How Financial Advisors Can Build Better Client Relationships by Leveraging Technology

Modern Financial Advisor

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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/ted-business">TED Business</a></span>

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TED Business

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۵ روز پیش۵d ago

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Whatever your business conundrum, there’s a TED Talk for that—whether you want to learn how to land that promotion, set smart goals, undo injustice at work, or unlock the next big innovation. Every Monday, host Modupe Akinola of Columbia Business School presents the most powerful and surprising ideas that illuminate the business world. After the talk, you'll get a mini-lesson from Modupe on how to apply the ideas in your own life. Because business evolves every day, and our ideas about it should, too. Follow Modupe on Instagram @mnakinola and LinkedIn @mnakinola Hosted on Acast. See acast.com/privacy for more information.

حدود یک سال پیش 52:07

MP3•خانه قسمت

PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.

Resources Mentioned In This Episode:

Terry Black's BBQ - It's the best barbecue in Austin. You are welcome!
How To Grow Your Financial Advisory Business by Helping Business Owners Sell Theirs - Great episode on serving business owner clients.
Advisor - Client Communication Survey by YCharts - Patrick mentioned some insights surfaced in this survey during our discussion.

Chapters

00:00 Introduction and Personal Connections

04:29 The Evolution of Money Tree

10:20 Goals-Based Planning and Monte Carlo Simulations

18:24 Building Better Client Relationships

25:15 Conclusion and Future Directions

25:42 Client Engagement and Tools for Advisors

26:40 The Importance of Visual Communication

30:00 Scenario Planning in Financial Advisory

35:41 Understanding Client Scenarios and Life Changes

41:20 Generational Perspectives on Retirement

49:06 Business Ownership as an Asset

130 قسمت

#Tech #Trading #Business #Financial Advisors #MBA #Entrepreneur #Marketing #finservMarketing

Modern Financial Advisor

How Financial Advisors Can Build Better Client Relationships by Leveraging Technology

Modern Financial Advisor

published حدود یک سال پیش

اشتراک گذاری

MP3•خانه قسمت

PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.

Resources Mentioned In This Episode:

Terry Black's BBQ - It's the best barbecue in Austin. You are welcome!
How To Grow Your Financial Advisory Business by Helping Business Owners Sell Theirs - Great episode on serving business owner clients.
Advisor - Client Communication Survey by YCharts - Patrick mentioned some insights surfaced in this survey during our discussion.

Chapters

00:00 Introduction and Personal Connections

04:29 The Evolution of Money Tree

10:20 Goals-Based Planning and Monte Carlo Simulations

18:24 Building Better Client Relationships

25:15 Conclusion and Future Directions

25:42 Client Engagement and Tools for Advisors

26:40 The Importance of Visual Communication

30:00 Scenario Planning in Financial Advisory

35:41 Understanding Client Scenarios and Life Changes

41:20 Generational Perspectives on Retirement

49:06 Business Ownership as an Asset

130 قسمت

#Tech #Trading #Business #Financial Advisors #MBA #Entrepreneur #Marketing #finservMarketing

همه قسمت ها

Modern Financial Advisor

1
Why a Financial Advisor’s CRM Choice May Be Much More Important Than Which Broker-Dealer They Choose 54:56

1 day پیش54:56

54:56

In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by Adrian Johnstone , CEO of Practifi , to discuss the pivotal role of CRM systems in financial advisory firms. They explore the debate between the importance of custodial systems versus CRMs, emphasizing the value of maintaining rich client relationships. The discussion also covers the concept of viewing technology as an investment rather than an expense, the scalability of CRM systems, and the potential future of AI in the industry. Perfect for advisors looking to gain insights on leveraging technology to enhance their client relationships and operational efficiency. Chapters: 00:00 The Debate: Custodial System vs. CRM 00:44 Introduction to the Podcast and Guest 01:53 The Importance of Client Relationships 04:24 The Role of CRM in Client Records 17:15 Technology Adoption in Financial Advisory 25:37 The Value of Technology in Financial Services 26:18 Technology as an Investment, Not an Expense 27:06 Maximizing Technology's Potential 32:14 The Future of Technology in Financial Advisory 34:23 Human Connection in the Age of Technology 40:41 Scalability and Integration in Financial Technology 51:44 The Importance of Standardized Integration 54:04 Conclusion and Final Thoughts…

Modern Financial Advisor

1
How Behavioral Portfolio Management and Honest Communication Can Transform Client Relationships 57:37

۴ weeks پیش57:37

57:37

In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Felipe Toews , CEO of Toews Asset Management and author of ' The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy .' Delve into the intricacies of behavioral finance, market timing challenges, and the crucial role of effective advisor-client communication. Discover why Felipe believes that traditional portfolio management strategies might be leading advisors and clients astray, especially when considering unexpected market scenarios and significant losses. This episode offers valuable perspectives on educating investors and rethinking portfolio construction to better navigate a complex economic landscape. Don't miss this insightful discussion that could transform how you communicate with your clients and approach portfolio management. Chapters: 00:00 Understanding Economic Perceptions 00:45 Introduction to the Podcast 02:12 Guest Introduction: Felipe Toews 03:54 Behavioral Finance 101 07:47 Challenges in Market Timing 14:40 The Importance of Proactive Communication 21:20 Historical Market Analysis 27:44 Economic Growth and Inflation Challenges 29:25 Behavioral Portfolio Design 31:40 Critique of Traditional Investment Strategies 33:39 Adapting to Market Changes 36:22 Addressing Investor Behavior 44:12 Crypto and Speculative Investments 49:29 Future Economic Risks and Portfolio Strategies 55:44 Conclusion and Final Thoughts…

