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Modern Financial Advisor

finservMarketing

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.

PublishesWeeklyEpisodes103Founded6 years ago
Number of ListenersCategories
BusinessTechnologyInvesting

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Artwork for Modern Financial Advisor

Latest Episodes

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. more

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a month ago
YouTube

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 cr... more

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2 months ago
YouTube

There are financial advisors working today who are members of the first generation of people to ever call themselves financial advisors. Think about that! more

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2 months ago
YouTube

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 cli... more

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5 months ago
YouTube

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Reviews

4.4 out of 5 stars from 13 ratings
  • Amazing Show

    Amazing show with great content! Thank you for the insights Mike!!!

    Apple Podcasts
    5
    JenTracy7
    United States6 months ago
  • Super informative!

    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.

    Apple Podcasts
    5
    maddie@podcastingyou
    United States2 years ago
  • Fantastic!

    Fantastic podcast with some great practical information. If you are in the wealth management industry this is becoming a must-listen

    Apple Podcasts
    5
    cspathis
    United States6 years ago

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Modern Financial Advisor launched 6 years ago and published 103 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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