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Modern Financial Advisor
65 minutes | 12 hours ago
Episode 59 - How to Grow Your Financial Advisory Firm by Acquiring Other Advisors' Books of Business
Scott Danner, CEO of Freedom Street Partners has acquired many financial advisor's books of business over the years to build a large wealth management firm. In this episode of the show, Scott shares his process for identifying and completing acquisitions as well as the personal growth journey he has undertaken as the firm has grown.
47 minutes | 12 days ago
Episode 58 - Leveraging Data and Platform-Based Solutions for Financial Advisor Growth
Ian Karnell, Chief Revenue Officer of Truelytics joins Mike Langford to share a fresh perspective on the opportunity for wealth management firms, RIAs, and independent financial advisors to navigate business transitions and achieve new levels of growth through the use of data and platform-based solutions.
50 minutes | a month ago
Episode 57 - How RIAs Can Acquire A Practice With Greater Speed and Less Cost
Allen Darby, CEO of Alaris Acquisitions shares how his team of buyer advisors helps RIAs and independent financial advisors acquire high-quality practices with greater speed and less expense than other options available.
41 minutes | 2 months ago
Episode 56 - Helping Your Clients Prepare for Estate Executor Duties
Financial advisors often help their clients with estate planning. But few help their clients prepare for the duties of becoming the executor of an estate. It's a weighty responsibility. Dan Stickel of EstateExec joins Mike Langford to share how their solution can help advisors ensure their clients are ready when the time comes to manage a loved one's estate.
48 minutes | 2 months ago
Episode 55 - The Value of Financial Planning and Exit Coaching for Financial Advisors
It may sound odd but, many financial advisors have never sat down with a financial planner to make sure they are on track to achieve their long-term goals. Brookly Brock of Ellevate Advisors shares how she and her team are helping RIAs and independent financial advisors with their financial plans and helping them navigate their business exits.
43 minutes | 2 months ago
Episode 54 - Jeremi Karnell and Scott Wetzel on Financial Advisor Transition Trends
Jeremi Karnell, CEO of Truelytics, and Scott Wetzel, CEO of SkyView Partners join Mike Langford for an expansive conversation on what the next decade holds for advisor transitions. This episode was originally shared with the audience of the Virtual Financial Advisor Conference hosted by Broadridge Advisor Solutions and Advisorist
35 minutes | 3 months ago
Episode 53 - Using Virtual Events and Digital Marketing to Help Financial Advisors Grow
Kevin Darlington of Broadridge Advisor Solutions and Jeremiah Desmarais of Advisorist share how their Virtual Advisor Summit is helping financial advisors learn how to grow their businesses with modern digital marketing strategies and techniques.
51 minutes | 3 months ago
Episode 52 - How to Leverage a CPA Firm to Grow Your RIA Business
Brian Nuttall, Joe DeMarco, and Rick Wilkens of Elevate CPA Group join Mike Langford to share how their firm, which specializes in serving RIAs, helps a business achieve higher levels of growth.
47 minutes | 4 months ago
Episode 51 - The Power of Personalized Content for Winning New Clients
Nate Isaacson of Grapevine6 (Now Seismic | LiveSocial) joins Mike Langford to share how financial advisors can use personalized content to attract new clients on social media.
52 minutes | 5 months ago
Episode 50 - Transitioning and Transforming a Wealth Management Firm
Max Winthrop, CEO of Winthrop Wealth Management joins Mike Langford to share how he and his brother worked with their father and uncle to transition the business to the next generation and then transform the firm into a modern financial advisory business.
63 minutes | 5 months ago
Episode 49 - Exploring The Zen Of Business Acquisitions
Tom Hine, CEO of Capital Wealth Management and author of "The Zen of Business Acquisitions" joins Mike Langford for an expansive conversation on how financial advisors should approach acquiring a business. Tom and Mike also explore some of the ins and outs of writing a book and recording an audiobook.
55 minutes | 6 months ago
Episode 48 - How to Rapidly Grow a New Financial Advisory Business
Sten Morgan, author of "7 Mindsets of Success" joined Mike Langford to share how he grew his financial advisory business from zero to top-performer status in less than 5 years. The goal is to help firms improve their ability to recruit and develop financial advisors for the next generation.
54 minutes | 6 months ago
Episode 47 - How Financial Advisors Can Learn From Startups to Create a Better Client Experience
John Prendergast, CEO of Blueleaf joins Mike Langford to explore the origin story of the company and share how financial advisors can learn from the lean startup process to create better client experiences.
48 minutes | 7 months ago
Episode 46 - Tony Stich of Advicent NaviPlan on the Evolution and Future of Financial Planning
Tony Stich, COO of Advicent NaviPlan joins Mike Langford for an expansive conversation about the evolution and future of financial planning. Tony and Mike also explore how technology will be employed to allow financial advisors to serve clients at scale during the coming wave of advisor transition.
54 minutes | 8 months ago
Episode 45 - How Financial Advisors and RIAs Can Use Storytelling in the M&A Process
George MacAllister, of The Next Level Solution, shares how financial advisors and RIAs can use storytelling techniques to increase their success rate when trying to acquire another advisor's book of business or acquire an RIA firm. The use of stories is also valuable in the sales process for clients according to George and he shares several examples and strategies that you can implement in your business.
55 minutes | 8 months ago
Episode 44 - How Financial Advisors and RIAs Can Increase Profitability by Using a Digital Assistant
Matt Reiner of Benjamin, a digital virtual assistant powered by artificial intelligence joins Mike Langford to explore how automating repetitive tasks can save time and free advisors up to serve their clients better.
65 minutes | 9 months ago
Episode 43 - The Future of the OSJ Model for Independent Financial Advisors with Jason Gallagher
Jason Gallagher of ViewPointe Strategies Group and Terry Mullen, CEO of Truelytics join Mike Langford for a deep-dive exploration of the current state and future of the OSJ model for independent financial advisors and the broker-dealer ecosystem.
34 minutes | 9 months ago
Episode 42 - Leadership During Our New "Work From Home" Reality with Tammy Robbins
Tammy Robbins, Vice President of Business Development at ProEquities shares how she and her team rapidly adjusted to the new reality of working from home while also helping the firm's clients, a distributed population of independent financial advisors who rely on them for support, make the adjustment as well.
37 minutes | 9 months ago
Episode 41 - How RIAs Can Make Big Gains By Thinking Small with Shauna Mace
Shauna Mace, a consultant and coach who help RIAs achieve higher levels of growth shares how focusing on small, incremental process improvements often leads to the biggest gains.
45 minutes | 10 months ago
Episode 40 - Using AI to Create Custom Portfolios That Are As Easy As Model Portfolios
Runik Mehrotra and Samir Vasavada, Founders of Vise join Mike Langford to share how financial advisors can deliver custom portfolios to their clients without spending countless hours selecting stocks and tinkering with asset allocations. Instead, Vise uses artificial intelligence to do the heavy lifting. As a result, advisors can have custom portfolios that fit each client's specific needs with the ease of implementation that is usually only reserved for model portfolios.
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