Modern Financial Advisor

1
Seminar Marketing Mastery for Financial Advisors with Greg Bogich, CEO of AcquireUp 50:36

۶ weeks پیش50:36

50:36

Join host Mike Langford in this episode of the Modern Financial Advisor Podcast as he interviews Greg Bogich , CEO of AcquireUp . Discover how seminars can be an effective strategy for growing a financial advisory business. Greg discusses the benefits of seminars, including filling the room with qualified prospects, the psychological advantages of face-to-face interactions, and the importance of being perceived as an expert. Learn how AcquireUp helps financial advisors target the right audience and provides coaching to deliver compelling seminars. Whether you're a solo advisor or part of a larger RIA, this episode offers valuable insights into achieving scalable growth and converting prospects into long-term clients. Chapters: 00:00 The Challenge of Cold Calling in Sales 00:41 Introduction to the Modern Financial Advisor Podcast 01:59 Guest Introduction: Greg Bogich from AcquireUp 03:36 The Problem of Slow Growth in Wealth Management 05:00 The Struggles of New Financial Advisors 07:40 The Importance of Referrals and Their Limitations 11:08 The Effectiveness of Seminars for Financial Advisors 16:51 Targeting the Right Audience for Seminars 22:03 Educating Advisors on Effective Marketing 24:27 Understanding Seminar Attendance and Conversion Rates 26:11 The Importance of Re-engaging Non-Attendees 28:59 Effective Seminar Presentation Techniques 29:55 Training Advisors for Successful Seminars 37:39 The Value of Investing in Marketing 45:46 The Unique Appeal of the Financial Advisory Industry 47:56 Conclusion and Final Thoughts…

Modern Financial Advisor

1
Is It Time for Financial Advisors to Rethink Their Assumptions About Asset Allocation Models? 45:02

۷ weeks پیش45:02

45:02

In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by Arnim Holzer , Global Macro Strategist at Easterly EAB , for an insightful discussion on market volatility and the need to rethink traditional asset allocation models. They explore the historical context of Modern Portfolio Theory, its simplifications, and why its assumptions may not hold in today's economic environment. The conversation delves into the instability of asset correlations during periods of volatility, the impact of macroeconomic conditions, and the importance of incorporating volatility-sensitive strategies into portfolios. Advisors can benefit from practical advice on how to use high Sortino ratio funds and strategies to manage downside risks and enhance client portfolio resilience. The episode also touches upon the relevance of active versus passive management, the implications of the global pandemic on markets, and the importance of client perception of portfolio performance. Chapters 00:00 Introduction and Episode Overview 01:10 Guest Introduction: Arnim Holzer 01:24 Casual Conversation: Weekend Plans 02:21 Diving into Market Volatility 03:01 Challenging Traditional Asset Allocation Models 05:22 Flaws in Modern Portfolio Theory 06:27 Correlation and Volatility in Asset Allocation 16:06 Impact of Fed Policy on Market Correlations 24:00 Impact of the Pandemic on Inflation 24:55 Housing Market Dynamics During the Pandemic 26:13 The Fed's Response and Fixed Income Challenges 27:00 Volatility and Portfolio Management 28:36 Advisors' Role in Managing Volatility 31:25 Optimizing Portfolios with High Sortino Ratios 36:46 The Importance of Risk Management 42:40 Connecting with Arnim Holzer 44:20 Conclusion and Farewell…

Modern Financial Advisor

1
What If Financial Advisors Have Been Using the Wrong Methodology for Retirement Planning? 51:44

۸ weeks پیش51:44

51:44

In this episode of the Modern Financial Advisor Podcast, Steve Vecchione and Scott Schuebel of Statera Advisors and Statera Retirement join Mike Langford to share their innovative approach to retirement planning. After watching or listening to this conversation, it might be hard for financial advisors not to wonder “Have I been using the wrong methodology for retirement planning all these years?” Chapters 00:00 Introduction and Episode Overview 01:19 Meet the Guests: Steve Vecchione and Scott Schuebel 02:03 The Origin Story: How Steve and Scott Joined Forces 02:55 Challenging Conventional Retirement Planning 04:42 Developing a New Retirement Strategy 12:48 Addressing Retirement Risks 18:24 The Importance of Internal Rate of Return 26:14 Understanding Internal Rate of Return (IRR) 26:41 Time-Weighted Rate of Return (TWR) Explained 27:26 Comparing TWR and IRR in Portfolio Management 28:56 Impact of Market Conditions on Returns 30:20 Strategies for Retirement Planning 40:37 Purpose-Driven Dollar Concept 46:06 Balancing Risks for Optimal Returns 49:30 Conclusion and Final Thoughts…

