Modern Financial Advisor

finservMarketing
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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.

  1. OCT 16

    Alan Moore from XYPN Live on Entrepreneurship, Escape Velocity, and the RIA Fee-For-Service Revolution

    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 Network (XYPN) and AdvicePay, for an insightful discussion at the XYPN Live conference in Austin, Texas. They explore topics such as the challenges of organic growth in the financial advising industry, the rise of fee-for-service models, and the different phases of building a successful advisory business. Alan shares his journey from starting his own firm to managing two large companies, emphasizing the importance of finding the right business model and staying transparent with clients. Tune in to learn valuable insights from one of the industry's most inspiring leaders. Don't forget to subscribe on Apple Podcasts, Spotify, Google Play, Amazon, or your favorite podcast platform! Chapters: 00:00 Understanding Market Saturation in Financial Advisory 01:08 Introduction to the Modern Financial Advisor Podcast 02:56 Welcoming Alan Moore to the Show 05:14 The Origin Story of XYPN 08:36 Challenges and Growth in Entrepreneurship 15:13 Phases of Business Development 20:35 Reflecting on Rapid Growth and Challenges 21:43 The Shift to Fee-for-Service Models 22:33 Exploring the AUM Model and Market Saturation 29:30 The Origin and Growth of AdvicePay 31:56 Balancing Multiple Ventures as an Entrepreneur 33:32 Building Influence and Creating Gravity 37:09 Conclusion and Final Thoughts

    39 min

  2. OCT 16

    Michael Kitces Explains How Financial Advisors Can Create Gravity to Attract Clients vs Fighting Time and Scale Constraints

    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 Live conference in Austin, Texas. They discuss the importance of knowing your target market, focusing on strategic planning, and the concept of 'gravity' in marketing. Michael shares insights into creating a successful, scalable financial advisory business, moving away from time-based marketing activities, and the benefits of a clear, targeted market segment. The conversation also touches on the innovative structure and support offered by XY Planning Network to independent advisors. Michael's expertise offers transformative advice for financial advisors looking to grow and sustain their practices efficiently. Chapters: 00:00 Understanding the Importance of Target Audience 01:14 Introduction to the Modern Financial Advisor Podcast 03:09 Welcoming Michael Kitces 04:46 The Concept of Creating Gravity in Wealth Management 06:43 Challenges in Scaling a Financial Advisory Business 13:15 Strategic Planning and Marketing for Advisors 19:17 The Flaws of Time-Based Marketing 20:12 Scaling Your Business with Brand Building 20:59 Challenges in Organic Growth 21:44 Reinventing Business with XYPN 23:21 Building Your Own Firm with XYPN 24:39 Support and Compliance Services 25:23 Tech Stack and Community Support 29:05 Flexible Business Models and Membership 31:34 The Importance of Niche Marketing 34:53 Conclusion and Upcoming Episodes

    36 min

  3. OCT 5

    Building the Back Office of the Future: AI Agents and Operations Tech for Financial Advisors

    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 the industry's archaic practices, the importance of operational efficiency, and the role of AI in future-proofing financial services. With over 400,000 users on their platform, Docupace is leading the charge in transforming back-office operations for financial advisors. Tune in to learn about Docupace's vision for intelligent automation, their strategic acquisitions, and how they are addressing the $50 billion problem of inefficiency in financial advisory firms. Chapters: 00:00 The Archaic State of the Financial Industry 01:18 Introduction to the Modern Financial Advisor Podcast 02:44 Welcoming David Knoch: CEO of Docupace 03:54 The Evolution of Financial Advisory Operations 07:09 Docupace's Vision for the Future 10:41 The Role of Technology in Financial Services 14:19 The Human Element in Financial Planning 21:08 The Importance of Operational Excellence 25:56 Docupace's Growth and Acquisitions 27:03 Convergence of Leadership Perspectives 27:26 Acquisition Strategies and Integration 29:09 Docupace's Collaborative Culture 31:46 Balancing Independence and Integration 35:07 Build vs. Buy Decision-Making 42:42 The Role of AI in Financial Advisory 46:58 Future Vision and AI Implementation 56:14 Conclusion and Final Thoughts

