Solving the Biggest Tech Problem in Wealth Management by Creating True Ownership of Your Firm’s Data

Modern Financial Advisor

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Stories that change the way the world treats animals.

1 yıl önce 45:38

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PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.

Resources Mentioned In This Episode:

Orion - Jud Mackrill shares the story of being employee number 20 at Orion and how getting to work alongside the company's founder, Eric Clarke, shaped his career.
Skience - As part of Jud's recalling the origin story of Milemarker he reflects on meeting his co-founder Kyle Van Pelt when Kyle was still working at Skience.
Zapier - Mike mentioned how his sees some high-level parallels between what Milemarker is doing for wealth management firms and how Zapier has created the ability for businesses to connect a variety of other web services.
Holistiplan - Jud mentioned how Milemarker is working to make it easier for advisors to adopt solutions like Holistiplan, a tax planning softwares tool and
Wealth.com - An estate planning tool that benefits from deeper integration and ease of use with the advisor's existing workflow.
Stefan Ludlow - Jud mentioned Stefan and his role as the CTO at Cerity Partners as an example of what a CTO at a modern financial advisory firm hopes their job will look like versus what life is like for most tech leaders in wealth management.
The Connected Advisor - The Milemarker team are producing Podcast and Newsletter to connect with their prospects, clients, and the wider wealth management community. A side benefit is it helps them better articulate their thoughts about the space.

Chapters

00:00 Introduction to Data Ownership Challenges

02:28 Understanding Milemarker's Mission

04:25 The Concept of Data Lakes

08:08 The Origin Story of Milemarker

14:06 The Evolution of Technology in Financial Services

19:02 Practical Applications of Milemarker

22:50 Unlocking Insights with Technology

23:19 Working on Your Business vs. In Your Business

24:18 Challenges of Technology Adoption in Advisory Firms

25:15 The Role of Milemarker in Technology Implementation

29:07 The Importance of Data Quality for AI

32:23 Preparing for the AI Revolution in Advisory Firms

36:30 Core Building Blocks for RIAs in 2025

41:29 The Value of Content Creation for Advisors

126 bölüm

#Tech #Trading #Business #Financial Advisors #MBA #Entrepreneur #Marketing #finservMarketing

Solving the Biggest Tech Problem in Wealth Management by Creating True Ownership of Your Firm’s Data

Modern Financial Advisor

published 1 yıl önce

Paylaş

MP3•Bölüm sayfası

PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.

Resources Mentioned In This Episode:

Orion - Jud Mackrill shares the story of being employee number 20 at Orion and how getting to work alongside the company's founder, Eric Clarke, shaped his career.
Skience - As part of Jud's recalling the origin story of Milemarker he reflects on meeting his co-founder Kyle Van Pelt when Kyle was still working at Skience.
Zapier - Mike mentioned how his sees some high-level parallels between what Milemarker is doing for wealth management firms and how Zapier has created the ability for businesses to connect a variety of other web services.
Holistiplan - Jud mentioned how Milemarker is working to make it easier for advisors to adopt solutions like Holistiplan, a tax planning softwares tool and
Wealth.com - An estate planning tool that benefits from deeper integration and ease of use with the advisor's existing workflow.
Stefan Ludlow - Jud mentioned Stefan and his role as the CTO at Cerity Partners as an example of what a CTO at a modern financial advisory firm hopes their job will look like versus what life is like for most tech leaders in wealth management.
The Connected Advisor - The Milemarker team are producing Podcast and Newsletter to connect with their prospects, clients, and the wider wealth management community. A side benefit is it helps them better articulate their thoughts about the space.

Chapters

00:00 Introduction to Data Ownership Challenges

02:28 Understanding Milemarker's Mission

04:25 The Concept of Data Lakes

08:08 The Origin Story of Milemarker

14:06 The Evolution of Technology in Financial Services

19:02 Practical Applications of Milemarker

22:50 Unlocking Insights with Technology

23:19 Working on Your Business vs. In Your Business

24:18 Challenges of Technology Adoption in Advisory Firms

25:15 The Role of Milemarker in Technology Implementation

29:07 The Importance of Data Quality for AI

32:23 Preparing for the AI Revolution in Advisory Firms

36:30 Core Building Blocks for RIAs in 2025

41:29 The Value of Content Creation for Advisors

126 bölüm

#Tech #Trading #Business #Financial Advisors #MBA #Entrepreneur #Marketing #finservMarketing

