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Modern Financial Advisor
54 minutes | a month 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 | 2 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 | 3 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 | 3 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 | 4 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 | 4 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 | 4 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 | 5 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.
46 minutes | 5 months ago
Episode 39 - How RIAs Can Dramatically Improve Their Performance
Terry Mullen, CEO of Truelytics explains how RIAs can dramatically improve their performance by focusing on four key areas of their business.
27 minutes | 5 months ago
Episode 38 - The Importance of a Target Market for RIAs and Smaller Broker Dealers
Why is it that we encourage individual financial advisors to focus on niche markets but RIA firms and smaller broker-dealers still roll with the mass market approach? The benefits of target marketing are available at the firm level as well. In this episode, Mike Langford explores how you can transform your business by focusing on a target market for your advisors and the clients they serve.
62 minutes | 6 months ago
Episode 37 - How to Become Your Own Wealthiest Client with Dan Cuprill of Advisor Architect
Dan Cuprill of Advisor Architect and host of The Profitable Advisor Podcast joins Mike Langford for an exploration of how financial advisors can become their own wealthiest clients by focusing on improving the profitability of their business.
47 minutes | 7 months ago
Episode 36 - How The Pandemic Might Affect Valuations For Financial Advisory Business Sales
Owen Dahl, of the Dahl Consulting Group, joins Terry Mullen, CEO of Truelytics, and Mike Langford for a conversation about how the COVID-19 pandemic might affect valuations, deal structure, and the volume of M&A deals for financial advisors.
26 minutes | 7 months ago
Episode 35 - What Wealth Management Firms Can Learn From Auto Racing Teams
There are a lot of parallels between high-performing wealth management firms with top-performing advisors and the top teams and their drivers in auto racing. In this episode, Mike Langford explores what broker-dealers and RIAs can do to emulate the elite teams in Formula 1, Nascar, NHRA, and World Endurance Championship racing to produce advisors that outperform their peers.
33 minutes | 7 months ago
Episode 34 - Why Protecting Financial Advisors’ Businesses is Good Business for Broker Dealers
Dan Mayes, SVP of Succession Planning and Business Acquisition at Cetera Financial Group joins Mike Langford for a conversation about how one of the world's largest independent broker-dealers is helping their advisors protect their business. The firm's innovative Legacy Builder Progam and Advisor Resiliency Pack are two programs helping advisors through a challenging time and protecting the long-term value of their business.
65 minutes | 7 months ago
Episode 33 - The Value of Benchmarking for RIAs and Independent Financial Advisors
Catherine Williams, VP and Head of Practice Management at Dimensional Fund Advisors (DFA) and Tom Orecchio, CEO of Modera Wealth Management join Terry Mullen, CEO of Truelytics for a conversation on the value of benchmarking for RIAs and independent financial advisors. The conversation is moderated by Mike Langford.
52 minutes | 8 months ago
Episode 32 - Eli Gassert On Rapid Technology Solution Development for Wealth Management
Eli Gassert, Chief Technology Officer of Truelytics shares his vision and approach for the rapid development of new technology solutions for a fast-changing wealth management industry. In a space where it is commonly expected to have technologies take years to develop and deploy, Eli explains how it is possible to shrink that time down to a matter of weeks.
30 minutes | 8 months ago
Episode 31 - How Financial Advisors and RIAs Can Benefit From the CARES Act
The Coronavirus Aid, Relief and Economic Security (CARES) Act has opened up the opportunity for independent financial advisors, RIAs, and other wealth management firms to access emergency capital as a mechanism to cushion their businesses during this time of economic crisis. Mike Langford is joined by Scott Wetzel of SkyView Partners to take an initial look at the details with an effort to help the Truelytics community get started exploring the programs for their businesses.
25 minutes | 8 months ago
Episode 30 - How to Demonstrate Leadership and Calm Fears During a Time of Crisis
Financial advisors and their clients are likely feeling a lot of anxiety in the face of the COVID-19 pandemic and its impact on the economy and society. As a wealth management leader or individual financial advisor, you have an important role to play as a leader. In this podcast, Mike Langford shares some action steps you can take to project leadership and a sense of calm during this time of crisis.
40 minutes | 9 months ago
Episode 29 - How Succession Planning Helped Advisors Grow Their Business
Brad Bergdahl and Brennen Bergdahl of Premier Wealth Management Group sit down with Mike Langford to share how the succession planning process transformed their business. Not only did it secure Brad's legacy but it also set in motion a future for Brennen and the other members of the team. This, in turn, has allowed them to focus on growth.
46 minutes | 10 months ago
Episode 28 - Recruiting and Retaining Financial Advisors with Terry Mullen of Truelytics
Terry Mullen, CEO and Co-Founder of Truelytics joins Mike Langford to explore the urgent need to improve the financial advisor recruiting process.
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