Modern Financial Advisor

1
Why RIAs and Independent Financial Advisors Who Add Banking Services are Poised for Rapid Growth 37:15

10 weeks پیش37:15

37:15

In this episode of the Modern Financial Advisor Podcast, host Mike Langford chats with Terry Mullen , Chief Revenue Officer of Fispoke , about how financial advisors can now offer comprehensive banking services to their clients. Once exclusive to wirehouse advisors, these services are now accessible to RIAs and independent financial advisors, thanks to new technology and banking arrangements. Mike and Terry discuss the evolution of financial advice, the immense market potential, and the transformative power of integrating banking solutions for financial advisory businesses. Learn about how Fispoke is bridging this gap, the opportunities for growth, and the future of comprehensive financial planning. Don't miss out on this insightful conversation that could change the way you offer financial advice! Sponsored By: PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Resources Mentioned In This Episode: How Financial Advisors Can Help Clients Navigate The Black Box of Healthcare Costs - Mike mentioned the parallels between the work that Drew Schockley and the team at Move Health are doing for financial advisors and their clients on the health insurance landscape. Like banking, every client is going to have health care needs. As a financial advisor, you should be offering sound advice on areas like these that affect your clients’ financial lives in significant ways. Episode 1 - The Truelytics Origin Story with Terry Mullen - As Mike mentioned in this episode, Terry Mullen was the first ever guest on the podcast back when it was actually called The Valuations Podcast. Jump in the time machine and give it a listen. Chapters 00:00 Introduction and Episode Overview 01:26 Guest Introduction: Terry Mullen 01:36 The Evolution of Financial Advisory Services 02:52 The Next Wave: Comprehensive Banking Services 03:38 Identifying the Problem and Market Opportunity 05:28 Fispoke's Integrated Banking Solutions 10:45 Growth Opportunities for Financial Advisors 17:17 Future Prospects and Closing Thoughts 19:09 The Impact of Healthcare on Job Mobility 19:50 Breakaway Advisors and Wirehouse Firms 20:53 Fispoke's Integration with Independent Broker-Dealers 21:45 The Role of Technology in Financial Advisory 23:45 The Future of Banking Advisors 28:48 Fispoke's Banking Partnerships 29:50 Technology Integration with Advisor's Tech Stack 32:55 The Benefits of Smaller Banks 34:09 Conclusion and Contact Information…

Modern Financial Advisor

1
The Evolving Role of a Financial Advisor in an AI-Driven World 52:52

11 weeks پیش52:52

52:52

In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Dr. Emily Koochel , Manager of Financial Wellness at eMoney Advisor , to explore the critical role of the human advisor in an increasingly AI-powered world. They discuss how AI can be used as a tool to enhance efficiency, personalize client experiences, and maintain trust, rather than replacing human advisors. With compelling data and practical insights, this episode aims to help financial advisors feel more confident in integrating AI into their practices. Chapters 00:00 Introduction and Guest Welcome 00:12 The Human Element in Financial Advice 00:59 Podcast Subscription and Contact Information 01:29 Conversation with Dr. Emily Koochel Begins 01:45 Weekend Plans and Personal Anecdotes 02:23 AI's Impact on Financial Advisory 02:54 Dr. Koochel's Unique Qualifications 05:20 Understanding Financial Therapy 08:54 Financial Socialization and Childhood Influences 11:32 AI in Financial Planning: Opportunities and Concerns 17:25 The Importance of Human Connection 20:16 Generational Perspectives on Financial Advice 23:10 Emotional Conversations in Financial Planning 26:36 Practical AI Integration for Advisors 27:35 Exploring AI Integration in Financial Services 27:57 Identifying and Automating Manual Processes 28:47 Prioritizing High Impact, Low Risk AI Solutions 29:28 Familiarizing with AI Technologies 34:29 Personalization at Scale with AI 41:32 Building and Maintaining Trust in Client Relationships 51:52 Conclusion and Final Thoughts…

Modern Financial Advisor

1
Why the Timing is Right for Financial Advisors to Embrace Managing Digital Assets for Their Clients 47:53

13 weeks پیش47:53

47:53

Jake Claver , of Digital Ascension Group joins Mike Langford for an exploration of the growing importance of digital assets in wealth management. They discuss the concept of 'digital lottery winners'—clients who have gained significant wealth through cryptocurrencies—and the necessity for financial advisors to adapt to this new landscape. Jake also dispels a few common myths that financial advisors may have about who is investing in crypto and digital assets. The conversation also touches on the risks associated with holding digital assets and the future of regulation in the crypto space. The conversation highlights the opportunities for financial advisors to engage clients in discussions about digital assets, the potential impact of regulation on the market, and predictions for the future of transactions in a digital economy. Chapters 00:00 Introduction to Digital Assets and Wealth Management 03:01 Understanding Digital Ascension Group's Services 07:59 The Rise of Digital Lottery Winners 09:23 The Importance of Advisors in the Crypto Space 15:32 Institutional Custody Explained 22:10 The Risks of Holding Digital Assets 24:37 Understanding Institutional Custody in Crypto 25:57 The Profile of Digital Lottery Winners 28:00 The Role of Financial Advisors in Crypto 30:29 Opportunities for Financial Advisors 32:27 Engaging Clients with New Asset Classes 34:15 The Future of Financial Products on Blockchain 36:29 The Impact of Regulation on Crypto 40:28 Market Predictions and Economic Insights 45:19 The Future of Transactions in a Digital Economy…

Modern Financial Advisor

1
How Financial Advisors Can Help Clients Navigate The Black Box of Healthcare Costs 56:40

14 weeks پیش56:40

56:40

Drew Shockley , Co-Founder of Move Health joins Mike Langford to explore how financial advisors can help their clients tackle one of the biggest obstacles that many are likely going to face at some point in their life… Finding a health care plan that they can afford and that works within the framework of their overall life goals. Chapters 00:00 Introduction to Healthcare Challenges 02:45 The Role of Financial Advisors in Healthcare Planning 06:05 Understanding the Healthcare Landscape 08:52 Target Demographics for Healthcare Solutions 11:59 The Importance of Age 55-64 in Healthcare Planning 14:56 Myths About Health Insurance 18:12 The Impact of the Affordable Care Act 21:05 The Shift in Financial Advisory Services 24:10 The Modern Financial Advisor as a Quarterback 27:59 The Financial Playbook: Strategies for Retirement Planning 34:52 Navigating Healthcare: The Role of Financial Advisors 40:56 Unlocking Freedom: Transitioning Clients to Retirement 46:43 The Future of Healthcare: Insights on the Affordable Care Act…

