Hosted by finservMarketing · 🇺🇸 US · EN · 146 episodes
Established thought leaders with verified media credentials.
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 .
finservMarketing hosts Modern Financial Advisor, a business show with 146 episodes published.
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 ep
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 a
What 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 publisher
Bob 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 saw
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
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 was
The 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 N
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 Li
In 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 th
How 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 o
In 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 th
Unlocking 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
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 a
Join 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 advising
In this episode of the Modern Financial Advisor Podcast, Mike Langford is joined by Justin Whitehead , Co-Founder and CEO of Pebble Finance , for a deep dive into one of the most compelling use cases of AI in wealth mana
In this illuminating episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Jason Early , CEO of RISR , to discuss how targeting business owners can massively elevate a financial advisor's pra
In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by Adrian Johnstone , CEO of Practifi , to discuss the pivotal role of CRM systems in financial advisory firms. They explore the debat
In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Felipe Toews , CEO of Toews Asset Management and author of ' The Behavioral Portfolio: Managing
Join host Mike Langford in this episode of the Modern Financial Advisor Podcast as he interviews Greg Bogich , CEO of AcquireUp . Discover how seminars can be an effective strategy for growing a financial advisory busine
In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by Arnim Holzer , Global Macro Strategist at Easterly EAB , for an insightful discussion on market volatility and the need to rethink
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Modern Financial Advisor is hosted by finservMarketing. The show is categorised under business (investing) and has published 146 episodes.
Modern Financial Advisor has published 146 episodes.
Modern Financial Advisor regularly covers business, investing, technology. It sits in the business category, with a investing focus.
Modern Financial Advisor is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Modern Financial Advisor hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Modern Financial Advisor average 51 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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