
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 | Twice monthly | Episodes | 140 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingTechnologyBusiness | |||

The Future of Financial Advising: Alan Moore on XYPN's Growth, Fee-For-Service Models, and More
In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Alan Moore, CEO of XY Planning Network (XYPN) and AdvicePay, ... more
Unlocking The Secrets to Scaling Your Financial Advisory Business - Michael Kitces on XYPN Live
In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Michael Kitces during the XYPN Live conference in Austin, Tex... more
In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by David Knoch, CEO of Docupace, to discuss the evolving landscape of financial advisory operations.
David shares his insights on the industry's archaic practice... more
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
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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
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #245 |
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Listeners, social reach, demographics and more for this podcast.
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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.
Rephonic provides a wide range of podcast stats for Modern Financial Advisor. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Modern Financial Advisor and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
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Rephonic provides comprehensive predictive audience data for Modern Financial Advisor, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
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These podcasts share a similar audience with Modern Financial Advisor:
1. The Perfect RIA
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. Barron's Advisor
5. The Great Retirement Debate with Ed Slott & Jeffrey Levine
Modern Financial Advisor launched 7 years ago and published 140 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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Rephonic pulls ratings and reviews for Modern Financial Advisor from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
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Recent guests on Modern Financial Advisor include:
1. David Knoch
2. Louis Retief
3. Steve Lockshin
4. Ian Karnell
5. Kyle Zasky
6. Dan Zitting
7. Justin Whitehead
8. Jason Early
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.