Podcast Episodes
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How Financial Advisors Can Help Clients Manage The Gap Between What They Think Is Happening And What Is Actually Happening
Episode 97
James Beam, President of TD Private Client Wealth breaks down a common challenge that clients of today's financial advisors face... information overl…
2 years, 7 months ago
Want To Offer Better Financial Advice To Your Clients? Start With Checklists And Flowcharts
Episode 96
Michael Lecours, CFP® says that the origin story of fpPathfinder, a company he co-founded with Michael Kitces, is a bit humbling. He found that he wa…
2 years, 7 months ago
Why Writing A Short Book Can Help Financial Advisors Win New Clients
Episode 95
Paul McManus, creator of The Short Book Formula and CEO of More Clients More Fun shares how he helps financial advisors write short books to attract …
2 years, 8 months ago
Unlocking The Hidden AUM Opportunity That Can Transform Your Client's Financial Future
Episode 94
Lucas Siegel, CEO of Harbor Life Settlements joins Mike Langford to share how financial advisors can help their clients unlock assets that are lying …
3 years ago
How Financial Advisors Can Tap Into The Last Segment Of The Household Balance Sheet
Episode 93
David Wieland, CEO of Realized shares how financial advisors can tap into a $6 trillion market segment by adding investment property wealth managemen…
3 years ago
How Financial Advisors Can Reduce Paperwork And Supercharge Their Productivity
Episode 92
Ryan George, Chief Marketing Officer of Docupace joins Mike Langford to share how new digital document technologies are allowing financial advisors t…
3 years, 1 month ago
How Leaning Into Your Strengths As A Financial Advisor Can Unlock Hidden Business Potential
Episode 91
Danielle White, CEO of Myriad Advisor Solutions joins Mike Langford to explore how RIAs can focus on leaning on their strengths by leveraging the cap…
3 years, 2 months ago
Why Helping Clients Better Understand Risk Is A Powerful Growth Strategy For Financial Advisors
Episode 90
Aaron Klein, CEO of Riskalyze shares how financial advisors can grow their business... in terms of winning new clients, increasing share of wallet, a…
3 years, 2 months ago
What Financial Advisors Can Learn By Studying Client Behaviors And Preferences
Episode 89
Mark Gochnour, Head of Global Client Services at Dimensional Fund Advisors explores some of the discoveries he and his team have made about client pr…
3 years, 2 months ago
Marketing Trends Financial Advisors Are Using To Grow Their Businesses
Episode 88
Kevin Darlington, the General Manager and Head of Broadridge Advisor Solutions joins Mike Langford for a deep dive on advisor marketing trends.
Kevin…
3 years, 4 months ago