27 episodes

The Modern Financial Advisor podcast, by Truelytics, explores topics related to transition management and business optimization for the wealth management and insurance industries. The show is hosted by Mike Langford and features a variety of guests.

Modern Financial Advisor Truelytics

    • Technology

The Modern Financial Advisor podcast, by Truelytics, explores topics related to transition management and business optimization for the wealth management and insurance industries. The show is hosted by Mike Langford and features a variety of guests.

    Episode 27 - New Business Financing Options Available To Financial Advisors and RIAs

    Episode 27 - New Business Financing Options Available To Financial Advisors and RIAs

    As the pace of advisor transitions and mergers & acquisitions for RIAs picks up in the new decade, the need for financing options to facilitate these moves will increase. In this episode of the Modern Financial Advisor podcast, Mike Langford is joined by Scott Wetzel of SkyView Partners to explore the new range of financing options that are available to advisors.

    • 37 min
    Episode 26 - Recruiting Financial Advisors is a Game of Motivational Awareness

    Episode 26 - Recruiting Financial Advisors is a Game of Motivational Awareness

    Recruiting financial advisors to your broker-dealer or RIA firm requires an in-depth understanding of what drives the advisor on an emotional level. Changing firms is a big, risky move for an advisor's business and few enter into that decision lightly.

    In this episode of the Modern Financial Advisor podcast, Mike Langford is joined by recruiting expert Matthew Bassuk to explore the history of recruiting in the wealth management industry and look at where things are headed.

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

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

    In a recent study by CNBC and Acorns, it was revealed that 99% of Americans are NOT working with a financial advisor. That means that nearly everyone you come in contact with is likely in need of your services.

    In this episode of the Modern Financial Advisor podcast, Mike Langford explains why now is the best time to start targeting the 99% and he shares a few strategies for how to find clients.

    • 28 min
    Episode 24 - How Zero Dollar Trade Commissions Affect Financial Advisors

    Episode 24 - How Zero Dollar Trade Commissions Affect Financial Advisors

    Justin Paterno, COO of Stocktwits and the newly launched zero-commission brokerage TradeApp, joins Mike Langford to explore the potential impact of the industry's move to zero trade commission on financial advisors. During this episode, Mike and Justin also talk about why social media and building an online brand is important for the modern financial advisor.

    • 52 min
    Episode 23 - How financial advisors can use their websites to convert prospects to clients

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

    Shanna Tingom of Heritage Financial Strategies joins Mike Langford for an exploration of how she and her team are using their website to win new clients at a 66% higher rate than other channels. It turns out these new clients are much more profitable as well.

    Shanna also shares how she is leveraging Truelytics to facilitate the acquisition of another advisor's practice.

    • 45 min
    Episode 22 - What holds many advisors and agents back from growing their practice into a business?

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

    Big news! Truelytics won the Allianz Field Advisory FinTech Pitchfest on September 18, 2019.

    Also, we are going to be changing the name of the Valuations Podcast to something a little broader in meaning. If you have suggestions, please send them to mike@truelytics.com

    On the show this week, Mike Langford is joined by Jeff Concepcion of Stratos Wealth Partners. Jeff shares his insights into what limits many individual financial advisors and insurance agents as they try to grow their practices into larger businesses.

    The conversation starts with martial arts and flipping burgers and ends with a discussion about Mike doing karaoke on Jeff's podcast.

    • 40 min

Customer Reviews

cspathis ,

Fantastic!

Fantastic podcast with some great practical information. If you are in the wealth management industry this is becoming a must-listen

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