increase…
2 years, 1 month ago
How Advisors Can Tap the Hidden Growth Potential in Their Clients’ Communities
Episode 103
What if you could expand your client roster by 300% without having to spend a fortune on marketing? This week's guest Beatriz Acevedo and her team at…
2 years, 2 months ago
Cracking The Code On Organic Growth For Financial Advisors
Episode 102
The lack of robust organic growth for financial advisors' businesses has been a key concern for industry leaders for years. On this episode of the po…
2 years, 3 months ago
Appreciating How Modern The Profession Of Financial Advisor Actually Is
Episode 101
There are financial advisors working today who are members of the first generation of people to ever call themselves financial advisors. Think about …
2 years, 3 months ago
Protecting Your Clients And Your Firm From Financial Fraud
Episode 100
Andrew Crowell, Vice Chairman of Wealth Management at D.A. Davidson returns to the show to share some eye popping facts about the prevalence of finan…
2 years, 6 months ago
How Financial Advisors Can Boost Business Development
Episode 99
Dr. Jean Oursler "The Results Queen" explains how our caveman brains often get in the way of our ability to develop our businesses to the fullest. Ho…
2 years, 6 months ago
Why Every Financial Advisor Needs An Executive Assistant
Episode 98
It may sound hyperbolic but the reality is the advisor who tries to do everything his or herself... is bound to let some important things fall off th…
2 years, 7 months ago