Podcast Episodes
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Using Outsourced Tax Preparation Services To Grow Your Financial Advisory Business
Episode 87
Brian Nuttall and Rick Wilkens from Elevate CPA Group return to the show for a fascinating conversation that fits right into a trend that seems to a…
3 years, 5 months ago
How Financial Advisors Are Increasing The Scalability Of Their Businesses With Outsourcing
Episode 86
Laura Gregg, Senior Vice President and Director of Practice Management & Advisor Research at FlexShares ETFs shares the findings from her team's late…
3 years, 5 months ago
How Coaching Principles Can Help Advisors Achieve More
Episode 85
Matt Spielman, Founder and Head Coach at Inflection Point Partners shares how financial advisors can leverage coaching principles in their business t…
3 years, 6 months ago
Advisor Financing For Partial Sales and Succession Planning
Episode 84
Greg Prokott and Samatha Angell, Managing Partners at Advisor Financing LLC make the case for why financial advisors should consider a partial sale o…
3 years, 7 months ago
Solving The Three Biggest Problems Facing Financial Advisors
Episode 83
Julie Pinkerton, CEO of ClientFirst by Evozen sat down with Mike Langford to explore how "community" can solve three of the biggest problems facing f…
3 years, 7 months ago
How To Secure Financing For Your RIA Or Multi-Advisor Wealth Management Firm
Episode 82
Jeff Conyer, CEO of Wealth Advisor Financing joins Mike Langford for an expansive conversation about how financial advisors and RIA firms can secure …
4 years ago
How Financial Advisors Can Grow Beyond Being Accidental Business Owners
Episode 81
Robert Russo, CEO of Independent Advisor Alliance joins Mike Langford for an in-depth conversation about how financial advisors can navigate the tran…
4 years, 1 month ago
Why Helping Clients Build Wealth Is Smart Business For Financial Advisors
Episode 80
Calvin Williams Jr, CEO of Freeman Capital shares why he sees massive opportunity in serving overlooked financial consumer segments who need help bui…
4 years, 1 month ago
Serving Women Investors Better Is A Recipe For Growth For Financial Advisors
Episode 79
Lacy Garcia, Founder and CEO of Willow sheds some light on the tremendous opportunities available to financial advisors who learn to serve women inve…
4 years, 2 months ago
What Younger Investors Expect Of Their Financial Advisors
Episode 78
Natalie Wolfsen, CEO of AssetMark shares some key insights into the expectations millennial and Gen Z investors have of their financial advisors. She…
4 years, 2 months ago