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Modern Financial Advisor

finservMarketing
Financial Advisors
Move Health
Healthcare Costs
Retirement Planning
Health Insurance
Financial Planning
Financial Advisory
Affordable Care Act
Age 55-64 Adults
Medicare
Tax Credits
Asset Allocation Models
Technology In Financial Services
Behavioral Finance
Wealth Management
Client Optimization
Data Ownership
Financial Technology
Health Insurance Premiums
Client Financial Management

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.

PublishesTwice monthlyEpisodes140Founded7 years ago
Number of ListenersCategories
InvestingTechnologyBusiness

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Artwork for Modern Financial Advisor

Latest Episodes

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

YouTube

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

YouTube

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

YouTube

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

YouTube

Key Facts

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Recent Guests

David Knoch
CEO of Docupace
Docupace
Episode: Building the Back Office of the Future: AI Agents and Operations Tech for Financial Advisors
Louis Retief
Co-founder of Hubly and wealth tech entrepreneur
Hubly
Episode: Why RIAs That Take Workflow Management Seriously Are Growing 33% Faster Than Their Peers
Steve Lockshin
Founder of AdvicePeriod and Vanilla, an AI powered estate planning advisory platform.
AdvicePeriod and Vanilla
Episode: Financial Advisors Who Embrace New Business Models and Adopt AI Today Will Be The Last Ones Standing
Ian Karnell
Founder of VastAdvisor, an AI-driven platform for financial advisors
VastAdvisor
Episode: How AI Will Power a New Era of Hyper Growth for Financial Advisors and Wealth Management Firms
Kyle Zasky
CEO of VRGL
VRGL
Episode: The Psychology of Prospecting: How VRGL Helps Advisors Win More Clients
Dan Zitting
CEO of Nitrogen Wealth
Nitrogen Wealth
Episode: Redefining Advisor Growth: Dan Zitting on Eliminating Friction and Building Client Confidence
Justin Whitehead
CEO of Pebble Finance
Pebble Finance
Episode: From Dumb Money to Dynamic Insights – How Pebble is Reinventing Portfolio Conversations with AI
Jason Early
CEO of RISR
RISR
Episode: Why Serving Business Owners is the Secret Sauce to Building a Vibrant Wealth Management Firm
Adrian Johnstone
CEO of PractiFY, focuses on client relationship management technology in financial advisory firms
PractiFY
Episode: Why a Financial Advisor’s CRM Choice May Be Much More Important Than Which Broker-Dealer They Choose

Host

Mike Langford
Host of discussions featuring experts in wealth management, focusing on innovative strategies and technology in financial advising.

Reviews

4.5 out of 5 stars from 14 ratings
  • Awesome!

    One of my new fav shows.

    Apple Podcasts
    5
    Trevor Oldham
    United Statesa year ago
  • Amazing Show

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

    Apple Podcasts
    5
    JenTracy7
    United States2 years 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 States4 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 States7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The host is viewed positively for his expertise and engaging conversational style.
It's seen as a valuable resource for those in the wealth management field, particularly for industry professionals.
Listeners appreciate the podcast for its practical insights and innovative content.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Why RIAs That Take Workflow Management Seriously Are Growing 33% Faster Than Their Peers
Q: Why was your research before agreeing to join Docupace important?
It ensured alignment on vision, customer benefit, and the culture of the acquiring company.
Why RIAs That Take Workflow Management Seriously Are Growing 33% Faster Than Their Peers
Q: How did you know that financial advisory firms needed a project management solution?
By interviewing over 100 financial advisors and recognizing a common workflow problem among them.
How Financial Advisors Can Help Clients Navigate The Black Box of Healthcare Costs
Q: What makes the age group 55 to 64 especially important for healthcare planning?
This demographic is where many individuals are looking to retire but feel stuck because of their healthcare options and costs associated with it.
How Financial Advisors Can Help Clients Navigate The Black Box of Healthcare Costs
Q: Tell me what you and your co-founders saw when you looked at the healthcare challenges facing Americans?
We saw that healthcare costs act as a bottleneck preventing many clients from achieving their life goals and that financial advisors have significant influence in curbing those costs.
Redefining Advisor Growth: Dan Zitting on Eliminating Friction and Building Client Confidence
Q: How should advisors adapt their sales strategies in today's landscape?
Advisors need to enhance their digital presence and recognize that younger generations do extensive online research before making contact, thus they must adapt their sales strategies to meet new consumer behavior.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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Household Income
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Frequently Asked Questions About Modern Financial Advisor

What is Modern Financial Advisor about and what kind of topics does it cover?

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.

Where can I find podcast stats for Modern Financial Advisor?

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.

How many listeners does Modern Financial Advisor get?

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What are the audience demographics for Modern Financial Advisor?

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How many subscribers and views does Modern Financial Advisor have?

To see how many followers or subscribers Modern Financial Advisor has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

How many episodes of Modern Financial Advisor are there?

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.

How do I contact Modern Financial Advisor?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Modern Financial Advisor?

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How do I access podcast episode transcripts for Modern Financial Advisor?

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What guests have appeared on Modern Financial Advisor?

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.

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