# langford (audio feeds) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover langford. Page: Feed: --- ## [Building Industry Cred by Saying Yes to Every Opportunity with Domenick D'Andrea](https://pod.co/modern-financial-advisor/building-industry-cred-by-saying-yes-to-every-opportunity-with-domenick-d-andrea) _2026-07-07 · Modern Financial Advisor_ This episode almost didn't happen — it was recorded on the fly after Domenick D'Andrea introduced himself between sessions at the Nitrogen Fearless Investing Summit in Denver. Domenick, co-founder of DanDarah Wealth Management , explains how saying yes to every podcast, webinar, and conference stage built him enough industry credibility that clients arrive presold, why AI search is already sending… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/e4059067-1864-4f15-b791-beb6677936ac.mp3) ## [Getting Your Financial Business Featured in the Media with Allie Zendrian of AtoZ Communications](https://pod.co/modern-financial-advisor/ep147-getting-your-financial-business-featured-in-the-media-with-allie-zendrian-of-atoz-communications) _2026-06-04 · Modern Financial Advisor_ What does it actually take to get your financial advisory business or fintech company featured in the media? According to Allie Zendrian — founder of AtoZ Communications and a former financial reporter at Forbes, Institutional Investor, and TheStreet — it comes down to one question most people never think to ask. In this episode, recorded live at the Nitrogen Fearless Investing Summit in Denver,… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/9e6aa497-179f-4405-8a3c-81b06a2c451e.mp3) ## [How Financial Advisors Can Win More Business Owner Clients](https://www.finservmarketing.com/modern-financial-advisor-podcast/how-financial-advisors-can-win-more-business-owner-clients) _2026-05-28 · Modern Financial Advisor_ Between 40 and 55% of millionaires in the United States are business owners. That's one of the biggest opportunities in wealth management right now... and most advisors are barely scratching the surface of it. In this episode, recorded live and in person at the Fearless Investing Summit in Denver, Colorado, Mike Langford sat down with Cal Parker , Managing Director at BizEquity , to talk about why… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/59242545-9d6a-4742-957b-3a9b835d82c5.mp3) ## [Why Your Clients Don't Need a 75-Page Report (And What to Give Them Instead)](https://www.finservmarketing.com/modern-financial-advisor-podcast/why-your-clients-dont-need-a-75-page-report-and-what-to-give-them-instead) _2026-05-26 · Modern Financial Advisor_ What if the most powerful thing you could hand a client after a meeting isn't a detailed report... but something their spouse could actually understand? Alison Susko , VP of Community at Asset-Map , joins Mike Langford at the Fearless Investing Summit in Denver for a conversation about why simplicity might be the most underrated competitive advantage in financial planning today. In this episode,… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/1b9ddc1f-d01f-4a19-a7d8-fbea75d36d60.mp3) ## ["How Much Have You Got?" — Why the AUM Model Is on Borrowed Time | Bob Veres of Inside Information](https://www.finservmarketing.com/modern-financial-advisor-podcast/how-much-have-you-got-the-uncomfortable-truth-about-financial-plannings-future) _2026-05-19 · Modern Financial Advisor_ What if the financial planning profession is more fragile than it looks? Recorded live at the Fearless Investing Summit by Nitrogen Wealth, Mike sits down with Bob Veres — veteran industry observer, writer, and publisher of the Inside Information newsletter — for one of the most candid conversations about the state of financial advice you'll hear this year. Bob has been watching this profession… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/dded7e94-7086-4b17-bbdd-41188f2b864c.mp3) ## [Why Modern Financial Advisors Must Offer Comprehensive Banking Solutions and Advice or Risk Losing Clients](https://www.finservmarketing.com/modern-financial-advisor-podcast/banks-are-stealing-your-clients-heres-how-to-fight-back) _2026-03-13 · Modern Financial Advisor_ Bob Clare spent 25 years inside Bank of America and Merrill Lynch before founding Fispoke — a complete embedded banking and lending platform built specifically for independent RIAs and financial advisors. And what he saw from the inside is what drove him to build it: the big banks have a very deliberate strategy to cross-sell your clients every time they walk through their doors. Most independent… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/e51ac1a1-942d-4321-b70b-cb705cca2e9d.mp3) ## [Love Your Customer or Quit: The 4 Pillars of Client Experience That Actually