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finservMarketing
Modern Financial Advisor
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.
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Ratings & Reviews
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4.4 stars from 12 ratings
Amazing Show
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“Amazing show with great content! Thank you for the insights Mike!!!”
JenTracy7 via Apple Podcasts ·
United States of America ·
10/31/23
Fantastic!
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“Fantastic podcast with some great practical information. If you are in the wealth management industry this is becoming a must-listen”
cspathis via Apple Podcasts ·
United States of America ·
09/27/18
Recent Episodes
Patrick Spencer, Managing Director of Moneytree Software, joins Mike Langford to explore how financial advisors can enhance client relationships through technology. They discuss the evolution of Moneytree, the importance of goals-based planning and Monte Carlo simulations, and the critical role...
Published 11/01/24
Published 11/01/24
Jon Randall of XFA.Coach joins Mike Langford for an innovative exploration of strategies for growing financial advisory businesses. The conversation delves into the unique approach of XFA, the common constraints faced by advisors, and the importance of client optimization and...
Published 09/19/24
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