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Transitioning a Financial Advisory Business for Continued Growth
Episode 67
Bill Trigleth, Executive Director of Certifications at Cannon Financial Institute offers an actionable roadmap for transitioning a financial advisory…
4 years, 8 months ago
How Diversity, Equity, and Inclusion Add Value to a Modern Financial Advisory Business
Episode 66
Laura Gregg, Senior Vice President, and Director of Practice Management & Advisor Research at Northern Trust’s FlexShares ETFs joins Mike Langford to…
4 years, 8 months ago
How Truelytics and Consultants Work Together
Episode 65
The ecosystem of consultants and professional services providers who work with RIAs and independent financial advisors is extensive. Yet, most provid…
4 years, 9 months ago
Why Financial Advisors Should Teach Financial Literacy
Episode 64
Andrew Crowell, Vice Chairman of Wealth Management at D.A. Davidson & Co. shares why financial advisors should actively participate in educating thei…
4 years, 10 months ago
How to Increase the Value of a Financial Advisory Business with Tax Planning Services
Episode 63
Most financial advisors do not offer tax planning and strategy services to their clients. Why? Well, according to Steven Jarvis, CEO of Retirement Ta…
4 years, 10 months ago
How to Build a Niche-Focused Financial Advisory Business that Scales
Episode 62
Nick Cantrell, CEO of Green Future Wealth Management shares how he founded a rapidly growing financial advisory firm that focuses on serving clients …
4 years, 11 months ago
Navigating Transitions with Jeff Hamaoui of Modern Elder Academy
Episode 61
Jeff Hamaoui, Co-founder, Chief Education & Innovation Officer of Modern Elder Academy joins Jeremi Karnell, CEO of Truelytics, and Mike Langford for…
4 years, 11 months ago
Why some RIA Firm Purchases Fail and Others Flourish
Episode 60
Brian Nuttall, Joe DeMarco, and Rick Wilkens of Elevate CPA Group return to the show to join Mike Langford for an exploration of what an RIA or indep…
5 years ago
How to Grow Your Financial Advisory Firm by Acquiring Other Advisors' Books of Business
Episode 59
Scott Danner, CEO of Freedom Street Partners has acquired many financial advisor's books of business over the years to build a large wealth managemen…
5 years ago
Leveraging Data and Platform-Based Solutions for Financial Advisor Growth
Episode 58
Ian Karnell, Chief Revenue Officer of Truelytics joins Mike Langford to share a fresh perspective on the opportunity for wealth management firms, RIA…
5 years, 1 month ago