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Modern Financial Advisor

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22 gün önce52:52

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How Financial Advisors Can Help Protect the Privacy, Security, and Reputation of Their Wealthy Clients 51:46

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51:46

Mykolas Rambus , Co-Founder and CEO of Hush and Mike Langford discuss the scale of a high net worth client's digital footprint and the potential risks associated with it. They also talk about the creation of WealthX, a database of wealthy individuals, and how it led to the development of Hush, a tool that helps individuals protect their online privacy. The conversation covers topics such as cybersecurity, social engineering, and the risks posed by family members. The episode provides valuable insights and action items for financial advisors and their clients. Sponsored By: PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Related To This Episode: Protecting Your Clients And Your Firm From Financial Fraud - Andrew Crowell of D.A. Davidson shared his perspective on protecting clients from financial fraud. Wealth-X - Mykolas and Mike mentioned Wealth-X multiple times in this episode. Chapters 00:00 Introduction 02:44 The Scale of a High Net Worth Client's Digital Footprint 04:36 The Creation of WealthX and the Development of Hush 08:22 Finding Information and Building Dossiers 11:14 The Need for Hush and Protecting Online Privacy 17:20 Cybersecurity and Awareness for Financial Advisors 21:55 Risks Posed by Family Members and Precautions to Take 25:03 Conclusion and the Importance of Online Privacy 26:03 The Growing Threat of Extortion and Sex Extortion 28:01 The Rise of Sim Swapping and the Importance of Cell Phone Security 31:20 Protecting Personal Information with Hush 45:19 Advisors and Hush: Enhancing Security for High Net Worth Individuals…

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37 weeks önce1:02:05

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Larry Nisenson , Chief Commercial Officer at Assured Allies and Mike Langford discusses the need for financial advisors to have conversations about long-term care insurance with their clients. As Mike emphasizes in the episode's intro, the probability of clients needing long-term care is high, and the cost of securing long-term care is also high. Larry and Mike cover statistics on the need for long-term care, the challenges of discussing it with clients, and the importance of planning for long-term care in financial advice. Sponsored By: PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Resources Mentioned In This Episode: " Is Your Home Ready to Age With You? " - Blog post on the Assured Allies with guidance on the steps your clients may need to take to ensure their house is ready to support their needs in the elder years. Modern Financial Advisor Podcast episode featuring Jay Zigmont of Childfree Wealth . goRIA with InvestmentNews - https://inpartners.investmentnews.com/goria/p/1 Zvi Bodie's website . He was my favorite professor at Boston University. Agents.NeverStop.com - This is the site that Larry mentioned you should visit to learn more about Long-Term Care Insurance. Chapters 00:00 The Need for Long-Term Care Insurance 03:45 The High Probability and Cost of Long-Term Care 09:22 Challenges of Discussing Long-Term Care with Clients 12:14 Including Long-Term Care Planning in Financial Advice 20:37 Building Relationships through Long-Term Care Conversations 26:06 Protecting Advisors from Potential Litigation 31:22 Planning for Long-Term Care 32:18 Aging in Place 40:29 Financial Tools for Long-Term Care Planning 49:00 Starting Early: Discussing Long-Term Care Options 52:25 Long-Term Care for Child-Free Clients…

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37 weeks önce50:23

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Tim Vorhoff , Vice President of CreoValo joins Mike Langford for an exploration of a growth strategy that many financial advisors are ignoring: helping private business owners sell their businesses to unlock their tied-up value. The conversation explores the opportunity for financial advisors to partner with investment banks to assist business owners in selling their companies. They discuss the scale of the opportunity, the average value of small businesses, and the importance of having conversations with business owner clients about their future plans for their businesses. Sponsored By: PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Chapters 00:00 Introduction: Unlocking Tied-Up Value 02:25 The Opportunity for Financial Advisors 04:21 Partnering with Financial Advisors 09:31 Understanding the Scale of Small Businesses 17:45 The Benefits of Organizing a Competitive Process 23:23 Having Conversations with Business Owner Clients 25:19 Maximizing the Outcome of Selling a Business 35:27 The Importance of Succession Planning 41:34 Building Trust as a Resource for Business Owners…

