Chuck Failla, Founder and CEO of Sovereign Financial Group returns to the Modern Financial Advisor Podcast to share some updates on the goRIA initiative he launched in partnership with InvestmentNews. Chuck also shares his journey of going RIA

Why Financial Advisors Should Focus On Serving The Unique Needs Of Childfree Clients

Jun 10th, 2024 55m 49s

Dr. Jay Zigmont, Founder and CEO of Childfree Wealth joins Mike Langford for a fascination conversation about the intricacies of providing comprehensive financial advice to childfree clients. They discuss the significant population of adults wh

Exploring The End-To-End Digital Transformation Of Wealth Management

Jun 4th, 2024 53m 12s

Gauthier Vincent (GV), Senior Consulting Partner at Deloitte joins Mike Langford for an exploration of the digital transformation taking place in the wealth management industry. The conversation explores the impact of AI on wealth management, c

How To Improve Your Financial Advisory Business One Week At A Time

May 24th, 2024 45m 20s

Brian Margolis from Productivity Giant joins Mike Langford to discuss the importance of a simple weekly strategy for financial advisors to improve their productivity and achieve their goals. Brian emphasizes the need to focus on the right thing

How Financial Advisors Can Use Proxy Voting As A Service To Level Up

May 17th, 2024 47m 5s

Simon Zais, a senior manager at Egan-Jones Proxy Services, joins Mike Langford on the Modern Financial Advisor Podcast to discuss the importance of "proxy voting as a service" for financial advisors. They explore how proxy voting can help advis

What Exactly Is Sustainable Investing? And Why Are Today's Clients Demanding It?

May 10th, 2024 59m 44s

In this episode of the Modern Financial Advisor podcast, Mike Langford interviews Pete Krull, CEO of Earth Equity Advisors, about sustainable investing. They discuss the importance of sustainable investing for financial advisors and their clien

Why Financial Advisors Should Provide Simple Financial Health Metrics To Their Clients

May 1st, 2024 45m 47s

Reese Harper, CEO of Elements, joins Mike Langford to discuss how financial advisors can use vital signs to improve client conversations and increase their comfort level around financial advice.Reese explains that vital signs are objective sc

How Advisors Can Tap the Hidden Growth Potential in Their Clients’ Communities

Mar 27th, 2024 52m 25s

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 SUMA Wealth discovered a hidden growth gem by serving the Latinx community.It turns out, peo

Cracking The Code On Organic Growth For Financial Advisors

Mar 1st, 2024 52m 45s

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 podcast Tom Rieman, CEO and Founding Partner of PracticeI ntel shares what he believes is the key

Appreciating How Modern The Profession Of Financial Advisor Actually Is

Feb 12th, 2024 55m 1s

There are financial advisors working today who are members of the first generation of people to ever call themselves financial advisors. Think about that!On this episode of the show, Matt Reiner returns to nerd out with Mike Langford about so

Protecting Your Clients And Your Firm From Financial Fraud

Dec 2nd, 2023 51m 19s

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 financial fraud. Andrew and Mike Langford also explore what financial advisors can do to protect the

How Financial Advisors Can Boost Business Development

Nov 17th, 2023 43m 45s

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. However, simple changes to a financial advisor's approach to his or her business development proc

Why Every Financial Advisor Needs An Executive Assistant

Oct 27th, 2023 51m 2s

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 the table. And as Gina Cotner, CEO of Athena Executive Services explains... it's not just simple

How Financial Advisors Can Help Clients Manage The Gap Between What They Think Is Happening And What Is Actually Happening

Oct 19th, 2023 45m 54s

James Beam, President of TD Private Client Wealth breaks down a common challenge that clients of today's financial advisors face... information overload that often results in clients having a distorted picture of what is actually happening in t

Want To Offer Better Financial Advice To Your Clients? Start With Checklists And Flowcharts

Oct 13th, 2023 52m 41s

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 was routinely forgetting to ask the right questions or giving slightly incorrect answers or missi

Why Writing A Short Book Can Help Financial Advisors Win New Clients

Sep 22nd, 2023 49m 24s

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 their ideal clients.The concept is simple, write a short book that articulates the solution t

Unlocking The Hidden AUM Opportunity That Can Transform Your Client's Financial Future

May 25th, 2023 46m 57s

Lucas Siegel, CEO of Harbor Life Settlements joins Mike Langford to share how financial advisors can help their clients unlock assets that are lying dormant and unproductive in their life insurance policy. Lucas also shares the simple question

How Financial Advisors Can Tap Into The Last Segment Of The Household Balance Sheet

May 8th, 2023 44m 47s

David Wieland, CEO of Realized shares how financial advisors can tap into a $6 trillion market segment by adding investment property wealth management.

How Financial Advisors Can Reduce Paperwork And Supercharge Their Productivity

Apr 27th, 2023 45m 25s

Ryan George, Chief Marketing Officer of Docupace joins Mike Langford to share how new digital document technologies are allowing financial advisors to automate the repapering process for transitions, improve productivity, and increase the speed

How Leaning Into Your Strengths As A Financial Advisor Can Unlock Hidden Business Potential

Apr 4th, 2023 50m 24s

Danielle White, CEO of Myriad Advisor Solutions joins Mike Langford to explore how RIAs can focus on leaning on their strengths by leveraging the capabilities of skilled outsourced providers.

Why Helping Clients Better Understand Risk Is A Powerful Growth Strategy For Financial Advisors

Mar 16th, 2023 48m 16s

Aaron Klein, CEO of Riskalyze shares how financial advisors can grow their business... in terms of winning new clients, increasing share of wallet, and reducing client attrition by getting better at helping clients understand risk. It all boils

What Financial Advisors Can Learn By Studying Client Behaviors And Preferences

Mar 9th, 2023 56m 38s

Mark Gochnour, Head of Global Client Services at Dimensional Fund Advisors explores some of the discoveries he and his team have made about client preferences and behaviors via DFA's most recent "Global Investor Study".Mark also shares some i

Marketing Trends Financial Advisors Are Using To Grow Their Businesses

Feb 2nd, 2023 45m 44s

Kevin Darlington, the General Manager and Head of Broadridge Advisor Solutions joins Mike Langford for a deep dive on advisor marketing trends.Kevin and his team at Broadridge recently released their 4th annual report on advisor marketing tre

Using Outsourced Tax Preparation Services To Grow Your Financial Advisory Business

Dec 19th, 2022 38m 30s

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 frequent topic as of late.The team at Elevate is rolling out a new Tax Prep As A Services so

How Financial Advisors Are Increasing The Scalability Of Their Businesses With Outsourcing

Dec 7th, 2022 52m 46s

Laura Gregg, Senior Vice President and Director of Practice Management & Advisor Research at FlexShares ETFs shares the findings from her team's latest study titled "The Race to Scalability 2022 - Current Insights from 12 years of Advisor Resea