125 Episodo

  1. Episode 25 - How to get clients as a financial advisor by looking beyond the 1%

    Publicado: 20/11/2019

  2. Episode 24 - How Zero Dollar Trade Commissions Affect Financial Advisors

    Publicado: 5/11/2019

  3. Episode 23 - How financial advisors can use their websites to convert prospects to clients

    Publicado: 23/10/2019

  4. Episode 22 - What holds many advisors and agents back from growing their practice into a business?

    Publicado: 27/9/2019

  5. Episode 21 - Make Your Wealth Management Business Easy to Work With and Work For

    Publicado: 11/9/2019

  6. Episode 20 - How to Close Clients Faster with Technology

    Publicado: 26/8/2019

  7. Episode 19 - How to Attract Millennial Advisors to Your Wealth Management Firm

    Publicado: 15/8/2019

  8. Episode 18 - Why Details Matter for your Wealth Management or Insurance Business

    Publicado: 1/8/2019

  9. Episode 17 - Valuation: Getting Beyond a Reasonable Doubt

    Publicado: 23/7/2019

  10. Episode 16 - Considering the Strategic Value in a Wealth Management Business Acquisition

    Publicado: 14/7/2019

  11. Episode 15 - Kirsten Petras on the acquisition activity increase in wealth management

    Publicado: 10/6/2019

  12. Episode 14 - Kelli Cruz on the importance of talent wealth for successful business transitions

    Publicado: 28/5/2019

  13. Episode 13 - Victor Gaxiola of Tech Girl Financial on using social media to increase your valuation

    Publicado: 4/4/2019

  14. Episode 12 - Brian Margolis of Productivity Giant on Growing Your Business by Simplifying It

    Publicado: 14/3/2019

  15. Episode 11 - Ivan Barretto of RIA Compliance Concepts on using compliance for a strategic edge

    Publicado: 20/2/2019

  16. Episode 10 - Jamie Wise of Buzz Indexes on using sentiment analysis and AI to beat the S&P 500

    Publicado: 30/1/2019

  17. Episode 9 Grant Hicks of Advisor Practice Management on Increasing Client Value

    Publicado: 18/1/2019

  18. Episode 8 - Henry Yoshida of Rocket Dollar on the value of alternative investments in IRAs

    Publicado: 3/1/2019

  19. Episode 7 - Jeremi Karnell on digital transformation and blockchain

    Publicado: 10/12/2018

  20. Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms

    Publicado: 14/11/2018

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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.

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