The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
Publishes | Weekly | Episodes | 137 | Founded | 7 years ago |
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Number of Listeners | Categories | BusinessInvestingTechnology |
How I Built and Sold My FinTech Startup: Louis Retief of Hubly on The Modern Financial Advisor Podcast
In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Louis Retief, co-founder of Hubly, for an in-depth con... more
In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Steve Lockshin, founder of AdvicePeriod and Vanilla Technologies.
Steve shares insights on the shortcomings of the traditio... more
Unlocking Scalable Growth for Financial Advisors with AI
In this episode of the Modern Financial Advisor podcast, host Mike Langford is joined by Ian Karnell, who introduces his new company, VastAdvisor, and discusses how it aims to radically trans... more
On this episode of the Modern Financial Advisor Podcast, Mike Langford welcomes Kyle Zasky, the new CEO of VRGL, for his first-ever podcast appearance. The two dive deep into why so many advisors struggle with client acquisition and how VRGL’s propos... more
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One of my new fav shows.
Amazing show with great content! Thank you for the insights Mike!!!
This podcast is an awesome resource for all things wealth management! Mike is a knowledgeable and skilled host and each of his conversations with guests reveals valuable insights.
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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Content centers around innovative strategies and technology in wealth management, featuring expert insights from leaders in financial services. Topics often include client acquisition, behavioral finance, asset management, and the integration of AI and digital assets into financial advising. The discussions are framed around practical advice for financial advisors, emphasizing the balance between maintaining personal connections and leveraging technology for business growth. Each episode often includes actionable takeaways for listeners, making it essential for professionals looking to enhance their practice in a rapidly evolving industry.
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These podcasts share a similar audience with Modern Financial Advisor:
1. The Efficient Advisor: Tactical Business Advice for Financial Planners
2. The Perfect RIA
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. Barron's Advisor
5. The Morgan Housel Podcast
Modern Financial Advisor launched 7 years ago and published 137 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Modern Financial Advisor include:
1. Kyle Zasky
2. Dan Zitting
3. Justin Whitehead
4. Jason Early
5. Adrian Johnstone
6. Felipe Toews
7. Greg Bogich
8. Arnim Holzer
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.