Modern Financial Advisor
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.
Episodes
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, people in the community tend to bring other clients with them. And as you'll hear Beatriz discuss with Mike Langford, this growth concept is present in many communities.
Resources Mentione...
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 to cracking the code on organic growth for financial advisors.
Resources Mentioned In This Episode:
- Bridging The Gap Podcast - Tom joined Matt Reiner on this podcast recently and ...
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 some of the exciting innovations that are creating new opportunities for modern financial advisors.
Resources Mentioned In This Episode:
- The Circle - Matt and his team have created a...
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 their clients for becoming victims of fraud and how to help clients recover if they are victimized.
Toward the end of the episode Andrew and Mike dive into the mechanisms financial advisor...
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 process can lead to dramatic improvements in a short time.
Dr. Jean also shares some personal stories about her journey. She credits investing in herself early, even before her business was...
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 "To Do" list items that an advisor might miss.
It could be important client updates or opportunities that lead to business growth.
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 the world.
Jim and Mike also explore the potential impact of artificial intelligence (AI) on the modern financial advisor's business and how the use of a goals based advice approach can...
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 missing timely opportunities for recommendations when meeting with his clients.
It wasn't that Michael was incompetent or lacking in financial planning skills... he is a Certified Financial ...
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 to a specific problem your ideal client is likely to have. Send the book to prospects. Ask them to read it prior to meeting with you. Then, have a productive initial meeting that is likel...
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 to ask your client about their life insurance policy to help them make the best financial decision for their future.
David Wieland, CEO of Realized shares how financial advisors can tap into a $6 trillion market segment by adding investment property wealth management.
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 of the new client onboarding process.
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.
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 down to clients having more confidence and comfort in their financial journey.
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 interesting insights on what successful firms are doing to help their younger financial advisors develop their presence with HNW clients.
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 trends and there is a ton of fascinating insights for us to cover... whether you are looking to aggressively grow your business or you want to continue to run it as a thriving lifestyle bus...
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 solution for the clients of independent financial advisors and RIAs. As Mike Langford explains, these value-add services are expanding the possibilities for client relationships and open ...
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 Research on Investment Management Trends”
Of particular interest is the adoption of outsourced solutions by independent financial advisors and RIAs and how outsourcing is helping to driv...
Matt Spielman, Founder and Head Coach at Inflection Point Partners shares how financial advisors can leverage coaching principles in their business to achieve more in their careers and personal lives while also providing higher quality service to their clients.
Greg Prokott and Samatha Angell, Managing Partners at Advisor Financing LLC make the case for why financial advisors should consider a partial sale of their business to ensure the continuity of their firm. Greg and Sam also offered a detailed roadmap for securing financing to facilitate M&A deals and internal success plans.
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