Oct 23, 202659 min
Paul McManus is back on the show with a new company name, a new look, and a bold message for advisors: the old SEO playbook is dead. Paul, Founder and CEO of Influential Advisor Media , explains how to get found... and...
business
Modern Financial Advisor
Hosted by finservMarketing · business · EN
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 .
Pitch Analysis
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Contact path
Verified email
Booking probability
35%
Guest openness
Selective
80/100
Required Score
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Signup to Generate a PitchQuestions about Modern Financial Advisor
What is Modern Financial Advisor about?
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.
What has Modern Financial Advisor covered recently?
Recent episodes include "Get Recommended by ChatGPT: How One Podcast Appearance Doubled Paul McManus’s Business" (23 October 2026, 59 minutes), "Advisor Marketing Was Built for Compliance, Not for You with Charlie Van Derven of Social Advisors" (15 October 2026, 55 minutes), and "Pre-IPO investing isn't an advisor problem... it's a missing infrastructure problem." (8 October 2026, 49 minutes).
How often does Modern Financial Advisor publish?
Modern Financial Advisor publishes roughly weekly, with episodes averaging 51 minutes across 155 episodes.
How hard is it to get booked on Modern Financial Advisor?
Booking probability for Modern Financial Advisor is 35%, and the host is rated Selective on guests. Modern Financial Advisor requires a Pod Score of 80 or higher. Modern Financial Advisor's contact route on record: verified email.
Who should pitch Modern Financial Advisor?
The strongest fits for Modern Financial Advisor are Investment Banking & Trading and Investing & Wealth Management. Modern Financial Advisor has a business audience.
About the host
Modern Financial Advisor is a business podcast with 155 episodes published.
Verified host email: ████████@████.comSign in to unlock →
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #154
Advisor Marketing Was Built for Compliance, Not for You with Charlie Van Derven of Social Advisors
Oct 15, 202655 minCharlie Van Derven , President of Social Advisors and host of the RIA Collective podcast, joins Mike Langford to explain why so much of the marketing content built for financial advisors was designed for compliance...
Episode #153
Pre-IPO investing isn't an advisor problem... it's a missing infrastructure problem.
Oct 8, 202649 minDean Rubino , Co-Founder and CEO of KPC Private Funds , joins Mike Langford to explain why the market is going direct to consumers and skipping advisors, what fiduciaries need before they can responsibly offer pre-IPO...
- Oct 1, 202654 min
AI is already inside your firm, whether you planned for it or not — and John O'Connell has the data (and the horror stories) to prove it. John O'Connell , Founder & CEO of The Oasis Group , joins Mike Langford for a...
- Sep 24, 202645 min
Frank Burke , Chief Investment Officer at PPB Capital Partners , joins Mike Langford to unpack why private markets are having such a moment for financial advisors right now. Frank has been at PPB since 2017, helping...
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Episode #150
Stop Being a Source and Start Being a Resource with Ben Lewis of The Financial Planning Association
Sep 16, 202658 minBen Lewis, Chief Communications and Development Officer at the Financial Planning Association (FPA), joins Mike Langford to make the case that the age of AI is actually the best moment in years for financial advisors to...
- May 28, 202631 min
Between 40 and 55% of millionaires in the United States are business owners. That's one of the biggest opportunities in wealth management right now... and most advisors are barely scratching the surface of it. In this...
- May 26, 202628 min
What if the most powerful thing you could hand a client after a meeting isn't a detailed report... but something their spouse could actually understand? Alison Susko , VP of Community at Asset-Map , joins Mike Langford...
Episode #144
"How Much Have You Got?" — Why the AUM Model Is on Borrowed Time | Bob Veres of Inside Information
May 19, 202635 minWhat if the financial planning profession is more fragile than it looks? Recorded live at the Fearless Investing Summit by Nitrogen Wealth, Mike sits down with Bob Veres — veteran industry observer, writer, and...
Episode #143
Why Modern Financial Advisors Must Offer Comprehensive Banking Solutions and Advice or Risk Losing Clients
Mar 13, 202649 minBob Clare spent 25 years inside Bank of America and Merrill Lynch before founding Fispoke — a complete embedded banking and lending platform built specifically for independent RIAs and financial advisors. And what he...
- Mar 7, 202656 min
Rich Walker , co-founder and CEO of Quik! , joins Mike Langford to share his four essential pillars for creating exceptional client experiences—including the provocative first principle: love your customer. Rich reveals...
- Feb 17, 202659 min
What if AI could actually make you MORE human with your clients? Matt Halloran , Chief Evangelist at Zocks , joins Mike Langford to share a powerful paradox that's transforming financial advisory: the technology that...
Episode #140
Alan Moore from XYPN Live on Entrepreneurship, Escape Velocity, and the RIA Fee-For-Service Revolution
Oct 16, 202539 minThe Future of Financial Advising: Alan Moore on XYPN's Growth, Fee-For-Service Models, and More In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Alan Moore , CEO of XY Planning...
- Oct 16, 202536 min
Unlocking The Secrets to Scaling Your Financial Advisory Business - Michael Kitces on XYPN Live In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Michael Kitces during the XYPN...
Episode #138
Building the Back Office of the Future: AI Agents and Operations Tech for Financial Advisors
Oct 5, 202558 minIn this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by David Knoch , CEO of Docupace , to discuss the evolving landscape of financial advisory operations. David shares his insights on...
Episode #137
Why RIAs That Take Workflow Management Seriously Are Growing 33% Faster Than Their Peers
Sep 25, 20251h 5mHow I Built and Sold My FinTech Startup: Louis Retief of Hubly on The Modern Financial Advisor Podcast In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Louis Retief, co-founder...
Episode #136
Financial Advisors Who Embrace New Business Models and Adopt AI Today Will Be The Last Ones Standing
Sep 17, 20251h 2mIn this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Steve Lockshin , founder of AdvicePeriod and Vanilla Technologies . Steve shares insights on...
Episode #135
How AI Will Power a New Era of Hyper Growth for Financial Advisors and Wealth Management Firms
Sep 5, 202557 minUnlocking Scalable Growth for Financial Advisors with AI In this episode of the Modern Financial Advisor podcast, host Mike Langford is joined by Ian Karnell , who introduces his new company, VastAdvisor , and discusses...
- Jul 22, 20251h 1m
On this episode of the Modern Financial Advisor Podcast, Mike Langford welcomes Kyle Zasky , the new CEO of VRGL , for his first-ever podcast appearance. The two dive deep into why so many advisors struggle with client...
Episode #133
Redefining Advisor Growth: Dan Zitting on Eliminating Friction and Building Client Confidence
Jul 10, 202556 minJoin Mike Langford in this eye-opening episode of the Modern Financial Advisor Podcast as he chats with Dan Zitting , CEO of Nitrogen Wealth , formerly Riskalyze. They discuss the evolving landscape of financial...
Recent guests
Recent guests on Modern Financial Advisor. Study who booked and why before you pitch.
P
Paul McManus
Chief Executive, More Clients More Fun LLC, MCMF Publishing
M
Michael Kitces
Chief Financial Planning Nerd, Buckingham Wealth Partners
J
John O'Connell
franchise investment consultant, Financial Services Union
B
Ben Lewis
head of Mercer's investment DC workplace proposition, University of Utah Huntsman Mental Health Institute
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