Modern Financial Advisor

Brian Thorp from Wealthtender explains how financial advisors can embrace client testimonials and endorsements from referral partners, friends, and their wider network thanks to new recent SEC rule changes. Brian and Mike Langford also discuss how financial advisors can level up their online presence by focusing on solution-based and client-specific content marketing.

Gil Baumgarten as a solo advisor grew his business from $200 million AUM to over $1.2 billion AUM in only 10 years. His firm, Segment Wealth Management has only 9 employees serving 210 households and operates as an "extraordinarily simple business."

Pepper Anderson , President and CEO of Chilton Trust shares her insights on how modern financial advisory firms can scale in the face of a rapidly changing business environment.

Kieran Bol , Head of Platform Operations at PriceMetrix by McKinsey joins Mike Langford for a deep dive into "The State of The North American Retail Wealth Management" market. Specifically, Kieran and Mike examine the lack of real growth for individual financial advisors. Why are so many advisors not adding new clients or new assets?

If you wanted to sell your RIA or independent financial advisory business to an internal successor or a third party would you be able to? Josh Patrick , Founding Principal at Stage 2 Planning Partners and author of " Sale Ready Company " shares what you need to do to make your firm sale ready even if you have no plans to sell.

Land Bridgers , CEO of Integrated Financial Group (IFG) shares how the use of compassion has become a core cultural strength for his firm when it comes to recruiting new financial advisors and clients. Additionally, because compassion is a fundamental ethos across all advisory teams at "The Brain Trust", as IFG is affectionately known, there is a tremendous amount of cultural glue with the relatio...

Bill Trigleth , Executive Director of Certifications at Cannon Financial Institute offers an actionable roadmap for transitioning a financial advisory business from one that relies on product sales and AUM to a modern firm that serves clients more holistically.

Laura Gregg , Senior Vice President, and Director of Practice Management & Advisor Research at Northern Trust’s FlexShares ETFs joins Mike Langford to share some powerful results from a new survey the firm conducted on diversity, equity, and inclusion.

The ecosystem of consultants and professional services providers who work with RIAs and independent financial advisors is extensive. Yet, most providers lack the ability to evaluate the value and performance of a modern financial advisory firm. In this episode of The Modern Financial Advisor podcast, Owen Dahl , Head of Professional Services at Truelytics and the original architect of the company'...

Andrew Crowell , Vice Chairman of Wealth Management at D.A. Davidson & Co. shares why financial advisors should actively participate in educating their community on the concepts of financial literacy.

Most financial advisors do not offer tax planning and strategy services to their clients. Why? Well, according to Steven Jarvis , CEO of Retirement Tax Services the answer is simple. Most advisors aren't CPAs and they lack the skills "in-house" to deliver tax planning services. But now it's possible for advisors to use a firm like Retirement Tax Services to offer more value to their clients.

Nick Cantrell , CEO of Green Future Wealth Management shares how he founded a rapidly growing financial advisory firm that focuses on serving clients who value ESG investing.

Jeff Hamaoui , Co-founder, Chief Education & Innovation Officer of Modern Elder Academy joins Jeremi Karnell , CEO of Truelytics, and Mike Langford for a fascinating and fun conversation about navigating life transitions.

Brian Nuttall , Joe DeMarco , and Rick Wilkens of Elevate CPA Group return to the show to join Mike Langford for an exploration of what an RIA or independent financial advisor can do to ensure they succeed when buying another RIA firm or book of business.

Scott Danner , CEO of Freedom Street Partners has acquired many financial advisor's books of business over the years to build a large wealth management firm. In this episode of the show, Scott shares his process for identifying and completing acquisitions as well as the personal growth journey he has undertaken as the firm has grown.

Ian Karnell, Chief Revenue Officer of Truelytics joins Mike Langford to share a fresh perspective on the opportunity for wealth management firms, RIAs, and independent financial advisors to navigate business transitions and achieve new levels of growth through the use of data and platform-based solutions.

Allen Darby , CEO of Alaris Acquisitions shares how his team of buyer advisors helps RIAs and independent financial advisors acquire high-quality practices with greater speed and less expense than other options available.

Financial advisors often help their clients with estate planning. But few help their clients prepare for the duties of becoming the executor of an estate. It's a weighty responsibility. Dan Stickel of EstateExec joins Mike Langford to share how their solution can help advisors ensure their clients are ready when the time comes to manage a loved one's estate.

It may sound odd but, many financial advisors have never sat down with a financial planner to make sure they are on track to achieve their long-term goals. Brookly Brock of Ellevate Advisors shares how she and her team are helping RIAs and independent financial advisors with their financial plans and helping them navigate their business exits.

Jeremi Karnell, CEO of Truelytics, and Scott Wetzel, CEO of SkyView Partners join Mike Langford for an expansive conversation on what the next decade holds for advisor transitions. This episode was originally shared with the audience of the Virtual Financial Advisor Conference hosted by Broadridge Advisor Solutions and Advisorist

Kevin Darlington of Broadridge Advisor Solutions and Jeremiah Desmarais of Advisorist share how their Virtual Advisor Summit is helping financial advisors learn how to grow their businesses with modern digital marketing strategies and techniques.

Brian Nuttall , Joe DeMarco , and Rick Wilkens of Elevate CPA Group join Mike Langford to share how their firm, which specializes in serving RIAs, helps a business achieve higher levels of growth.

Nate Isaacson of Grapevine6 (Now Seismic | LiveSocial) joins Mike Langford to share how financial advisors can use personalized content to attract new clients on social media.

Max Winthrop, CEO of Winthrop Wealth Management joins Mike Langford to share how he and his brother worked with their father and uncle to transition the business to the next generation and then transform the firm into a modern financial advisory business.

Tom Hine, CEO of Capital Wealth Management and author of "The Zen of Business Acquisitions" joins Mike Langford for an expansive conversation on how financial advisors should approach acquiring a business. Tom and Mike also explore some of the ins and outs of writing a book and recording an audiobook.