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40 weeks önce58:31

58:31

Chuck Failla , Founder and CEO of Sovereign Financial Group returns to the Modern Financial Advisor Podcast to share some updates on the goRIA initiative he launched in partnership with InvestmentNews . Chuck also shares his journey of going RIA and the motivation behind creating goRIA as a media outlet to educate advisors about the benefits of the RIA space. Sponsored By: PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Resources Mentioned In This Episode: Chuck Failla on LinkedIn - https://www.linkedin.com/in/charlesfailla/ Sovereign Financial Group - https://www.sovereignadvisorsolutions.com/ goRIA with InvestmentNews - https://inpartners.investmentnews.com/goria/p/1 Modern Financial Advisor Podcast EP75 - When Chuck was just getting RIA Labs off the ground - https://pod.co/modern-financial-advisor/episode-75-how-to-host-a-successful-online-event-as-a-financial-advisor Modern Financial Advisor Podcast EP108 - With Gauthier Vincent of Deloitte where we discuss end-to-end digital transformation of wealth management - https://www.finservmarketing.com/modern-financial-advisor-podcast/exploring-the-end-to-end-digital-transformation-of-wealth-management Jeff Benjamin on LinkedIn - https://www.linkedin.com/in/jeff-benjamin-9427728/ AngelSpan - https://angelspan.com/ Beautiful AI - https://www.beautiful.ai/presentations Saifr - https://saifr.ai/ Chapters 00:00 Introduction and The Importance of a High-Quality Microphone Setup 03:27 Educating Advisors about the Benefits of the RIA Space 15:26 Networking and Learning at Conferences 19:07 Integration and Future-Proofing Technology in the RIA Industry 29:22 Choosing the Right RIA Firm 30:18 The Need for Better Training 32:44 Succession Planning and Ownership Transition 38:21 Expanding Services: Advising on Alternative Investments 52:32 The Role of AI in the RIA Industry…

Modern Financial Advisor

1
Why Financial Advisors Should Focus On Serving The Unique Needs Of Childfree Clients 55:49

45 weeks önce55:49

55:49

Dr. Jay Zigmont , Founder and CEO of Childfree Wealth joins Mike Langford for a fascination conversation about the intricacies of providing comprehensive financial advice to childfree clients. They discuss the significant population of adults who do not have children and the unique needs that are not being met by traditional financial planning methods. They also explore the reasons why people choose to be childfree and the challenges faced by financial advisors in serving this niche. The conversation covers topics such as dying with zero, long-term care planning, estate planning, retirement, and the importance of understanding the goals and desires of childfree clients. Sponsored By: PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Resources Mentioned In This Episode: Jay Zigmont's Book - " The Childfree Guide to LIfe and Money " The Fixed-Index Annuity with a Health-Activated Income Multiplier - This the annuity Jay mentioned during the show. Long Term Care for Childfree Individuals - An article Jay wrote on the topic. Fidelity Investments (FCAT) study on soloists - " A Family of One: The Ascendance of Solo Households " Jay's guest article on Michael Kitces' blog - " Why Childfree People Require A Unique Financial Planning Process " Rajini Kodialam - Mike mentioned how Rajini urged financial advisors to stop calling women a segment. "Any group that makes up over half of the population cannot be a segment." Chapters 00:00 Introduction to Child-Free Financial Advice 03:45 The Size and Significance of the Child-Free Population 08:07 Understanding the Choice to Be Child-Free 13:25 Dying with Zero: A Different Approach to Financial Planning 15:23 The Life of Child Wealth: Redefining Retirement 27:43 Addressing the Unique Needs of Child-Free Individuals 36:44 Creating Communities and Support Networks 46:25 Challenges and Biases Faced by Child-Free Individuals 53:48 Opportunities for Financial Advisors in the Child-Free Market…

Modern Financial Advisor

1
Exploring The End-To-End Digital Transformation Of Wealth Management 53:12

45 weeks önce53:12

53:12

Gauthier Vincent (GV), Senior Consulting Partner at Deloitte joins Mike Langford for an exploration of the digital transformation taking place in the wealth management industry. The conversation explores the impact of AI on wealth management, covering topics such as personalizing client experiences, efficiency, data infrastructure, compliance, and the modernization of core wealth platforms. It also delves into the challenges and considerations for wealth management firms in adopting AI and modernizing their tech stack. Sponsored By: PodBox - Help your guest sound as good at GV with a PodBox microphone setup. Resources Mentioned In This Episode: Deloitte Report - " The Digital Wealth Manager Of Today " SkyView 1 - A fiduciary first banking solution for your financial advisory clients. Nitrogen (formerly Riskalyze) - The comprehensive client engagement platform for wealth management firms Chapters 00:00 The Digital Transformation in Wealth Management 11:49 The Urgency for Modernization and Impact of AI 27:17 The Impact of AI on Wealth Management 41:24 Challenges and Considerations in Adopting AI for Wealth Management Firms 49:52 Modernizing the Tech Stack in Wealth Management…

