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Truelytics
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
Reese Harper, CEO of Elements, joins Mike Langford to discuss how financial advisors can use vital signs to improve client conversations and increase their comfort level around financial advice.
Reese explains that vital signs are objective scores that measure various aspects of a client's...
Published 05/01/24
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.
It turns out, people in the community tend to bring other clients...
Published 03/27/24
Published 03/27/24
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