Modern Financial Advisor

1
Why Asking The Right Questions About Your Client’s Values Often Leads to Higher Quality Financial Advice 57:45

20 weeks پیش57:45

57:45

Jason Britton , CEO of Reflection Analytics joins Mike Langford to discuss the transformative power of values-based investing. They explore how financial advisors can help clients align their investment portfolios with their personal values, moving beyond traditional metrics of financial success. The conversation delves into the evolution of financial advice, the importance of understanding client values, and the challenges of navigating polarized discussions around investment choices. Jason emphasizes the need for genuine discovery in client conversations and the role of behavioral economics in understanding client motivations. PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Chapters 00:00 Introduction to Values-Based Investing 02:51 The Evolution of Financial Advice 09:22 Defining Values in Investing 15:11 The Importance of Discovery in Client Conversations 20:38 Navigating Polarization in Values Discussions 27:10 The Complexity of Values-Based Investing 29:02 The Pursuit of Consistency Over Perfection 30:53 The Role of Corporations in Society 32:42 The Myth of a Free Market 34:37 Subsidies and Public Good 36:33 The Value of Innovation and Risk 38:30 Wealth Creation and Shared Value 40:54 The Interdependence of Corporations and Society 42:47 Personal Values in Investment Decisions 44:40 The Future of Values-Based Investing 46:38 Engaging Clients in Financial Conversations 50:55 The Dual Nature of AI and Technology…

Modern Financial Advisor

1
Solving the Biggest Tech Problem in Wealth Management by Creating True Ownership of Your Firm’s Data 45:38

26 weeks پیش45:38

45:38

Jud Mackrill , Co-Founder of Milemarker joins Mike Langford for a conversation about the challenges financial firms face regarding data ownership and integration. They discuss the concept of data lakes, the mission of Milemarker to empower financial advisors with better data control, and the evolution of technology in the financial services industry. PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Resources Mentioned In This Episode: Orion - Jud Mackrill shares the story of being employee number 20 at Orion and how getting to work alongside the company's founder, Eric Clarke , shaped his career. Skience - As part of Jud's recalling the origin story of Milemarker he reflects on meeting his co-founder Kyle Van Pelt when Kyle was still working at Skience. Zapier - Mike mentioned how his sees some high-level parallels between what Milemarker is doing for wealth management firms and how Zapier has created the ability for businesses to connect a variety of other web services. Holistiplan - Jud mentioned how Milemarker is working to make it easier for advisors to adopt solutions like Holistiplan, a tax planning softwares tool and Wealth.com - An estate planning tool that benefits from deeper integration and ease of use with the advisor's existing workflow. Stefan Ludlow - Jud mentioned Stefan and his role as the CTO at Cerity Partners as an example of what a CTO at a modern financial advisory firm hopes their job will look like versus what life is like for most tech leaders in wealth management. The Connected Advisor - The Milemarker team are producing Podcast and Newsletter to connect with their prospects, clients, and the wider wealth management community. A side benefit is it helps them better articulate their thoughts about the space. Chapters 00:00 Introduction to Data Ownership Challenges 02:28 Understanding Milemarker's Mission 04:25 The Concept of Data Lakes 08:08 The Origin Story of Milemarker 14:06 The Evolution of Technology in Financial Services 19:02 Practical Applications of Milemarker 22:50 Unlocking Insights with Technology 23:19 Working on Your Business vs. In Your Business 24:18 Challenges of Technology Adoption in Advisory Firms 25:15 The Role of Milemarker in Technology Implementation 29:07 The Importance of Data Quality for AI 32:23 Preparing for the AI Revolution in Advisory Firms 36:30 Core Building Blocks for RIAs in 2025 41:29 The Value of Content Creation for Advisors…

Modern Financial Advisor

1
How Financial Advisors Can Build Better Client Relationships by Leveraging Technology 52:07

32 weeks پیش52:07

52:07

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 of communication in building trust with clients. The conversation emphasizes the need for advisors to understand their clients' objectives and to use technology to facilitate better engagement and decision-making. PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Resources Mentioned In This Episode: Terry Black's BBQ - It's the best barbecue in Austin. You are welcome! How To Grow Your Financial Advisory Business by Helping Business Owners Sell Theirs - Great episode on serving business owner clients. Advisor - Client Communication Survey by YCharts - Patrick mentioned some insights surfaced in this survey during our discussion. Chapters 00:00 Introduction and Personal Connections 04:29 The Evolution of Money Tree 10:20 Goals-Based Planning and Monte Carlo Simulations 18:24 Building Better Client Relationships 25:15 Conclusion and Future Directions 25:42 Client Engagement and Tools for Advisors 26:40 The Importance of Visual Communication 30:00 Scenario Planning in Financial Advisory 35:41 Understanding Client Scenarios and Life Changes 41:20 Generational Perspectives on Retirement 49:06 Business Ownership as an Asset…

