Modern Financial Advisor

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.

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 li...

In this episode, Mike Langford draws your attention to the one undeniable trend that is changing the wealth management and insurance industries as well as every other business in the world. That trend? Making business easier for clients and for employees. Your competitors are constantly looking to remove friction and make it easier to do business with them. They are also exploring ways to make it...

Mike Langford is joined by Andy Ambrose, co-founder & President of Liveoak Technologies to explore how the use of compliant and secure video conferencing coupled with digital signatures and identity verification is transforming the speed of business for wealth management and other financial services firms. Imagine how much better your business would be if you could completely eliminate the nee...

In this episode, Mike Langford dives into the three crucial elements of attracting millennials to your wealth management or insurance business. The key is recognizing and embracing the life-shaping experiences of this generation of talent and empowering them to help you grow the business for the future.

In this episode, Mike Langford shares a story of how he noticed exceptional attention to detail during his recent family vacation to Walt Disney World and how it reminded him how important details are to the valuation of a wealth management or insurance business.

Mike Langford shares a story of how his recent experience of serving as a juror in a criminal case illuminated the importance of helping a buyer get beyond a reasonable doubt for the valuation and acquisition of a wealth management or insurance business.

Mike Langford (flying solo on this episode) explores the strategic value of acquiring another wealth management or insurance business. While it is crucial to base the valuation of a firm on its cash flow, it is also important to remember that the newly acquired business will bring a lot of opportunity above an beyond the immediate cash flow add.

Kirsten Petras of Oak Street Funding joins Mike Langford to explore the rapid increase in acquisition activity in the wealth management industry. As the great wave of transitions heats up for RIAs and independent financial advisors, firms with the right financing in place are aggressively scaling up their businesses by acquiring the businesses of retiring advisors.

Mike Langford is joined by Kelli Cruz of Cruz Consulting Group to explore how wealth management businesses (RIAs, broker-dealers, and individual financial advisors) can increase the value of their firms and the success rate for their transition (either by acquisition or internal succession planning) by focusing on the talent within their organizations.

Victor Gaxiola, Head of Marketing for Tech Girl Financial, joins Mike Langford to explore how he and his team are using social media as well as video and podcasts to grow their business. In this episode you will hear how partnering with a forward-thinking broker-dealer made all the difference and why Victor believes that acquiring an audience is key to increasing the value of your wealth managemen...

Brian Margolis, founder of Productivity Giant and author of "The Index Card Business Plan" joins Mike Langford for a refreshingly new look at how to grow your wealth management business or individual financial practice.

Ivan Barretto of RIA Compliance Concepts joins Mike Langford to explore how compliance can be used as a strategic edge by wealth management firms and individual financial advisors.

Jamie Wise, CEO of Buzz Indexes, joins Mike Langford to explore how the use of sentiment analysis and powerful artificial intelligence (AI) tools have allowed Buzz to create a new stock index that continuously outperforms the S&P 500.

Grant Hicks of Advisor Practice Management and author of "Guerrilla Marketing For Financial Advisors" joins Mike Langford and Carla McCabe of Truelytics to explore the most important practice management themes for 2019.

Henry Yoshida, founder of Rocket Dollar, joins Mike Langford to discuss the value of providing clients with an easy mechanism for investing in alternative investments within tax-advantaged accounts such as IRAs and Roth IRAs.

Jeremi Karnell, CMO and Chief Product Officer of Truelytics joins Mike Langford to discuss the importance of digital transformation and how blockchain may be leveraged inside of Truelytics.

James Hughes of Live Oak Bank joins Mike Langford to discuss how wealth management firms and individual financial advisors can use debt financing to acquire a business or use it to facilitate the sale of a business. Also, in this episode, we explore whether it is a seller's market or a buyer's market. Who is really in control?

Jim DeCarlo, CEO of StratWealth joins Mike Langford to explore the role company culture plays in the success of today's wealth management firm. Happy employees make happy clients!

Shane Morrow, Managing Partner and Director of Investments at IronBridge Wealth Counsel joins Mike Langford to explore the modern wealth management firm and what's in store for the future of the industry.

Jeff Miller, President and COO of Truelytics joins Mike Langford to explore the ins and outs of business valuation for wealth management firms and individual financial advisors. Jeff also discusses his vision for the future of the wealth management industry. Hint... he doesn't see the robots taking over anytime soon.

Carla McCabe, Director of Practice Management at Truelytics joins Mike Langford to dive in on topics ranging from the valuation of OSJs to the future of the wealth management industry. Carla also draws a parallel between training for American Ninja Warrior and building a valuable financial business. Lots of great stuff! Listen up!

Terry Mullen, CEO and Founder of Truelytics joins Mike Langford to discuss the origin story of the company and explore why wealth management firms and financial advisors need to take valuation and succession planning seriously.