Modern Financial Advisor

1
How To Improve Your Financial Advisory Business One Week At A Time 45:20

47 weeks önce45:20

45:20

Brian Margolis from Productivity Giant joins Mike Langford to discuss the importance of a simple weekly strategy for financial advisors to improve their productivity and achieve their goals. Brian emphasizes the need to focus on the right things and prioritize activities that provide the biggest return on investment. Resources Mentioned In This Episode: Brian's previous episode of the Modern Financial Advisor Podcast way back in 2019. Brian's Book - " The Index Card Business Plan For Sales Pros and Entrepreneurs " Chapters 00:00 Introduction and Background 04:24 The Importance of a Simple Weekly Strategy 09:07 Focusing on the Right Things for Maximum ROI 28:57 Common Pain Points and Symptoms 31:20 Differentiating Between Being Good and Being Successful 39:05 Success Stories and Implementing the Simple Weekly Strategy 45:10 Conclusion…

Modern Financial Advisor

1
How Financial Advisors Can Use Proxy Voting As A Service To Level Up 47:05

48 weeks önce47:05

47:05

Simon Zais , a senior manager at Egan-Jones Proxy Services , joins Mike Langford on the Modern Financial Advisor Podcast to discuss the importance of "proxy voting as a service" for financial advisors. They explore how proxy voting can help advisors deliver a higher level of service to their clients and align their portfolios with their clients' values and goals. Resources Mentioned In This Episode: MFA Episode featuring Pete Krull of Earthy Equity Advisors Engine No. 1 vs Exxon - Simon mentioned this case as an example of proxy voting driving change at a company. Simon's article titled " Hearts, Minds, and Votes: Where Smarter Wealth Managers Win " Chapters 00:00 Introduction: Proxy Voting as a Service 06:03 Aligning Portfolios with Values and Goals 10:22 Proxy Voting and Making an Impact 23:04 The Growing Influence of Retail Votes 23:34 The Growing Influence of Retail Investors in Proxy Voting 26:01 Aligning Proxy Voting with Client Values and Goals 28:18 The Importance of Meaningful Conversations with Clients 31:38 Taking Action on Proxy Voting to Deepen Client Relationships…

Modern Financial Advisor

1
What Exactly Is Sustainable Investing? And Why Are Today's Clients Demanding It? 59:44

49 weeks önce59:44

59:44

In this episode of the Modern Financial Advisor podcast, Mike Langford interviews Pete Krull , CEO of Earth Equity Advisors , about sustainable investing. They discuss the importance of sustainable investing for financial advisors and their clients, debunk common myths about sustainable investing, and explore the growth opportunities in the field. Pete and Mike also touch on the role of ESG metrics, the future of the insurance industry in the face of climate change, and the increasing demand for sustainable investing among different generations. Resources Mentioned In This Episode: Earth Equity Advisors Pete Krull on LinkedIn Cross Country Race in EV Pickup Trucks - Out of Spec YouTube and Out of Spec Podcast Green Sage Sustainability Portfolio Morgan Stanley Sustainable Signals Report Dollars and Change Podcast and YouTube Channel Book - Cradle to Cradle DEI Episode of The Modern Financial Advisor Podcast with Laura Gregg Chapters 00:00 The Role of Sustainable Investing for Financial Advisors 03:47 Debunking Myths About Sustainable Investing 12:23 The Future of the Insurance Industry in the Face of Climate Change 25:01 The Increasing Demand for Sustainable Investing Among Different Generations 29:16 Engaging with Clients and Prospects on Sustainable Investing 30:10 Meeting the Needs of Next Gen Investors 32:07 The Growth of Electric Vehicles and Charging Infrastructure 35:19 The Role of Real Estate in Sustainable Investing 43:30 Considering Climate Readiness in Retirement Planning 51:18 Connecting with Influencers in Sustainable Investing…