Modern Financial Advisor

1
Strategies For Growing a Financial Advisory Business Without Adding New Clients 51:23

38 weeks پیش51:23

51:23

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 segmentation. PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Resources Mentioned In This Episode: Most Advisors Are Not Growing Their Business - Here's Why That's A Problem and How To Fix It - Kieran Bol of PriceMetrix by McKinsey shares data that illustrates the lack of organic growth for financial advisory businesses. How Financial Advisors Can Grow Beyond a Plateau - Jon Randall joined Aaron Hasler of SkyView Partners and Mike Langford for an episode of the Advisor Financing Forum podcast to explore strategies for growth at varies levels of business for financial advisors. Chapters 00:00 Introduction to Financial Advisory Growth 02:14 Understanding XFA.Coach and Its Unique Approach 04:40 Common Constraints in Financial Advisory Growth 09:20 Revenue Tiers and Their Challenges 18:01 Client Optimization as a Growth Strategy 25:58 The Importance of Client Segmentation 36:23 Transitioning from Advisor to Coach 44:51 The Journey from Advisor to Performance Coach…

Modern Financial Advisor

1
A New Unified Managed Account Platform That Makes It Easy For Financial Advisors To Customize and Scale 35:35

39 weeks پیش35:35

35:35

Katie Hendricks , Vice President and Director of Asset Allocation Research at Dimensional Fund Advisors , joins Mike Langford to discuss the firm's newly unveiled UMA platform, which provides access to personalized and tax-efficient investment solutions. Sponsored By: PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Resources Mentioned In This Episode: Planning for Charitable Giving - Katie mentioned how UMAs are great tools for helping clients plan for charitable giving. Learn more about Donor Advised Funds on this episode with Adam Nash of Daffy . Dimensional Fund Advisors UMA Platform - This landing page offers a tremendous amount of insights into the new DFA platform for UMAs. The Trend Toward The Personalization of Investing At Scale - In this episode of the Augmented Advisor Podcast, Katie Hendrix and Shawn Jaberzadeh joined Mike Langford and John Prendergast, CEO of Blueleaf shortly after the launch of Dimensional's SMA solution. Chapters 00:00 Introduction to the UMA Platform 14:17 Difference Between UMA and SMA 18:05 Development Process of the UMA Platform 30:06 Future of the UMA Offering…

Modern Financial Advisor

1
Why Financial Advisors Need a Cybersecurity Swat Team to Respond to The Inevitable 49:57

40 weeks پیش49:57

49:57

Michael Cocanower , CEO of AdviserCyber , joins Mike Langford to discuss the importance of cybersecurity for financial advisory businesses. He highlights the increasing threats and the lack of internal resources for most RIAs to protect against cyber attacks. Sponsored By: PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Resources Mentioned In This Episode: How Financial Advisors Can Help Protect the Privacy, Security, and Reputation of Their Wealthy Clients - Mykolas Rambus of Hush SEC Reg S-D - Amendments "modernize and enhance the rules that govern the treatment of consumers’ nonpublic personal information by certain financial institutions." Chapters 00:00 Introduction: The Importance of Cybersecurity for Financial Advisory Businesses 03:08 Understanding the New SEC Rules on Cybersecurity 09:07 The Four Pillars of Cybersecurity: Prevention, Detection, Mitigation, and Remediation 23:50 Common Types of Attacks and the Need for Cybersecurity Training 24:40 Enhancing Security with Multi-Factor Authentication 25:10 Introduction to Cybersecurity Threat Reports 27:01 The Human Element in Cybersecurity 29:41 Recognizing and Avoiding Phishing Attempts 34:16 The Importance of Communication and Verification 41:10 Shifting the Mindset: Assume Breach 46:41 Proactive Measures: Isolating Individual Computers…

Modern Financial Advisor

1
How An Innovative New Solution For Donor Advised Funds Is Helping Financial Advisors Build Deeper Relationships With Client Households 45:11

41 weeks پیش45:11

45:11

Adam Nash , the co-founder and CEO of Daffy joins Mike Langford to explore the power of donor advised funds for creating opportunities for your clients and their families to make the kind of meaningful impact they want on the world. Daffy, which is short for "Donor Advised Funds For You" is an innovative solution designed to make it easier for financial advisors and their clients to collaborate on plans for charitable giving. Sponsored By: PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Resources Mentioned In This Episode: How Financial Advisors Can Help Protect the Privacy, Security, and Reputation of Their Wealthy Clients - Mykolas Rambus of Hush Reimagining Estate Planning As Helping Clients Make Premade Decisions For Their Loved Ones - Andrew Crowell of D.A. Davidson What Exactly Is Sustainable Investing? And Why Are Today's Clients Demanding It? - Peter Krull of Earth Equity Advisors Chapters 00:00 Introduction to Donor Advised Funds and Charitable Giving 02:23 The Need for Innovation in Donor Advised Funds 05:41 The Importance of Setting Goals for Charitable Giving 11:20 The Lack of Innovation in the Donor Advised Fund Industry 15:26 Engaging Multiple Generations in Charitable Giving 19:12 The Universal Value of Giving 21:06 Using Technology to Make Giving Easier 22:32 Incorporating Charitable Giving into Financial Plans 22:45 Using DAFI Features with Clients: A Guide for Financial Advisors 26:22 Incorporating Charitable Giving into Financial Planning: Tips for Advisors 32:03 Tax Strategies and Charitable Giving: A Winning Conversation for Advisors 38:38 Collaboration and Surprising Benefits in the Donor Advised Fund Industry…