Matter](https://pod.co/modern-financial-advisor/love-your-customer-or-quit-the-4-pillars-of-client-experience-that-actually-matter) _2026-03-07 · Modern Financial Advisor_ Rich Walker , co-founder and CEO of Quik! , joins Mike Langford to share his four essential pillars for creating exceptional client experiences—including the provocative first principle: love your customer. Rich reveals why he and his wife shut down a profitable business after four months because they didn't love their customers, and what that taught him about building sustainable advisory… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/e6a50e5c-f25e-4112-bc85-2772f18f9c72.mp3) ## [The AI Paradox: How a Notetaking App Is Making Financial Advisors More Human](https://www.finservmarketing.com/modern-financial-advisor-podcast/the-ai-paradox-how-a-notetaking-app-is-making-financial-advisors-more-human) _2026-02-17 · Modern Financial Advisor_ What if AI could actually make you MORE human with your clients? Matt Halloran , Chief Evangelist at Zocks , joins Mike Langford to share a powerful paradox that's transforming financial advisory: the technology that was supposed to replace human connection is actually deepening it. In this episode, you'll discover: How one advisor nearly missed his client's spouse mentioning a serious health… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/9b88657c-4700-468d-8143-53950e1fe04f.mp3) ## [Alan Moore from XYPN Live on Entrepreneurship, Escape Velocity, and the RIA Fee-For-Service Revolution](https://pod.co/modern-financial-advisor/alan-moore-from-xypn-live-on-entrepreneurship-escape-velocity-and-the-ria-fee-for-service-revolution) _2025-10-16 · Modern Financial Advisor_ The Future of Financial Advising: Alan Moore on XYPN's Growth, Fee-For-Service Models, and More In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Alan Moore , CEO of XY Planning Network (XYPN) and AdvicePay , for an insightful discussion at the XYPN Live conference in Austin, Texas. They explore topics such as the challenges of organic growth in the… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/0c9f2c60-46d7-46b6-b2f0-eba42dfd19f4.mp3) ## [Michael Kitces Explains How Financial Advisors Can Create Gravity to Attract Clients vs Fighting Time and Scale Constraints](https://www.finservmarketing.com/modern-financial-advisor-podcast/michael-kitces-explains-how-financial-advisors-can-create-gravity-to-attract-clients-vs-fighting-time-and-scale-constraints) _2025-10-16 · Modern Financial Advisor_ Unlocking The Secrets to Scaling Your Financial Advisory Business - Michael Kitces on XYPN Live In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Michael Kitces during the XYPN Live conference in Austin, Texas. They discuss the importance of knowing your target market, focusing on strategic planning, and the concept of 'gravity' in marketing. Michael shares… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/dff69cc0-b5a0-4dca-ba04-289937b98ca8.mp3) ## [Anthony Ettinger on LinkedIn (Sponsored)](https://crawlproof.com/a/3uJpipLongnB) _2025-10-16 · **Sponsored**_ Public LinkedIn profile at linkedin.com/in/anthonyettinger. ## [Building the Back Office of the Future: AI Agents and Operations Tech for Financial Advisors](https://pod.co/modern-financial-advisor/building-the-back-office-of-the-future-ai-agents-and-operations-tech-for-financial-advisors) _2025-10-05 · Modern Financial Advisor_ In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by David Knoch , CEO of Docupace , to discuss the evolving landscape of financial advisory operations. David shares his insights on the industry's archaic practices, the importance of operational efficiency, and the role of AI in future-proofing financial services. With over 400,000 users on their platform,… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/e515725e-04f4-4037-92db-b410ad4281cf.mp3) ## [Why RIAs That Take Workflow Management Seriously Are Growing 33% Faster Than Their Peers](https://pod.co/modern-financial-advisor/why-rias-that-take-workflow-management-seriously-are-growing-33-faster-than-their-peers) _2025-09-25 · Modern Financial Advisor_ How I Built and Sold My FinTech Startup: Louis Retief of Hubly on The Modern Financial Advisor Podcast In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Louis Retief, co-founder of Hubly, for an in-depth conversation about his entrepreneurial journey in the wealth tech industry. Louis shares his experience of founding Hubly right out of college, the… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/407b1e77-8091-4191-8325-a9bd7faa321c.mp3) ## [Financial Advisors Who Embrace New Business Models and Adopt AI Today Will Be The Last Ones Standing](https://www.finservmarketing.com/modern-financial-advisor-podcast/financial-advisors-who-embrace-new-business-models-and-adopt-ai-today-will-be-the-last-ones-standing) _2025-09-17 · Modern Financial Advisor_ In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Steve Lockshin , founder of AdvicePeriod and Vanilla Technologies . Steve shares insights on the shortcomings of the traditional AUM model, the rise of AI in financial advising, and the potential of technology to revolutionize the industry. They discuss estate planning, the… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/26290052-66b9-4bbe-a1fc-3c5c6a178c31.mp3) ## [How AI Will Power a New Era of Hyper Growth for Financial Advisors and Wealth Management Firms](https://pod.co/modern-financial-advisor/how-ai-will-power-a-new-era-of-hyper-growth-for-financial-advisors-and-wealth-management-firms) _2025-09-05 · Modern Financial Advisor_ Unlocking Scalable Growth for Financial Advisors with AI In this episode of the Modern Financial Advisor podcast, host Mike Langford is joined by Ian Karnell , who introduces his new company, VastAdvisor , and discusses how it aims to radically transform organic growth for financial advisors and wealth management enterprises. Ian delves into the power of AI in generating predictable, scalable lead… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/f7a4e5a4-9c17-4836-8a47-4f9c113af183.mp3) ## [The Psychology of Prospecting: How VRGL Helps Advisors Win More Clients](https://pod.co/modern-financial-advisor/the-psychology-of-prospecting-how-vrgl-helps-advisors-win-more-clients) _2025-07-22 · Modern Financial Advisor_ On this episode of the Modern Financial Advisor Podcast, Mike Langford welcomes Kyle Zasky , the new CEO of VRGL , for his first-ever podcast appearance. The two dive deep into why so many advisors struggle with client acquisition and how VRGL’s proposal and analytics platform is designed to change that. Kyle shares candid insights on the emotional hurdles advisors and prospects face, the… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/6067a145-ee2b-450c-8005-19a54a277502.mp3) ## [Redefining Advisor Growth: Dan Zitting on Eliminating Friction and Building Client Confidence](https://www.finservmarketing.com/modern-financial-advisor-podcast/redefining-growth-for-advisors-dan-zitting-on-frictionless-tech-sales-skills-and-client-confidence) _2025-07-10 · Modern Financial Advisor_ Join Mike Langford in this eye-opening episode of the Modern Financial Advisor Podcast as he chats with Dan Zitting , CEO of Nitrogen Wealth , formerly Riskalyze. They discuss the evolving landscape of financial advising, emphasizing the importance of a strong digital presence, the role of AI in enhancing advisor-client interactions, and actionable strategies to tackle slow organic growth in the… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/8063514c-2d46-43ca-93a6-a1ba9cda8281.mp3) ## [From Dumb Money to Dynamic Insights – How Pebble is Reinventing Portfolio Conversations with AI](https://pod.co/modern-financial-advisor/from-dumb-money-to-dynamic-insights-how-pebble-is-reinventing-portfolio-conversations-with-ai) _2025-06-29 · Modern Financial Advisor_ In this episode of the Modern Financial Advisor Podcast, Mike Langford is joined by Justin Whitehead , Co-Founder and CEO of Pebble Finance , for a deep dive into one of the most compelling use cases of AI in wealth management. Justin shares how a personal investing misstep in China sparked the idea for Pebble, and how his team is transforming the way advisors communicate portfolio insights with… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/d529961f-b32e-442f-a226-f42275ca3104.mp3) ## [Why Serving Business Owners is the Secret Sauce to Building a Vibrant Wealth Management Firm](https://www.finservmarketing.com/modern-financial-advisor-podcast/why-serving-business-owners-is-the-secret-sauce-to-building-a-vibrant-wealth-management-firm) _2025-06-24 · Modern Financial Advisor_ In this illuminating episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Jason Early , CEO of RISR , to discuss how targeting business owners can massively elevate a financial advisor's practice. The discussion covers why treating a privately held business as just another asset is a missed opportunity, and how business owners, who control a significant portion of… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/d1bf98ce-dcb2-4eb2-9ea4-45a0bda528f3.mp3) ## [Why a Financial Advisor’s CRM Choice May Be Much More Important Than Which Broker-Dealer They Choose](https://www.finservmarketing.com/modern-financial-advisor-podcast/why-a-financial-advisors-crm-choice-may-be-much-more-important-than-which-broker-dealer-they-choose) _2025-06-12 · Modern Financial Advisor_ 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… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/c0d028d4-0576-4cc5-baf0-2cf78709a6d0.mp3) ## [How