How To Improve Your Financial Advisory Business One Week At A Time
Modern Financial Advisor
by finservMarketing
3d ago
Brian Margolis from Productivity Giant joins Mike Langford to discuss the importance of a simple weekly strategy for financial advisors to improve their productivity and achieve their goals. Brian emphasizes the need to focus on the right things and prioritize activities that provide the biggest return on investment. Resources Mentioned In This Episode: Brian's previous episode of the Modern Financial Advisor Podcast way back in 2019. Brian's Book - "The Index Card Business Plan For Sales Pros and Entrepreneurs" Chapters 00:00 Introduction and Background 04:24 The Importance of a Simple Week ..read more
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How Financial Advisors Can Use Proxy Voting As A Service To Level Up
Modern Financial Advisor
by finservMarketing
1w ago
Simon Zais, a senior manager at Egan-Jones Proxy Services, joins Mike Langford on the Modern Financial Advisor Podcast to discuss the importance of "proxy voting as a service" for financial advisors. They explore how proxy voting can help advisors deliver a higher level of service to their clients and align their portfolios with their clients' values and goals. Resources Mentioned In This Episode: MFA Episode featuring Pete Krull of Earthy Equity Advisors Engine No. 1 vs Exxon - Simon mentioned this case as an example of proxy voting driving change at a company. Simon's article titled "Hearts ..read more
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What Exactly Is Sustainable Investing? And Why Are Today's Clients Demanding It?
Modern Financial Advisor
by finservMarketing
1w ago
In this episode of the Modern Financial Advisor podcast, Mike Langford interviews Pete Krull, CEO of Earth Equity Advisors, about sustainable investing. They discuss the importance of sustainable investing for financial advisors and their clients, debunk common myths about sustainable investing, and explore the growth opportunities in the field. Pete and Mike also touch on the role of ESG metrics, the future of the insurance industry in the face of climate change, and the increasing demand for sustainable investing among different generations. Resources Mentioned In This Episode: Earth Equity ..read more
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What Exactly Is Sustainable Investing? And Why Are Today's Clients Demanding It?
Modern Financial Advisor
by finservMarketing
2w ago
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Why Financial Advisors Should Provide Simple Financial Health Metrics To Their Clients
Modern Financial Advisor
by finservMarketing
3w ago
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 financial health, such as liquidity, debt-to-income ratio, and savings rate. By using vital signs, advisors can provide personalized advice and help clients make informed decisions about their finances. Resources Mentioned In This Episode: Elementality Podcast - With Reese Harper and Carl Richards Dentist A ..read more
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Cracking The Code On Organic Growth For Financial Advisors
Modern Financial Advisor
by finservMarketing
2M ago
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 cracking the code on organic growth for financial advisors. Resources Mentioned In This Episode: Bridging The Gap Podcast - Tom joined Matt Reiner on this podcast recently and we hit on one of the points from that episode to tip off our conversation. Data from PriceMetrix by McKinsey - Mike mentioned the study and an MFA Podcast episode wi ..read more
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Cracking The Code On Organic Growth For Financial Advisors
Modern Financial Advisor
by finservMarketing
3M ago
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 cracking the code on organic growth for financial advisors. Resources Mentioned In This Episode: Bridging The Gap Podcast - Tom joined Matt Reiner on this podcast recently and we hit on one of the points from that episode to tip off our conversation. Data from PriceMetrix by McKinsey - Mike mentioned the study and an MFA Podcast episode ..read more
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Appreciating How Modern The Profession Of Financial Advisor Actually Is
Modern Financial Advisor
by finservMarketing
3M ago
There are financial advisors working today who are members of the first generation of people to ever call themselves financial advisors. Think about that! On this episode of the show, Matt Reiner returns to nerd out with Mike Langford about some of the exciting innovations that are creating new opportunities for modern financial advisors. Resources Mentioned In This Episode: The Circle - Matt and his team have created a vibrant community to share actionable strategies, weekly, to enhance your life, elevate your business and enrich your client experience. "Your Future Self" by Hal Hershfield ..read more
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Protecting Your Clients And Your Firm From Financial Fraud
Modern Financial Advisor
by finservMarketing
6M ago
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 clients for becoming victims of fraud and how to help clients recover if they are victimized. Toward the end of the episode Andrew and Mike dive into the mechanisms financial advisors can use to protect their firm from fraudsters. Because like the famous bank robber Willie Sutton said when asked why he robs banks, financial advisors are "where the mon ..read more
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How Financial Advisors Can Boost Business Development
Modern Financial Advisor
by finservMarketing
6M ago
Dr. Jean Oursler "The Results Queen" explains how our caveman brains often get in the way of our ability to develop our businesses to the fullest. However, simple changes to a financial advisor's approach to his or her business development process can lead to dramatic improvements in a short time. Dr. Jean also shares some personal stories about her journey. She credits investing in herself early, even before her business was achieving real traction, as key lever for her success. Resources Mentioned In This Episode: Caveman Brain - Dr. Jean's company specializes in helping financial advisors ..read more
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