Modern Financial Advisor

1
How Financial Advisors Can Help Protect the Privacy, Security, and Reputation of Their Wealthy Clients 51:46

42 weeks پیش51:46

51:46

Mykolas Rambus , Co-Founder and CEO of Hush and Mike Langford discuss the scale of a high net worth client's digital footprint and the potential risks associated with it. They also talk about the creation of WealthX, a database of wealthy individuals, and how it led to the development of Hush, a tool that helps individuals protect their online privacy. The conversation covers topics such as cybersecurity, social engineering, and the risks posed by family members. The episode provides valuable insights and action items for financial advisors and their clients. Sponsored By: PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Related To This Episode: Protecting Your Clients And Your Firm From Financial Fraud - Andrew Crowell of D.A. Davidson shared his perspective on protecting clients from financial fraud. Wealth-X - Mykolas and Mike mentioned Wealth-X multiple times in this episode. Chapters 00:00 Introduction 02:44 The Scale of a High Net Worth Client's Digital Footprint 04:36 The Creation of WealthX and the Development of Hush 08:22 Finding Information and Building Dossiers 11:14 The Need for Hush and Protecting Online Privacy 17:20 Cybersecurity and Awareness for Financial Advisors 21:55 Risks Posed by Family Members and Precautions to Take 25:03 Conclusion and the Importance of Online Privacy 26:03 The Growing Threat of Extortion and Sex Extortion 28:01 The Rise of Sim Swapping and the Importance of Cell Phone Security 31:20 Protecting Personal Information with Hush 45:19 Advisors and Hush: Enhancing Security for High Net Worth Individuals…

Modern Financial Advisor

1
Why Long-Term Care Insurance Should Likely Be A Part Of Every Client’s Financial Plan 1:02:05

45 weeks پیش1:02:05

1:02:05

Larry Nisenson , Chief Commercial Officer at Assured Allies and Mike Langford discusses the need for financial advisors to have conversations about long-term care insurance with their clients. As Mike emphasizes in the episode's intro, the probability of clients needing long-term care is high, and the cost of securing long-term care is also high. Larry and Mike cover statistics on the need for long-term care, the challenges of discussing it with clients, and the importance of planning for long-term care in financial advice. Sponsored By: PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Resources Mentioned In This Episode: " Is Your Home Ready to Age With You? " - Blog post on the Assured Allies with guidance on the steps your clients may need to take to ensure their house is ready to support their needs in the elder years. Modern Financial Advisor Podcast episode featuring Jay Zigmont of Childfree Wealth . goRIA with InvestmentNews - https://inpartners.investmentnews.com/goria/p/1 Zvi Bodie's website . He was my favorite professor at Boston University. Agents.NeverStop.com - This is the site that Larry mentioned you should visit to learn more about Long-Term Care Insurance. Chapters 00:00 The Need for Long-Term Care Insurance 03:45 The High Probability and Cost of Long-Term Care 09:22 Challenges of Discussing Long-Term Care with Clients 12:14 Including Long-Term Care Planning in Financial Advice 20:37 Building Relationships through Long-Term Care Conversations 26:06 Protecting Advisors from Potential Litigation 31:22 Planning for Long-Term Care 32:18 Aging in Place 40:29 Financial Tools for Long-Term Care Planning 49:00 Starting Early: Discussing Long-Term Care Options 52:25 Long-Term Care for Child-Free Clients…

Modern Financial Advisor

1
How To Grow Your Financial Advisory Business By Helping Business Owners Sell Theirs 50:23

46 weeks پیش50:23

50:23

Tim Vorhoff , Vice President of CreoValo joins Mike Langford for an exploration of a growth strategy that many financial advisors are ignoring: helping private business owners sell their businesses to unlock their tied-up value. The conversation explores the opportunity for financial advisors to partner with investment banks to assist business owners in selling their companies. They discuss the scale of the opportunity, the average value of small businesses, and the importance of having conversations with business owner clients about their future plans for their businesses. Sponsored By: PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Chapters 00:00 Introduction: Unlocking Tied-Up Value 02:25 The Opportunity for Financial Advisors 04:21 Partnering with Financial Advisors 09:31 Understanding the Scale of Small Businesses 17:45 The Benefits of Organizing a Competitive Process 23:23 Having Conversations with Business Owner Clients 25:19 Maximizing the Outcome of Selling a Business 35:27 The Importance of Succession Planning 41:34 Building Trust as a Resource for Business Owners…

Modern Financial Advisor

1
Reimagining Estate Planning As Helping Clients Make Premade Decisions For Their Loved Ones 58:19

47 weeks پیش58:19

58:19

Andrew Crowell , Vice Chairman of Wealth Management at D.A. Davidson returns to the show to explore a new perspective on estate planning: pre-making decisions for heirs and loved ones. Andrew and show host Mike Langford emphasize the importance of having conversations early and often to prevent emotional duress and ensure that family members are aware of the individual's wishes. They also discuss the significance of planning for digital assets, including passwords and online accounts. The conversation highlights the need for clear instructions on how to handle sentimental or private items after someone's passing. Sponsored By: PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Resources Mentioned In This Episode: Why Financial Advisors Should Teach Financial Literacy - Andrew's first appearance on the Modern Financial Advisor podcast. Protecting Your Clients And Your Firm From Financial Fraud - Andrew's second episode of the Modern Financial Advisor podcast. "Life's Key Moments" - This is the D.A. Davidson resource Andrew mentioned toward the end of the episode. Chapters 00:00 Introduction: Improving Sound Quality with PodBox 01:26 A New Perspective on Estate Planning 03:53 Pre-Making Decisions for Heirs 07:06 Avoiding Emotional Duress 09:44 Disposition of Sentimental Items 16:30 Planning for Digital Assets 23:27 Privacy Concerns and Personal Journals 28:12 Having a Partner to Dispose of Sensitive Items 29:09 The Importance of Conversations in Estate Planning 31:37 Challenges Faced by Individuals without Biological Heirs 34:27 The Concept of an Ethical Will 37:19 The Impact of Remarriage on Estate Planning 46:51 Senior Investor Protections and the Complexity of Digital Assets 53:13 The Role of Professional Advice in Estate Planning…

