About this podcast
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.
148 episodes · business
Modern Financial Advisor
About this podcast
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.
Latest episodeFix This Before You Buy Another AI Tool for Your Financial Advisory Business with Kristefor Lysne
Recent episodes
- Building Industry Cred by Saying Yes to Every Opportunity with Domenick D'Andrea7 Jul · 28 min
- Getting Your Financial Business Featured in the Media with Allie Zendrian of AtoZ Communications4 Jun · 29 min
- How Financial Advisors Can Win More Business Owner Clients28 May · 31 min
- Why Your Clients Don't Need a 75-Page Report (And What to Give Them Instead)26 May · 28 min
- "How Much Have You Got?" — Why the AUM Model Is on Borrowed Time | Bob Veres of Inside Information19 May · 35 min
- Why Modern Financial Advisors Must Offer Comprehensive Banking Solutions and Advice or Risk Losing Clients13 Mar · 49 min
- Love Your Customer or Quit: The 4 Pillars of Client Experience That Actually Matter7 Mar · 56 min
- The AI Paradox: How a Notetaking App Is Making Financial Advisors More Human17 Feb · 59 min
- Alan Moore from XYPN Live on Entrepreneurship, Escape Velocity, and the RIA Fee-For-Service Revolution16 Oct 2025 · 39 min
- Michael Kitces Explains How Financial Advisors Can Create Gravity to Attract Clients vs Fighting Time and Scale Constraints16 Oct 2025 · 36 min
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