Modern Financial Advisor

Por: finservMarketing
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.
140 episodios disponibles

Latest episodes of the podcast Modern Financial Advisor

Mostrando página 7 de 7

Episode 20 - How to Close Clients Faster with Technology 26/08/2019
Episode 19 - How to Attract Millennial Advisors to Your Wealth Management Firm 15/08/2019
Episode 18 - Why Details Matter for your Wealth Management or Insurance Business 01/08/2019
Episode 17 - Valuation: Getting Beyond a Reasonable Doubt 23/07/2019
Episode 16 - Considering the Strategic Value in a Wealth Management Business Acquisition 14/07/2019
Episode 15 - Kirsten Petras on the acquisition activity increase in wealth management 10/06/2019
Episode 14 - Kelli Cruz on the importance of talent wealth for successful business transitions 28/05/2019
Episode 13 - Victor Gaxiola of Tech Girl Financial on using social media to increase your valuation 04/04/2019
Episode 12 - Brian Margolis of Productivity Giant on Growing Your Business by Simplifying It 14/03/2019
Episode 11 - Ivan Barretto of RIA Compliance Concepts on using compliance for a strategic edge 20/02/2019
Episode 10 - Jamie Wise of Buzz Indexes on using sentiment analysis and AI to beat the S&P 500 30/01/2019
Episode 9 Grant Hicks of Advisor Practice Management on Increasing Client Value 18/01/2019
Episode 8 - Henry Yoshida of Rocket Dollar on the value of alternative investments in IRAs 03/01/2019
Episode 7 - Jeremi Karnell on digital transformation and blockchain 10/12/2018
Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms 14/11/2018
Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms 06/11/2018
Episode 4 - Special Guest Shane Morrow of IronBridge Wealth Counsel 26/10/2018
Episode 3 - What makes a wealth management firm valuable? Jeff Miller of Truelytics 10/10/2018
Episode 2 - Practice Management with Carla McCabe of Truelytics 24/09/2018
Episode 1 - The Truelytics Origin Story with Terry Mullen 16/09/2018
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