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Modern Financial Advisor

By Truelytics

The Modern Financial Advisor podcast, by Truelytics, explores topics related to transition management and business optimization for the wealth management and insurance industries. The show is hosted by Mike Langford and features a variety of guests.

  1. 1.
    Episode 25 - How to get clients as a financial advisor by looking beyond the 1%11/20/2019
    28:41
  2. 2.
    Episode 24 - How Zero Dollar Trade Commissions Affect Financial Advisors11/5/2019
    52:44
  3. 3.
    Episode 23 - How financial advisors can use their websites to convert prospects to clients10/23/2019
    45:56
  4. 4.
    Episode 22 - What holds many advisors and agents back from growing their practice into a business?9/27/2019
    40:52
  5. 5.
    Episode 21 - Make Your Wealth Management Business Easy to Work With and Work For9/11/2019
    27:50
  6. 6.
    Episode 20 - How to Close Clients Faster with Technology8/26/2019
    43:47
  7. 7.
    Episode 19 - How to Attract Millennial Advisors to Your Wealth Management Firm8/15/2019
    29:34
  8. 8.
    Episode 18 - Why Details Matter for your Wealth Management or Insurance Business8/1/2019
    19:22
  1. 9.
    Episode 17 - Valuation: Getting Beyond a Reasonable Doubt7/23/2019
    17:51
  2. 10.
    Episode 16 - Considering the Strategic Value in a Wealth Management Business Acquisition7/14/2019
    20:30
  3. 11.
    Episode 15 - Kirsten Petras on the acquisition activity increase in wealth management6/10/2019
    48:42
  4. 12.
    Episode 14 - Kelli Cruz on the importance of talent wealth for successful business transitions5/28/2019
    51:54
  5. 13.
    Episode 13 - Victor Gaxiola of Tech Girl Financial on using social media to increase your valuation4/4/2019
    48:00
  6. 14.
    Episode 12 - Brian Margolis of Productivity Giant on Growing Your Business by Simplifying It3/14/2019
    57:18
  7. 15.
    Episode 11 - Ivan Barretto of RIA Compliance Concepts on using compliance for a strategic edge2/20/2019
    44:00
  8. 16.
    Episode 10 - Jamie Wise of Buzz Indexes on using sentiment analysis and AI to beat the S&P 5001/30/2019
    42:18
  9. 17.
    Episode 9 Grant Hicks of Advisor Practice Management on Increasing Client Value1/18/2019
    45:09
  10. 18.
    Episode 8 - Henry Yoshida of Rocket Dollar on the value of alternative investments in IRAs1/3/2019
    44:43
  11. 19.
    Episode 7 - Jeremi Karnell on digital transformation and blockchain12/10/2018
    28:38
  12. 20.
    Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms11/14/2018
    40:16
  13. 21.
    Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms11/6/2018
    34:02
  14. 22.
    Episode 4 - Special Guest Shane Morrow of IronBridge Wealth Counsel10/26/2018
    44:59
  15. 23.
    Episode 3 - What makes a wealth management firm valuable? Jeff Miller of Truelytics10/10/2018
    30:18
  16. 24.
    Episode 2 - Practice Management with Carla McCabe of Truelytics9/24/2018
    26:25
  17. 25.
    Episode 1 - The Truelytics Origin Story with Terry Mullen9/16/2018
    25:50

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