    58 min

  4. SEP 25

    Why RIAs That Take Workflow Management Seriously Are Growing 33% Faster Than Their Peers

    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 of Hubly, for an in-depth conversation about his entrepreneurial journey in the wealth tech industry. Louis shares his experience of founding Hubly right out of college, the challenges and opportunities he encountered, and what it's like to have his company acquired by Docupace. They discuss the importance of efficiency and workflows for advisory firms, the role of operations managers in decision-making, and the ongoing consolidation in the wealth management tech space. Louis also provides insights into how Hubly and PreciseFP are working together post-acquisition and the long-term vision for integrated solutions in financial advisory firms. This episode is a must-watch for anyone interested in fintech, wealth management, and entrepreneurship. Don't miss it! Chapters: 00:00 Introduction to Hubly and Efficient Advisory Firms 00:52 Welcome to the Modern Financial Advisor Podcast 02:12 Louis Retief's Journey and Hubly's Origin 03:12 The Importance of Workflow Automation 17:13 Challenges and Solutions in Financial Advisory Firms 27:20 Understanding the Financial Advisory Market 33:27 Building for the Back Office 34:43 Lessons from Social Wear 36:38 Hubly's Strategic Pivot 37:43 Acquisition by Docupace 39:15 Research and Decision Making 47:00 Post-Acquisition Integration 49:17 Future Vision and Product Development 53:27 Entrepreneurial Insights and Challenges 56:12 Importance of Long-Term Thinking 58:37 Due Diligence in Tech Partnerships 01:02:12 Final Thoughts and Farewell

    1h 5m

  5. SEP 17

    Financial Advisors Who Embrace New Business Models and Adopt AI Today Will Be The Last Ones Standing

    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 the shortcomings of the traditional AUM model, the rise of AI in financial advising, and the potential of technology to revolutionize the industry. They discuss estate planning, the importance of serving high net worth clients, and practical applications of AI and tokenization. Steve also opens up about his personal life, including his passion for wake surfing as a morning routine. Join us for a deep dive into the future of financial advising and what advisors should do to stay ahead. Chapters: 00:00 Introduction and Personal Anecdote 01:20 Welcome to the Modern Financial Advisor Podcast 01:25 Guest Introduction: Steve Lockshin 03:00 Morning Routine: Wake Surfing 06:47 The Importance of Estate Planning 13:46 Vanilla: Revolutionizing Estate Planning 20:06 Challenges in the Financial Advisory Industry 26:58 The AUM Model: Pros and Cons 32:42 The Importance of Fee Negotiation 33:25 Client Scenarios and Advisor Conflicts 34:44 Structuring Advisory Fees 35:26 Fee Calculators and Transparency 36:46 Client Shopping Behavior 40:46 AI and Tokenization in Wealth Management 48:33 The Future of Financial Advisory 50:20 Advisors Adapting to Technological Changes 58:03 Final Thoughts and Advice for Advisors

    1h 2m

  6. SEP 5

    How AI Will Power a New Era of Hyper Growth for Financial Advisors and Wealth Management Firms

    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 how it aims to radically transform organic growth for financial advisors and wealth management enterprises. Ian delves into the power of AI in generating predictable, scalable lead generation systems and improving compliance for digital marketing. The episode covers the current state of digital marketing for financial advisors, the challenges, and the groundbreaking solutions VastAdvisor offers. Tune in to discover how AI can drive hyper-growth in the financial industry and make lead generation more efficient and effective. Chapters: 00:00 Introduction to AUM Growth Strategies 00:54 Welcome to the Modern Financial Advisor Podcast 01:00 Introducing VastAdvisor and Its Promises 01:59 Subscribe and Connect with Us 02:29 Conversation with Ian Karnell Begins 03:59 The Evolution of Digital Marketing for Financial Advisors 06:56 Challenges and Opportunities in Lead Generation 14:02 The Role of AI in Modern Marketing 18:51 The Vision Behind VastAdvisor 27:26 How VastAdvisor Enterprise Works 30:51 Building Custom Audiences 31:14 Audience Targeting and Ad Builder 32:44 AI-Powered Compliance 33:57 IQ Dashboards and Reporting 35:01 Firm Growth Insights 35:36 Agentic Framework and Autopilot Mode 36:14 Challenges in Financial Marketing 40:10 Optimizing Ad Spend and Lead Generation 44:00 AI's Role in Advisor Growth 51:37 Next Generation Advisors and Clients 56:29 Conclusion and Final Thoughts

