Modern Financial Advisor
Business & Finance
About
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
- "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, writer, and publisher of the Inside Info…
- 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 advisors. And what he saw from the inside is…
- 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 customer. Rich reveals why he and his wife…
- 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 technology that was supposed to replac…
- 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 , CEO of XY Planning Network (XYPN) and A…
- 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 Kitces during the XYPN Live conference in Au…
- 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 shares his insights on the industry's archai…
- 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 Louis Retief, co-founder of Hubly, for an in-…
- 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 shares insights on the shortcomings of t…
- 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, VastAdvisor , and discusses how it aims to radi…
- 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 struggle with client acquisition and how…
- 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 financial advising, emphasizing the i…
- 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 of AI in wealth management. Justin shar…
- 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 financial advisor's practice. The discussi…
- 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 firms. They explore the debate between the impor…
- 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 Portfolio: Managing Portfolios and Inv…
- 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 financial advisory business. Greg discusses…
- Is It Time for Financial Advisors to Rethink Their Assumptions About Asset Allocation Models?
In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by Arnim Holzer , Global Macro Strategist at Easterly EAB , for an insightful discussion on market volatility and the need to rethink traditional asset a…
- What If Financial Advisors Have Been Using the Wrong Methodology for Retirement Planning?
In this episode of the Modern Financial Advisor Podcast, Steve Vecchione and Scott Schuebel of Statera Advisors and Statera Retirement join Mike Langford to share their innovative approach to retirement planning. After watching or listenin…
- Why RIAs and Independent Financial Advisors Who Add Banking Services are Poised for Rapid Growth
In this episode of the Modern Financial Advisor Podcast, host Mike Langford chats with Terry Mullen , Chief Revenue Officer of Fispoke , about how financial advisors can now offer comprehensive banking services to their clients. Once exclu…
- The Evolving Role of a Financial Advisor in an AI-Driven World
In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Dr. Emily Koochel , Manager of Financial Wellness at eMoney Advisor , to explore the critical role of the human advisor in an increasingly AI-powere…
- Why the Timing is Right for Financial Advisors to Embrace Managing Digital Assets for Their Clients
Jake Claver , of Digital Ascension Group joins Mike Langford for an exploration of the growing importance of digital assets in wealth management. They discuss the concept of 'digital lottery winners'—clients who have gained significant wea…
- How Financial Advisors Can Help Clients Navigate The Black Box of Healthcare Costs
Drew Shockley , Co-Founder of Move Health joins Mike Langford to explore how financial advisors can help their clients tackle one of the biggest obstacles that many are likely going to face at some point in their life… Finding a health car…
- Why Asking The Right Questions About Your Client’s Values Often Leads to Higher Quality Financial Advice
Jason Britton , CEO of Reflection Analytics joins Mike Langford to discuss the transformative power of values-based investing. They explore how financial advisors can help clients align their investment portfolios with their personal value…
- Solving the Biggest Tech Problem in Wealth Management by Creating True Ownership of Your Firm’s Data
Jud Mackrill , Co-Founder of Milemarker joins Mike Langford for a conversation about the challenges financial firms face regarding data ownership and integration. They discuss the concept of data lakes, the mission of Milemarker to empower…
- How Financial Advisors Can Build Better Client Relationships by Leveraging Technology
Patrick Spencer , Managing Director of Moneytree Software , joins Mike Langford to explore how financial advisors can enhance client relationships through technology. They discuss the evolution of Moneytree, the importance of goals-based p…
- Strategies For Growing a Financial Advisory Business Without Adding New Clients
Jon Randall of XFA.Coach joins Mike Langford for an innovative exploration of strategies for growing financial advisory businesses. The conversation delves into the unique approach of XFA, the common constraints faced by advisors, and the…
- A New Unified Managed Account Platform That Makes It Easy For Financial Advisors To Customize and Scale
Katie Hendricks , Vice President and Director of Asset Allocation Research at Dimensional Fund Advisors , joins Mike Langford to discuss the firm's newly unveiled UMA platform, which provides access to personalized and tax-efficient invest…
- Why Financial Advisors Need a Cybersecurity Swat Team to Respond to The Inevitable
Michael Cocanower , CEO of AdviserCyber , joins Mike Langford to discuss the importance of cybersecurity for financial advisory businesses. He highlights the increasing threats and the lack of internal resources for most RIAs to protect ag…
- How An Innovative New Solution For Donor Advised Funds Is Helping Financial Advisors Build Deeper Relationships With Client Households
Adam Nash , the co-founder and CEO of Daffy joins Mike Langford to explore the power of donor advised funds for creating opportunities for your clients and their families to make the kind of meaningful impact they want on the world. Daffy,…
- How Financial Advisors Can Help Protect the Privacy, Security, and Reputation of Their Wealthy Clients
Mykolas Rambus , Co-Founder and CEO of Hush and Mike Langford discuss the scale of a high net worth client's digital footprint and the potential risks associated with it. They also talk about the creation of WealthX, a database of wealthy…
- Why Long-Term Care Insurance Should Likely Be A Part Of Every Client’s Financial Plan
Larry Nisenson , Chief Commercial Officer at Assured Allies and Mike Langford discusses the need for financial advisors to have conversations about long-term care insurance with their clients. As Mike emphasizes in the episode's intro, the…
- How To Grow Your Financial Advisory Business By Helping Business Owners Sell Theirs
Tim Vorhoff , Vice President of CreoValo joins Mike Langford for an exploration of a growth strategy that many financial advisors are ignoring: helping private business owners sell their businesses to unlock their tied-up value. The conver…
- Reimagining Estate Planning As Helping Clients Make Premade Decisions For Their Loved Ones
Andrew Crowell , Vice Chairman of Wealth Management at D.A. Davidson returns to the show to explore a new perspective on estate planning: pre-making decisions for heirs and loved ones. Andrew and show host Mike Langford emphasize the impor…
- One Man's Mission To Make It Easy For Financial Advisors To Go RIA
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 goi…
- Why Financial Advisors Should Focus On Serving The Unique Needs Of Childfree Clients
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 adu…
- Exploring The End-To-End Digital Transformation Of Wealth Management
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 manageme…
- How To Improve Your Financial Advisory Business One Week At A Time
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…
- How Financial Advisors Can Use Proxy Voting As A Service To Level Up
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 hel…
- What Exactly Is Sustainable Investing? And Why Are Today's Clients Demanding It?
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 thei…
- Why Financial Advisors Should Provide Simple Financial Health Metrics To Their Clients
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 object…
- How Advisors Can Tap the Hidden Growth Potential in Their Clients’ Communities
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,…
- Cracking The Code On Organic Growth For Financial Advisors
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 t…
- Appreciating How Modern The Profession Of Financial Advisor Actually Is
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 abou…
- Protecting Your Clients And Your Firm From Financial Fraud
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 prote…
- How Financial Advisors Can Boost Business Development
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…
- Why Every Financial Advisor Needs An Executive Assistant
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 s…
- How Financial Advisors Can Help Clients Manage The Gap Between What They Think Is Happening And What Is Actually Happening
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 happenin…
- Want To Offer Better Financial Advice To Your Clients? Start With Checklists And Flowcharts
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 o…
- Why Writing A Short Book Can Help Financial Advisors Win New Clients
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 solut…