Modern Financial Advisor
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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.
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Recent Episodes
Getting Your Financial Business Featured in the Media with Allie Zendrian of AtoZ Communications
What does it actually take to get your financial advisory business or fintech company featured in the media? According to Allie Zendrian — founder of AtoZ Communications and a former financial…
How Financial Advisors Can Win More Business Owner Clients
Between 40 and 55% of millionaires in the United States are business owners. That's one of the biggest opportunities in wealth management right now... and most advisors are barely scratching the…
Why Your Clients Don't Need a 75-Page Report (And What to Give Them Instead)
What if the most powerful thing you could hand a client after a meeting isn't a detailed report... but something their spouse could actually understand? Alison Susko, VP of Community at Asset-Map,…
"How Much Have You Got?" — Why the AUM Model Is on Borrowed Time | Bob Veres of Inside Information
What if the financial planning profession is more fragile than it looks? Recorded live at the Fearless Investing Summit by Nitrogen Wealth, Mike sits down with Bob Veres — veteran industry observer,…
Why Modern Financial Advisors Must Offer Comprehensive Banking Solutions and Advice or Risk Losing Clients
Bob Clare spent 25 years inside Bank of America and Merrill Lynch before founding Fispoke — a complete embedded banking and lending platform built specifically for independent RIAs and financial…
Love Your Customer or Quit: The 4 Pillars of Client Experience That Actually Matter
Rich Walker, co-founder and CEO of Quik!, joins Mike Langford to share his four essential pillars for creating exceptional client experiences—including the provocative first principle: love your…
The AI Paradox: How a Notetaking App Is Making Financial Advisors More Human
What if AI could actually make you MORE human with your clients? Matt Halloran, Chief Evangelist at Zocks, joins Mike Langford to share a powerful paradox that's transforming financial advisory: the…
Alan Moore from XYPN Live on Entrepreneurship, Escape Velocity, and the RIA Fee-For-Service Revolution
The Future of Financial Advising: Alan Moore on XYPN's Growth, Fee-For-Service Models, and More In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Alan Moore,…
Michael Kitces Explains How Financial Advisors Can Create Gravity to Attract Clients vs Fighting Time and Scale Constraints
Unlocking The Secrets to Scaling Your Financial Advisory Business - Michael Kitces on XYPN Live In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Michael…
Building the Back Office of the Future: AI Agents and Operations Tech for Financial Advisors
In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by David Knoch, CEO of Docupace, to discuss the evolving landscape of financial advisory operations. David…
Why RIAs That Take Workflow Management Seriously Are Growing 33% Faster Than Their Peers
How I Built and Sold My FinTech Startup: Louis Retief of Hubly on The Modern Financial Advisor Podcast In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with…
Financial Advisors Who Embrace New Business Models and Adopt AI Today Will Be The Last Ones Standing
In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Steve Lockshin, founder of AdvicePeriod and Vanilla Technologies. Steve…
How AI Will Power a New Era of Hyper Growth for Financial Advisors and Wealth Management Firms
Unlocking Scalable Growth for Financial Advisors with AI In this episode of the Modern Financial Advisor podcast, host Mike Langford is joined by Ian Karnell, who introduces his new company,…
The Psychology of Prospecting: How VRGL Helps Advisors Win More Clients
On this episode of the Modern Financial Advisor Podcast, Mike Langford welcomes Kyle Zasky, the new CEO of VRGL, for his first-ever podcast appearance. The two dive deep into why so many advisors…
Redefining Advisor Growth: Dan Zitting on Eliminating Friction and Building Client Confidence
Join Mike Langford in this eye-opening episode of the Modern Financial Advisor Podcast as he chats with Dan Zitting, CEO of Nitrogen Wealth, formerly Riskalyze. They discuss the evolving landscape of…
From Dumb Money to Dynamic Insights – How Pebble is Reinventing Portfolio Conversations with AI
In this episode of the Modern Financial Advisor Podcast, Mike Langford is joined by Justin Whitehead, Co-Founder and CEO of Pebble Finance, for a deep dive into one of the most compelling use cases…
Why Serving Business Owners is the Secret Sauce to Building a Vibrant Wealth Management Firm
In this illuminating episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Jason Early, CEO of RISR, to discuss how targeting business owners can massively elevate a…
Why a Financial Advisor’s CRM Choice May Be Much More Important Than Which Broker-Dealer They Choose
In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by Adrian Johnstone, CEO of Practifi, to discuss the pivotal role of CRM systems in financial advisory…
How Behavioral Portfolio Management and Honest Communication Can Transform Client Relationships
In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Felipe Toews, CEO of Toews Asset Management and author of 'The Behavioral…
Seminar Marketing Mastery for Financial Advisors with Greg Bogich, CEO of AcquireUp
Join host Mike Langford in this episode of the Modern Financial Advisor Podcast as he interviews Greg Bogich, CEO of AcquireUp. Discover how seminars can be an effective strategy for growing a…
Frequently Asked Questions
Modern Financial Advisor has published 147 episodes since September 2018, covering topics in Business, Entrepreneurship.
Modern Financial Advisor is currently highly active with new episodes weekly. Average episode length is 48m.
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