Modern Financial Advisor

1
Why Financial Advisors Should Provide Simple Financial Health Metrics To Their Clients 45:47

50 weeks önce45:47

45:47

Reese Harper , CEO of Elements , joins Mike Langford to discuss how financial advisors can use vital signs to improve client conversations and increase their comfort level around financial advice. Reese explains that vital signs are objective scores that measure various aspects of a client's financial health, such as liquidity, debt-to-income ratio, and savings rate. By using vital signs, advisors can provide personalized advice and help clients make informed decisions about their finances. Resources Mentioned In This Episode: Elementality Podcast - With Reese Harper and Carl Richards Dentist Advisors - This is Reese's RIA which influenced his founding of Elements Chapters 00:00 Introduction and Overview 02:56 The Concept of Vital Signs 10:05 Improving Financial Behaviors with Vital Signs 28:31 Using Vital Signs in a Niche Market 35:23 The Birth of Elements and the Importance of Vital Signs 41:06 Accelerating Client Onboarding with Elements…

Modern Financial Advisor

1
How Advisors Can Tap the Hidden Growth Potential in Their Clients’ Communities 52:25

1 year önce52:25

52:25

What if you could expand your client roster by 300% without having to spend a fortune on marketing? This week's guest Beatriz Acevedo and her team at SUMA Wealth discovered a hidden growth gem by serving the Latinx community. It turns out, people in the community tend to bring other clients with them. And as you'll hear Beatriz discuss with Mike Langford , this growth concept is present in many communities. Resources Mentioned In This Episode: How I Built This - Beatriz was a guest on HIBT Lab! with Guy Raz in which she shared more about her journey that led her to starting SUMA Wealth. Is Your Credit Guacaready? - This is a great example of the culturally relevant marketing that the SUMA Wealth team is using to build a community of over a million people. Chapters 00:00 Introduction and Background 03:23 Summa Wealth's Community-First Approach 06:09 The Aha Moment for Summa Wealth 10:18 Understanding the Target Audience 13:40 Learning from Mistakes and Adjusting 22:01 Adapting to Changing Consumer Behavior 25:22 Learning from Younger Generations 26:10 The Value of Different Perspectives 27:06 The Importance of Embracing Change and Learning from Younger Generations 29:03 Transition from TV Producer to FinTech Founder 31:16 Recognizing the Lack of Financial Education in Latino Communities 33:01 The Role of Culture and Community in Fintech 36:00 The Power of Life Experience in Decision-Making 37:26 The Opportunity of Connecting with Younger Generations 43:25 Attracting Non-Latinx Users to Summa Wealth 48:39 Future Plans for Summa Wealth…

Modern Financial Advisor

1
Cracking The Code On Organic Growth For Financial Advisors 52:45

1 year önce52:45

52:45

The lack of robust organic growth for financial advisors' businesses has been a key concern for industry leaders for years. On this episode of the podcast Tom Rieman , CEO and Founding Partner of PracticeI ntel shares what he believes is the key to cracking the code on organic growth for financial advisors. Resources Mentioned In This Episode: Bridging The Gap Podcast - Tom joined Matt Reiner on this podcast recently and we hit on one of the points from that episode to tip off our conversation. Data from PriceMetrix by McKinsey - Mike mentioned the study and an MFA Podcast episode with Kieran Bol . The Augmented Advisor Podcast - James Lee, the former President of the FPA discussed his conviction that "Financial Planner" is the 4th Great Profession. Fidelity Investments 2023 RIA Benchmarking Study SkyView Partners - Their focus on organic growth as a key driver for business valuation.…

Modern Financial Advisor

1
Appreciating How Modern The Profession Of Financial Advisor Actually Is 55:01

1 year önce55:01

55:01

There are financial advisors working today who are members of the first generation of people to ever call themselves financial advisors. Think about that! On this episode of the show, Matt Reiner returns to nerd out with Mike Langford about some of the exciting innovations that are creating new opportunities for modern financial advisors. Resources Mentioned In This Episode: The Circle - Matt and his team have created a vibrant community to share actionable strategies, weekly, to enhance your life, elevate your business and enrich your client experience. "Your Future Self" by Hal Hershfield - Matt recommended this book in the context of understanding our decision making process. Harry Markowitz - The father of modern portfolio theory passed away in 2023. The guy who created the foundation for the models that financial advisors use for managing their clients' assets only recently passed away! When Ideas Have Sex - A TED Talk by Matt Ridley that inspired a fun conversation in this episode.…

