38 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
    • 4.6, 7 Ratings

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 38 - The Importance of a Target Market for RIAs and Smaller Broker Dealers

    Episode 38 - The Importance of a Target Market for RIAs and Smaller Broker Dealers

    Why is it that we encourage individual financial advisors to focus on niche markets but RIA firms and smaller broker-dealers still roll with the mass market approach? The benefits of target marketing are available at the firm level as well. In this episode, Mike Langford explores how you can transform your business by focusing on a target market for your advisors and the clients they serve.

    • 26 min
    Episode 37 - How to Become Your Own Wealthiest Client with Dan Cuprill of Advisor Architect

    Episode 37 - How to Become Your Own Wealthiest Client with Dan Cuprill of Advisor Architect

    Dan Cuprill of Advisor Architect and host of The Profitable Advisor Podcast joins Mike Langford for an exploration of how financial advisors can become their own wealthiest clients by focusing on improving the profitability of their business.

    • 1 hr 1 min
    Episode 36 - How The Pandemic Might Affect Valuations For Financial Advisory Business Sales

    Episode 36 - How The Pandemic Might Affect Valuations For Financial Advisory Business Sales

    Owen Dahl, of the Dahl Consulting Group, joins Terry Mullen, CEO of Truelytics, and Mike Langford for a conversation about how the COVID-19 pandemic might affect valuations, deal structure, and the volume of M&A deals for financial advisors.

    • 47 min
    Episode 35 - What Wealth Management Firms Can Learn From Auto Racing Teams

    Episode 35 - What Wealth Management Firms Can Learn From Auto Racing Teams

    There are a lot of parallels between high-performing wealth management firms with top-performing advisors and the top teams and their drivers in auto racing. In this episode, Mike Langford explores what broker-dealers and RIAs can do to emulate the elite teams in Formula 1, Nascar, NHRA, and World Endurance Championship racing to produce advisors that outperform their peers.

    • 26 min
    Episode 34 - Why Protecting Financial Advisors’ Businesses is Good Business for Broker Dealers

    Episode 34 - Why Protecting Financial Advisors’ Businesses is Good Business for Broker Dealers

    Dan Mayes, SVP of Succession Planning and Business Acquisition at Cetera Financial Group joins Mike Langford for a conversation about how one of the world's largest independent broker-dealers is helping their advisors protect their business. The firm's innovative Legacy Builder Progam and Advisor Resiliency Pack are two programs helping advisors through a challenging time and protecting the long-term value of their business.

    • 33 min
    Episode 33 - The Value of Benchmarking for RIAs and Independent Financial Advisors

    Episode 33 - The Value of Benchmarking for RIAs and Independent Financial Advisors

    Catherine Williams, VP and Head of Practice Management at Dimensional Fund Advisors (DFA) and Tom Orecchio, CEO of Modera Wealth Management join Terry Mullen, CEO of Truelytics for a conversation on the value of benchmarking for RIAs and independent financial advisors.

    The conversation is moderated by Mike Langford.

    • 1 hr 5 min

Customer Reviews

4.6 out of 5
7 Ratings

7 Ratings

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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