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The Modern Financial Advisor podcast, by Truelytics, explores topics related to transition management and business optimization for the wealth management and insurance industries. The show is hosted by Mike Langford and features a variety of guests.

The Modern Financial Advisor podcast, by Truelytics, explores topics related to transition management and business optimization for the wealth management and insurance industries. The show is hosted by Mike Langford and features a variety of guests.
More Information

Location:

United States

Description:

The Modern Financial Advisor podcast, by Truelytics, explores topics related to transition management and business optimization for the wealth management and insurance industries. The show is hosted by Mike Langford and features a variety of guests.

Twitter:

@truelytics1

Language:

English

Contact:

(800) 834-7494


Episodes

Episode 24 - How Zero Dollar Trade Commissions Affect Financial Advisors

11/5/2019
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Justin Paterno, COO of Stocktwits and the newly launched zero-commission brokerage TradeApp, joins Mike Langford to explore the potential impact of the industry's move to zero trade commission on financial advisors. During this episode, Mike and Justin also talk about why social media and building an online brand is important for the modern financial advisor.

Duration:00:52:44

Episode 23 - How financial advisors can use their websites to convert prospects to clients

10/23/2019
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Shanna Tingom of Heritage Financial Strategies joins Mike Langford for an exploration of how she and her team are using their website to win new clients at a 66% higher rate than other channels. It turns out these new clients are much more profitable as well. Shanna also shares how she is leveraging Truelytics to facilitate the acquisition of another advisor's practice.

Duration:00:45:56

Episode 22 - What holds many advisors and agents back from growing their practice into a business?

9/27/2019
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Big news! Truelytics won the Allianz Field Advisory FinTech Pitchfest on September 18, 2019. Also, we are going to be changing the name of the Valuations Podcast to something a little broader in meaning. If you have suggestions, please send them to mike@truelytics.com On the show this week, Mike Langford is joined by Jeff Concepcion of Stratos Wealth Partners. Jeff shares his insights into what limits many individual financial advisors and insurance agents as they try to grow their practices...

Duration:00:40:52

Episode 21 - Make Your Wealth Management Business Easy to Work With and Work For

9/11/2019
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In this episode, Mike Langford draws your attention to the one undeniable trend that is changing the wealth management and insurance industries as well as every other business in the world. That trend? Making business easier for clients and for employees. Your competitors are constantly looking to remove friction and make it easier to do business with them. They are also exploring ways to make it easier for their advisors and agents to be productive. In this episode, Mike will shares some...

Duration:00:27:50

Episode 20 - How to Close Clients Faster with Technology

8/26/2019
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Mike Langford is joined by Andy Ambrose, co-founder & President of Liveoak Technologies to explore how the use of compliant and secure video conferencing coupled with digital signatures and identity verification is transforming the speed of business for wealth management and other financial services firms. Imagine how much better your business would be if you could completely eliminate the need for client paperwork and the constraint of meeting in person for transactional tasks? Liveoak...

Duration:00:43:47

Episode 19 - How to Attract Millennial Advisors to Your Wealth Management Firm

8/15/2019
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In this episode, Mike Langford dives into the three crucial elements of attracting millennials to your wealth management or insurance business. The key is recognizing and embracing the life-shaping experiences of this generation of talent and empowering them to help you grow the business for the future.

Duration:00:29:34

Episode 18 - Why Details Matter for your Wealth Management or Insurance Business

8/1/2019
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In this episode, Mike Langford shares a story of how he noticed exceptional attention to detail during his recent family vacation to Walt Disney World and how it reminded him how important details are to the valuation of a wealth management or insurance business.

Duration:00:19:22

Episode 17 - Valuation: Getting Beyond a Reasonable Doubt

7/23/2019
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Mike Langford shares a story of how his recent experience of serving as a juror in a criminal case illuminated the importance of helping a buyer get beyond a reasonable doubt for the valuation and acquisition of a wealth management or insurance business.