Modern Financial Advisor

1
Protecting Your Clients And Your Firm From Financial Fraud 51:19

1 year önce51:19

51:19

Andrew Crowell , Vice Chairman of Wealth Management at D.A. Davidson returns to the show to share some eye popping facts about the prevalence of financial fraud. Andrew and Mike Langford also explore what financial advisors can do to protect their clients for becoming victims of fraud and how to help clients recover if they are victimized. Toward the end of the episode Andrew and Mike dive into the mechanisms financial advisors can use to protect their firm from fraudsters. Because like the famous bank robber Willie Sutton said when asked why he robs banks, financial advisors are "where the money is." Resources Mentioned In This Episode: Americans Are Not Adequately Prepared To Detect Or Prevent Financial Fraud - Scroll down about 3/4 of the way down on this page to see the results of the fraud study. Fraud Prevention: A Guide for Senior Investors - This is a helpful guide created by the team at D.A. Davidson Willy Sutton Rule - https://www.investopedia.com/terms/w/willie-sutton-rule.asp…

Modern Financial Advisor

1
How Financial Advisors Can Boost Business Development 43:45

1 year önce43:45

43:45

Dr. Jean Oursler "The Results Queen" explains how our caveman brains often get in the way of our ability to develop our businesses to the fullest. However, simple changes to a financial advisor's approach to his or her business development process can lead to dramatic improvements in a short time. Dr. Jean also shares some personal stories about her journey. She credits investing in herself early, even before her business was achieving real traction, as key lever for her success. Resources Mentioned In This Episode: Caveman Brain - Dr. Jean's company specializes in helping financial advisors get better results in their business development. 6 Killer Questions - As Dr. Jean mentioned, this free resource outlines the key questions to ask a "potential client" through your funnel. EOS (The Entrepreneurial Operating System) - A framework for clarifying, simplifying, and achieving your vision. "Change Your Question, Change Your Life" by Marilee Adams - Dr. Jean recommended this book as a fantastic tool to learn how to ask better questions.…

Modern Financial Advisor

1
Why Every Financial Advisor Needs An Executive Assistant 51:02

1 year önce51:02

51:02

It may sound hyperbolic but the reality is the advisor who tries to do everything his or herself... is bound to let some important things fall off the table. And as Gina Cotner , CEO of Athena Executive Services explains... it's not just simple "To Do" list items that an advisor might miss. It could be important client updates or opportunities that lead to business growth.…

Modern Financial Advisor

1
How Financial Advisors Can Help Clients Manage The Gap Between What They Think Is Happening And What Is Actually Happening 45:54

1 year önce45:54

45:54

James Beam , President of TD Private Client Wealth breaks down a common challenge that clients of today's financial advisors face... information overload that often results in clients having a distorted picture of what is actually happening in the world. Jim and Mike also explore the potential impact of artificial intelligence (AI) on the modern financial advisor's business and how the use of a goals based advice approach can serve as a foundation for advisors regardless of what future technologies may come their way.…

Modern Financial Advisor

1
Want To Offer Better Financial Advice To Your Clients? Start With Checklists And Flowcharts 52:41

2 years önce52:41

52:41

Michael Lecours, CFP® says that the origin story of fpPathfinder , a company he co-founded with Michael Kitces , is a bit humbling. He found that he was routinely forgetting to ask the right questions or giving slightly incorrect answers or missing timely opportunities for recommendations when meeting with his clients. It wasn't that Michael was incompetent or lacking in financial planning skills... he is a Certified Financial Planner with over a decade of experience. It's just that there is so many things that a client might need to know about or do or not do at any given time. And the landscape is constantly changing. So, Michael came up with a simple idea. He made a series of checklists and flowcharts that he would use during client meeting to ensure he "checked all the boxes" and kept things on track. Suddenly, he felt like he was delivering higher quality advice to his clients and he realized he was onto something that other advisors could use with their clients. Resources Mentioned In This Episode: Advice Engagement Strategies : 4 Core Areas To Motivate Clients To Be More Active In The Financial Planning Process - This is a comprehensive blog post written by Michael Lecours and offers some great insight to the thought processes driving the fpPathfinder solution. Roger Pine and his company Holistiplan were mentioned a few times on this episode. Below are links to two podcasts featuring Roger: How to Increase Post-Acquisition Business Value by Adding Tax Planning Services on The Advisor Financial Forum Podcast by SkyView Partners Roger Pine of Holistiplan on Speeding Up the Tax Planning Process for Financial Advisors on The SoFin Podcast.…

