88 episodes
Modern Financial Advisor Truelytics
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- Technology
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4.3 • 10 Ratings
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The Modern Financial Advisor podcast, by Truelytics (An Envestnet company), 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.
Disclosure
The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this podcast is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The statements contained herein are based upon the opinions of third-party sources. Information obtained from third party sources is believed to be reliable but not guaranteed. All opinions and views constitute the judgments of the author(s) as of the date of recording and are subject to change at any time without notice.
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Marketing Trends Financial Advisors Are Using To Grow Their Businesses
Kevin Darlington, the General Manager and Head of Broadridge Advisor Solutions joins Mike Langford for a deep dive on advisor marketing trends.
Kevin and his team at Broadridge recently released their 4th annual report on advisor marketing trends and there is a ton of fascinating insights for us to cover... whether you are looking to aggressively grow your business or you want to continue to run it as a thriving lifestyle business.. this is a great episode for you. -
Using Outsourced Tax Preparation Services To Grow Your Financial Advisory Business
Brian Nuttall and Rick Wilkens from Elevate CPA Group return to the show for a fascinating conversation that fits right into a trend that seems to a frequent topic as of late.
The team at Elevate is rolling out a new Tax Prep As A Services solution for the clients of independent financial advisors and RIAs. As Mike Langford explains, these value-add services are expanding the possibilities for client relationships and open the door for increased share of wallet. -
How Financial Advisors Are Increasing The Scalability Of Their Businesses With Outsourcing
Laura Gregg, Senior Vice President and Director of Practice Management & Advisor Research at FlexShares ETFs shares the findings from her team's latest study titled "The Race to Scalability 2022 - Current Insights from 12 years of Advisor Research on Investment Management Trends”
Of particular interest is the adoption of outsourced solutions by independent financial advisors and RIAs and how outsourcing is helping to drive scalability. -
How Coaching Principles Can Help Advisors Achieve More
Matt Spielman, Founder and Head Coach at Inflection Point Partners shares how financial advisors can leverage coaching principles in their business to achieve more in their careers and personal lives while also providing higher quality service to their clients.
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Advisor Financing For Partial Sales and Succession Planning
Greg Prokott and Samatha Angell, Managing Partners at Advisor Financing LLC make the case for why financial advisors should consider a partial sale of their business to ensure the continuity of their firm. Greg and Sam also offered a detailed roadmap for securing financing to facilitate M&A deals and internal success plans.
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Solving The Three Biggest Problems Facing Financial Advisors
Julie Pinkerton, CEO of ClientFirst by Evozen sat down with Mike Langford to explore how "community" can solve three of the biggest problems facing financial advisors today.
Customer Reviews
Fantastic!
Fantastic podcast with some great practical information. If you are in the wealth management industry this is becoming a must-listen