About this podcast
The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
152 episodes · Investeren
Modern Financial Advisor
About this podcast
The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
Recent episodes
- Pre-IPO investing isn't an advisor problem... it's a missing infrastructure problem.8 Oct · 49 min
- AI Just Exposed This Firm's HR Secrets — Here's How to Avoid It with John O'Connell of The Oasis Group1 Oct · 54 min
- Why 'Curation Over Accumulation' Is the New Private Markets Playbook for Advisors with Frank Burke of PPB Capital Partners24 Sept · 45 min
- Stop Being a Source and Start Being a Resource with Ben Lewis of The Financial Planning Association16 Sept · 58 min
- Fix This Before You Buy Another AI Tool for Your Financial Advisory Business with Kristefor Lysne10 Sept · 49 min
- Building Industry Cred by Saying Yes to Every Opportunity with Domenick D'Andrea7 Jul · 28 min
- Getting Your Financial Business Featured in the Media with Allie Zendrian of AtoZ Communications4 Jun · 29 min
- How Financial Advisors Can Win More Business Owner Clients28 May · 31 min
- Why Your Clients Don't Need a 75-Page Report (And What to Give Them Instead)26 May · 28 min
- "How Much Have You Got?" — Why the AUM Model Is on Borrowed Time | Bob Veres of Inside Information19 May · 35 min
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