Modern Financial Advisor

1
One Man's Mission To Make It Easy For Financial Advisors To Go RIA 58:31

49 weeks پیش58:31

58:31

Chuck Failla , Founder and CEO of Sovereign Financial Group returns to the Modern Financial Advisor Podcast to share some updates on the goRIA initiative he launched in partnership with InvestmentNews . Chuck also shares his journey of going RIA and the motivation behind creating goRIA as a media outlet to educate advisors about the benefits of the RIA space. Sponsored By: PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Resources Mentioned In This Episode: Chuck Failla on LinkedIn - https://www.linkedin.com/in/charlesfailla/ Sovereign Financial Group - https://www.sovereignadvisorsolutions.com/ goRIA with InvestmentNews - https://inpartners.investmentnews.com/goria/p/1 Modern Financial Advisor Podcast EP75 - When Chuck was just getting RIA Labs off the ground - https://pod.co/modern-financial-advisor/episode-75-how-to-host-a-successful-online-event-as-a-financial-advisor Modern Financial Advisor Podcast EP108 - With Gauthier Vincent of Deloitte where we discuss end-to-end digital transformation of wealth management - https://www.finservmarketing.com/modern-financial-advisor-podcast/exploring-the-end-to-end-digital-transformation-of-wealth-management Jeff Benjamin on LinkedIn - https://www.linkedin.com/in/jeff-benjamin-9427728/ AngelSpan - https://angelspan.com/ Beautiful AI - https://www.beautiful.ai/presentations Saifr - https://saifr.ai/ Chapters 00:00 Introduction and The Importance of a High-Quality Microphone Setup 03:27 Educating Advisors about the Benefits of the RIA Space 15:26 Networking and Learning at Conferences 19:07 Integration and Future-Proofing Technology in the RIA Industry 29:22 Choosing the Right RIA Firm 30:18 The Need for Better Training 32:44 Succession Planning and Ownership Transition 38:21 Expanding Services: Advising on Alternative Investments 52:32 The Role of AI in the RIA Industry…

Modern Financial Advisor

1
Why Financial Advisors Should Focus On Serving The Unique Needs Of Childfree Clients 55:49

1 year پیش55:49

55:49

Dr. Jay Zigmont , Founder and CEO of Childfree Wealth joins Mike Langford for a fascination conversation about the intricacies of providing comprehensive financial advice to childfree clients. They discuss the significant population of adults who do not have children and the unique needs that are not being met by traditional financial planning methods. They also explore the reasons why people choose to be childfree and the challenges faced by financial advisors in serving this niche. The conversation covers topics such as dying with zero, long-term care planning, estate planning, retirement, and the importance of understanding the goals and desires of childfree clients. Sponsored By: PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup. Resources Mentioned In This Episode: Jay Zigmont's Book - " The Childfree Guide to LIfe and Money " The Fixed-Index Annuity with a Health-Activated Income Multiplier - This the annuity Jay mentioned during the show. Long Term Care for Childfree Individuals - An article Jay wrote on the topic. Fidelity Investments (FCAT) study on soloists - " A Family of One: The Ascendance of Solo Households " Jay's guest article on Michael Kitces' blog - " Why Childfree People Require A Unique Financial Planning Process " Rajini Kodialam - Mike mentioned how Rajini urged financial advisors to stop calling women a segment. "Any group that makes up over half of the population cannot be a segment." Chapters 00:00 Introduction to Child-Free Financial Advice 03:45 The Size and Significance of the Child-Free Population 08:07 Understanding the Choice to Be Child-Free 13:25 Dying with Zero: A Different Approach to Financial Planning 15:23 The Life of Child Wealth: Redefining Retirement 27:43 Addressing the Unique Needs of Child-Free Individuals 36:44 Creating Communities and Support Networks 46:25 Challenges and Biases Faced by Child-Free Individuals 53:48 Opportunities for Financial Advisors in the Child-Free Market…

Modern Financial Advisor

1
Exploring The End-To-End Digital Transformation Of Wealth Management 53:12

1 year پیش53:12

53:12

Gauthier Vincent (GV), Senior Consulting Partner at Deloitte joins Mike Langford for an exploration of the digital transformation taking place in the wealth management industry. The conversation explores the impact of AI on wealth management, covering topics such as personalizing client experiences, efficiency, data infrastructure, compliance, and the modernization of core wealth platforms. It also delves into the challenges and considerations for wealth management firms in adopting AI and modernizing their tech stack. Sponsored By: PodBox - Help your guest sound as good at GV with a PodBox microphone setup. Resources Mentioned In This Episode: Deloitte Report - " The Digital Wealth Manager Of Today " SkyView 1 - A fiduciary first banking solution for your financial advisory clients. Nitrogen (formerly Riskalyze) - The comprehensive client engagement platform for wealth management firms Chapters 00:00 The Digital Transformation in Wealth Management 11:49 The Urgency for Modernization and Impact of AI 27:17 The Impact of AI on Wealth Management 41:24 Challenges and Considerations in Adopting AI for Wealth Management Firms 49:52 Modernizing the Tech Stack in Wealth Management…