Duration:00:17:51

Episode 16 - Considering the Strategic Value in a Wealth Management Business Acquisition

7/13/2019
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Mike Langford (flying solo on this episode) explores the strategic value of acquiring another wealth management or insurance business. While it is crucial to base the valuation of a firm on its cash flow, it is also important to remember that the newly acquired business will bring a lot of opportunity above an beyond the immediate cash flow add.

Duration:00:20:30

Episode 15 - Kirsten Petras on the acquisition activity increase in wealth management

6/10/2019
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Kirsten Petras of Oak Street Funding joins Mike Langford to explore the rapid increase in acquisition activity in the wealth management industry. As the great wave of transitions heats up for RIAs and independent financial advisors, firms with the right financing in place are aggressively scaling up their businesses by acquiring the businesses of retiring advisors.

Duration:00:48:42

Episode 14 - Kelli Cruz on the importance of talent wealth for successful business transitions

5/28/2019
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Mike Langford is joined by Kelli Cruz of Cruz Consulting Group to explore how wealth management businesses (RIAs, broker-dealers, and individual financial advisors) can increase the value of their firms and the success rate for their transition (either by acquisition or internal succession planning) by focusing on the talent within their organizations.

Duration:00:51:54

Episode 13 - Victor Gaxiola of Tech Girl Financial on using social media to increase your valuation

4/4/2019
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Victor Gaxiola, Head of Marketing for Tech Girl Financial, joins Mike Langford to explore how he and his team are using social media as well as video and podcasts to grow their business. In this episode you will hear how partnering with a forward-thinking broker-dealer made all the difference and why Victor believes that acquiring an audience is key to increasing the value of your wealth management business.

Duration:00:48:00

Episode 12 - Brian Margolis of Productivity Giant on Growing Your Business by Simplifying It

3/14/2019
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Brian Margolis, founder of Productivity Giant and author of "The Index Card Business Plan" joins Mike Langford for a refreshingly new look at how to grow your wealth management business or individual financial practice.

Duration:00:57:19

Episode 11 - Ivan Barretto of RIA Compliance Concepts on using compliance for a strategic edge

2/20/2019
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Ivan Barretto of RIA Compliance Concepts joins Mike Langford to explore how compliance can be used as a strategic edge by wealth management firms and individual financial advisors.

Duration:00:44:00

Episode 10 - Jamie Wise of Buzz Indexes on using sentiment analysis and AI to beat the S&P 500

1/30/2019
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Jamie Wise, CEO of Buzz Indexes, joins Mike Langford to explore how the use of sentiment analysis and powerful artificial intelligence (AI) tools have allowed Buzz to create a new stock index that continuously outperforms the S&P 500.

Duration:00:42:18

Episode 9 Grant Hicks of Advisor Practice Management on Increasing Client Value

1/18/2019
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Grant Hicks of Advisor Practice Management and author of "Guerrilla Marketing For Financial Advisors" joins Mike Langford and Carla McCabe of Truelytics to explore the most important practice management themes for 2019.

Duration:00:45:09

Episode 8 - Henry Yoshida of Rocket Dollar on the value of alternative investments in IRAs

1/3/2019
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Henry Yoshida, founder of Rocket Dollar, joins Mike Langford to discuss the value of providing clients with an easy mechanism for investing in alternative investments within tax-advantaged accounts such as IRAs and Roth IRAs.

Duration:00:44:43

Episode 7 - Jeremi Karnell on digital transformation and blockchain

12/10/2018
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Jeremi Karnell, CMO and Chief Product Officer of Truelytics joins Mike Langford to discuss the importance of digital transformation and how blockchain may be leveraged inside of Truelytics.

Duration:00:28:38

Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms

11/14/2018
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James Hughes of Live Oak Bank joins Mike Langford to discuss how wealth management firms and individual financial advisors can use debt financing to acquire a business or use it to facilitate the sale of a business. Also, in this episode, we explore whether it is a seller's market or a buyer's market. Who is really in control?

Duration:00:40:16

Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms

11/6/2018
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Jim DeCarlo, CEO of StratWealth joins Mike Langford to explore the role company culture plays in the success of today's wealth management firm. Happy employees make happy clients!

Duration:00:33:59