Modern Financial Advisor

1
Why Writing A Short Book Can Help Financial Advisors Win New Clients 49:24

2 years önce49:24

49:24

Paul McManus , creator of The Short Book Formula and CEO of More Clients More Fun shares how he helps financial advisors write short books to attract their ideal clients. The concept is simple, write a short book that articulates the solution to a specific problem your ideal client is likely to have. Send the book to prospects. Ask them to read it prior to meeting with you. Then, have a productive initial meeting that is likely to result in closing a new client.…

Modern Financial Advisor

1
Unlocking The Hidden AUM Opportunity That Can Transform Your Client's Financial Future 46:57

2 years önce46:57

46:57

Lucas Siegel , CEO of Harbor Life Settlements joins Mike Langford to share how financial advisors can help their clients unlock assets that are lying dormant and unproductive in their life insurance policy. Lucas also shares the simple question to ask your client about their life insurance policy to help them make the best financial decision for their future.…

Modern Financial Advisor

1
How Financial Advisors Can Tap Into The Last Segment Of The Household Balance Sheet 44:47

2 years önce44:47

44:47

David Wieland , CEO of Realized shares how financial advisors can tap into a $6 trillion market segment by adding investment property wealth management.

Modern Financial Advisor

1
How Financial Advisors Can Reduce Paperwork And Supercharge Their Productivity 45:25

2 years önce45:25

45:25

Ryan George , Chief Marketing Officer of Docupace joins Mike Langford to share how new digital document technologies are allowing financial advisors to automate the repapering process for transitions, improve productivity, and increase the speed of the new client onboarding process.

Modern Financial Advisor

1
How Leaning Into Your Strengths As A Financial Advisor Can Unlock Hidden Business Potential 50:24

2 years önce50:24

50:24

Danielle White , CEO of Myriad Advisor Solutions joins Mike Langford to explore how RIAs can focus on leaning on their strengths by leveraging the capabilities of skilled outsourced providers.

Modern Financial Advisor

1
Why Helping Clients Better Understand Risk Is A Powerful Growth Strategy For Financial Advisors 48:16

2 years önce48:16

48:16

Aaron Klein , CEO of Riskalyze shares how financial advisors can grow their business... in terms of winning new clients, increasing share of wallet, and reducing client attrition by getting better at helping clients understand risk. It all boils down to clients having more confidence and comfort in their financial journey.…

Modern Financial Advisor

1
What Financial Advisors Can Learn By Studying Client Behaviors And Preferences 56:38

2 years önce56:38

56:38

Mark Gochnour , Head of Global Client Services at Dimensional Fund Advisors explores some of the discoveries he and his team have made about client preferences and behaviors via DFA's most recent "Global Investor Study". Mark also shares some interesting insights on what successful firms are doing to help their younger financial advisors develop their presence with HNW clients.…

Modern Financial Advisor

1
Marketing Trends Financial Advisors Are Using To Grow Their Businesses 45:44

2 years önce45:44

45:44

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.…

Modern Financial Advisor

1
Using Outsourced Tax Preparation Services To Grow Your Financial Advisory Business 38:30

2 years önce38:30

38:30

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.…

Modern Financial Advisor

1
How Financial Advisors Are Increasing The Scalability Of Their Businesses With Outsourcing 52:46

2 years önce52:46

52:46

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.…

Modern Financial Advisor

1
How Coaching Principles Can Help Advisors Achieve More 53:22

2 years önce53:22

53:22

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.

Modern Financial Advisor

1
Advisor Financing For Partial Sales and Succession Planning 45:15

2 years önce45:15

45:15

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.…

Modern Financial Advisor

1
Solving The Three Biggest Problems Facing Financial Advisors 53:05

3 years önce53:05

53:05

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.

Modern Financial Advisor

1
How To Secure Financing For Your RIA Or Multi-Advisor Wealth Management Firm 43:21

3 years önce43:21

43:21

Jeff Conyer , CEO of Wealth Advisor Financing joins Mike Langford for an expansive conversation about how financial advisors and RIA firms can secure the financing they need for M&A deals and succession.

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