    57 min

  7. JUL 22

    The Psychology of Prospecting: How VRGL Helps Advisors Win More Clients

    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 acquisition and how VRGL’s proposal and analytics platform is designed to change that. Kyle shares candid insights on the emotional hurdles advisors and prospects face, the importance of establishing trust quickly, and why tools that demonstrate value before conversion are the future of advisor growth. They also explore: Why most advisors are stuck in a comfort zone that limits growthThe “organ rejection” risk for new CEOs and how Kyle overcame itHow AI is both exciting and anxiety-inducing for advisorsWhy great advisors are part portfolio strategist, part therapist Whether you’re an advisor looking to sharpen your edge or a wealth management exec planning for scalable growth, this conversation delivers actionable perspective on what it takes to thrive in the modern RIA landscape. Chapters: 00:00 Introduction and Episode Overview 01:19 Guest Introduction: Kyle Zasky 01:52 The Human Element in Financial Advice 03:27 Kyle's Journey to CEO of VRGL 08:20 Building Trust and Rapport 14:15 VRGL's Role in Client Acquisition 24:53 The Psychology of Financial Advising 30:55 Psychology of Financial Advisors 31:56 Addressing the Shortage of Financial Advisors 32:38 Reaching Younger Demographics 33:06 Expanding Financial Services Downstream 36:07 The Role of AI in Financial Advisory 38:50 The Importance of Human Touch in Financial Advisory 40:55 Building a Sustainable Financial Advisory Career 50:02 Navigating the FinTech Landscape 55:24 Future of Financial Advisory 01:00:10 Conclusion and Final Thoughts

    1h 1m

  8. JUL 10

    Redefining Advisor Growth: Dan Zitting on Eliminating Friction and Building Client Confidence

    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, emphasizing the importance of a strong digital presence, the role of AI in enhancing advisor-client interactions, and actionable strategies to tackle slow organic growth in the industry. Dan offers fresh perspectives from his software and tech background, sharing insights on reducing advisor friction, leveraging AI for better client meetings, and the necessity of adapting sales motions for younger generations. Key Themes: The strategy behind Riskalyze’s rebrand to NitrogenUsing Net Promoter Score (NPS) to measure advisor successWhy risk tolerance is more than just age-based assumptionsHow AI and agentic workflows are transforming client meetingsRethinking referrals, sales motion, and digital trust building Don’t miss this engaging conversation on how modern advisors can deliver clarity, confidence, and scalable growth in an ever-evolving landscape. Chapters: 00:00 Understanding Modern Sales Motion 00:43 Introduction to the Podcast 02:14 Conversation with Dan Zitting Begins 03:13 Rebranding from Riskalyze to Nitrogen 06:10 Challenges and Opportunities in Wealth Management 15:48 The Importance of Digital Presence 22:32 Adapting to Changing Client Behaviors 30:53 Injecting Value into Client Conversations 31:47 Understanding Client Risk and Confidence 33:14 The Importance of Advisor-Client Relationships 36:11 Engaging the Next Generation of Clients 38:59 Realistic Risk Communication 48:35 AI and the Future of Financial Advising 53:56 Conclusion and Final Thoughts

    56 min
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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.

Information

  • Creator
    finservMarketing
  • Years Active
    2018 - 2025
  • Episodes
    140
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Modern Financial Advisor

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