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Listen "Appreciating How Modern The Profession Of Financial Advisor Actually Is"
Episode Synopsis
There are financial advisors working today who are members of the first generation of people to ever call themselves financial advisors. Think about that!
On this episode of the show, Matt Reiner returns to nerd out with Mike Langford about some of the exciting innovations that are creating new opportunities for modern financial advisors.
Resources Mentioned In This Episode:
The Circle - Matt and his team have created a vibrant community to share actionable strategies, weekly, to enhance your life, elevate your business and enrich your client experience."Your Future Self" by Hal Hershfield - Matt recommended this book in the context of understanding our decision making process.Harry Markowitz - The father of modern portfolio theory passed away in 2023. The guy who created the foundation for the models that financial advisors use for managing their clients' assets only recently passed away!When Ideas Have Sex - A TED Talk by Matt Ridley that inspired a fun conversation in this episode.
More episodes of the podcast Modern Financial Advisor
Building the Back Office of the Future: AI Agents and Operations Tech for Financial Advisors
05/10/2025
Financial Advisors Who Embrace New Business Models and Adopt AI Today Will Be The Last Ones Standing
17/09/2025
How AI Will Power a New Era of Hyper Growth for Financial Advisors and Wealth Management Firms
05/09/2025
Redefining Advisor Growth: Dan Zitting on Eliminating Friction and Building Client Confidence
10/07/2025
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