Modern Financial Advisor

1
How To Improve Your Financial Advisory Business One Week At A Time 45:20

1 year پیش45:20

45:20

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 Weekly Strategy 09:07 Focusing on the Right Things for Maximum ROI 28:57 Common Pain Points and Symptoms 31:20 Differentiating Between Being Good and Being Successful 39:05 Success Stories and Implementing the Simple Weekly Strategy 45:10 Conclusion…

Modern Financial Advisor

1
How Financial Advisors Can Use Proxy Voting As A Service To Level Up 47:05

1 year پیش47:05

47:05

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, Minds, and Votes: Where Smarter Wealth Managers Win " Chapters 00:00 Introduction: Proxy Voting as a Service 06:03 Aligning Portfolios with Values and Goals 10:22 Proxy Voting and Making an Impact 23:04 The Growing Influence of Retail Votes 23:34 The Growing Influence of Retail Investors in Proxy Voting 26:01 Aligning Proxy Voting with Client Values and Goals 28:18 The Importance of Meaningful Conversations with Clients 31:38 Taking Action on Proxy Voting to Deepen Client Relationships…

Modern Financial Advisor

1
What Exactly Is Sustainable Investing? And Why Are Today's Clients Demanding It? 59:44

1 year پیش59:44

59:44

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 Advisors Pete Krull on LinkedIn Cross Country Race in EV Pickup Trucks - Out of Spec YouTube and Out of Spec Podcast Green Sage Sustainability Portfolio Morgan Stanley Sustainable Signals Report Dollars and Change Podcast and YouTube Channel Book - Cradle to Cradle DEI Episode of The Modern Financial Advisor Podcast with Laura Gregg Chapters 00:00 The Role of Sustainable Investing for Financial Advisors 03:47 Debunking Myths About Sustainable Investing 12:23 The Future of the Insurance Industry in the Face of Climate Change 25:01 The Increasing Demand for Sustainable Investing Among Different Generations 29:16 Engaging with Clients and Prospects on Sustainable Investing 30:10 Meeting the Needs of Next Gen Investors 32:07 The Growth of Electric Vehicles and Charging Infrastructure 35:19 The Role of Real Estate in Sustainable Investing 43:30 Considering Climate Readiness in Retirement Planning 51:18 Connecting with Influencers in Sustainable Investing…

Modern Financial Advisor

1
Why Financial Advisors Should Provide Simple Financial Health Metrics To Their Clients 45:47

1 year پیش45:47

45:47

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 Advisors - This is Reese's RIA which influenced his founding of Elements Chapters 00:00 Introduction and Overview 02:56 The Concept of Vital Signs 10:05 Improving Financial Behaviors with Vital Signs 28:31 Using Vital Signs in a Niche Market 35:23 The Birth of Elements and the Importance of Vital Signs 41:06 Accelerating Client Onboarding with Elements…

Modern Financial Advisor

1
How Advisors Can Tap the Hidden Growth Potential in Their Clients’ Communities 52:25

1 year پیش52:25

52:25

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 with them. And as you'll hear Beatriz discuss with Mike Langford , this growth concept is present in many communities. Resources Mentioned In This Episode: How I Built This - Beatriz was a guest on HIBT Lab! with Guy Raz in which she shared more about her journey that led her to starting SUMA Wealth. Is Your Credit Guacaready? - This is a great example of the culturally relevant marketing that the SUMA Wealth team is using to build a community of over a million people. Chapters 00:00 Introduction and Background 03:23 Summa Wealth's Community-First Approach 06:09 The Aha Moment for Summa Wealth 10:18 Understanding the Target Audience 13:40 Learning from Mistakes and Adjusting 22:01 Adapting to Changing Consumer Behavior 25:22 Learning from Younger Generations 26:10 The Value of Different Perspectives 27:06 The Importance of Embracing Change and Learning from Younger Generations 29:03 Transition from TV Producer to FinTech Founder 31:16 Recognizing the Lack of Financial Education in Latino Communities 33:01 The Role of Culture and Community in Fintech 36:00 The Power of Life Experience in Decision-Making 37:26 The Opportunity of Connecting with Younger Generations 43:25 Attracting Non-Latinx Users to Summa Wealth 48:39 Future Plans for Summa Wealth…

Modern Financial Advisor

1
Cracking The Code On Organic Growth For Financial Advisors 52:45

1 year پیش52:45

52:45

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 with Kieran Bol . The Augmented Advisor Podcast - James Lee, the former President of the FPA discussed his conviction that "Financial Planner" is the 4th Great Profession. Fidelity Investments 2023 RIA Benchmarking Study SkyView Partners - Their focus on organic growth as a key driver for business valuation.…

Modern Financial Advisor

1
Appreciating How Modern The Profession Of Financial Advisor Actually Is 55:01

1 year پیش55:01

55:01

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 - Matt recommended this book in the context of understanding our decision making process. Harry Markowitz - The father of modern portfolio theory passed away in 2023. The guy who created the foundation for the models that financial advisors use for managing their clients' assets only recently passed away! When Ideas Have Sex - A TED Talk by Matt Ridley that inspired a fun conversation in this episode.…

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