Behavioral Portfolio Management and Honest Communication Can Transform Client Relationships](https://www.finservmarketing.com/modern-financial-advisor-podcast/how-behavioral-portfolio-management-and-honest-communication-can-transform-client-relationships) _2025-05-14 · Modern Financial Advisor_ 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… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/f274de4b-2eda-4930-930b-23f7f6295083.mp3) ## [Hire AI-Powered Professionals (Sponsored)](https://crawlproof.com/a/pE0HbRA8SrK3) _2025-05-14 · **Sponsored**_ Browse public gigs, message candidates, and run video interviews — free to start. ## [Seminar Marketing Mastery for Financial Advisors with Greg Bogich, CEO of AcquireUp](https://www.finservmarketing.com/modern-financial-advisor-podcast/unlocking-growth-for-financial-advisors-the-power-of-seminars) _2025-05-01 · Modern Financial Advisor_ 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… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/52fa6422-9c37-4455-8ab4-f77721fce2b4.mp3) ## [Is It Time for Financial Advisors to Rethink Their Assumptions About Asset Allocation Models?](https://www.finservmarketing.com/modern-financial-advisor-podcast/is-it-time-for-financial-advisors-to-rethink-their-assumptions-about-asset-allocation-models) _2025-04-24 · Modern Financial Advisor_ 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… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/5b9c2c74-6ba9-4b53-ab05-82b252687073.mp3) ## [What If Financial Advisors Have Been Using the Wrong Methodology for Retirement Planning?](https://www.finservmarketing.com/modern-financial-advisor-podcast/what-if-financial-advisors-have-been-using-the-wrong-methodology-for-retirement-planning) _2025-04-17 · Modern Financial Advisor_ 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?”… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/abacc22b-395c-4e02-8733-1e10a4539bbe.mp3) ## [Why RIAs and Independent Financial Advisors Who Add Banking Services are Poised for Rapid Growth](http://www.finservmarketing.com/modern-financial-advisor-podcast/why-rias-and-independent-financial-advisors-who-add-banking-services-are-poised-for-rapid-growth) _2025-04-08 · Modern Financial Advisor_ 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… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/d130316d-5e8b-4a2e-8586-c7b022e85fce.mp3) ## [The Evolving Role of a Financial Advisor in an AI-Driven World](https://www.finservmarketing.com/modern-financial-advisor-podcast/the-evolving-role-of-a-financial-advisor-in-an-ai-driven-world) _2025-03-26 · Modern Financial Advisor_ 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… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/67a958fc-6b71-43a2-ab31-7147aab742e5.mp3) ## [Why the Timing is Right for Financial Advisors to Embrace Managing Digital Assets for Their Clients](https://www.finservmarketing.com/modern-financial-advisor-podcast/why-the-timing-is-right-for-financial-advisors-to-embrace-managing-digital-assets-for-their-clients) _2025-03-13 · Modern Financial Advisor_ 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… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/f2b62e72-f5a0-47a2-ae49-a4348752d59a.mp3) ## [How Financial Advisors Can Help Clients Navigate The Black Box of Healthcare Costs](https://www.finservmarketing.com/modern-financial-advisor-podcast/how-financial-advisors-can-help-clients-navigate-the-black-box-of-healthcare-costs) _2025-03-06 · Modern Financial Advisor_ 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… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/44de4a0c-c69c-4262-ba21-00095ff143bb.mp3) ## [Why Asking The Right Questions About Your Client’s Values Often Leads to Higher Quality Financial Advice](https://www.finservmarketing.com/modern-financial-advisor-podcast/why-asking-the-right-questions-about-your-clients-values-often-leads-to-higher-quality-financial-advice) _2025-01-24 · Modern Financial Advisor_ 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… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/d99d5b1c-2ed0-4750-8037-3c8ef31d2696.mp3) ## [Solving the Biggest Tech Problem in Wealth Management by Creating True Ownership of Your Firm’s Data](https://www.finservmarketing.com/modern-financial-advisor-podcast/solving-the-biggest-tech-problem-in-wealth-management-by-creating-true-ownership-of-your-firms-data) _2024-12-13 · Modern Financial Advisor_ 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… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/8f0ae380-60c8-482b-b0a8-6b4d43651339.mp3) ## [How Financial Advisors Can Build Better Client Relationships by Leveraging Technology](https://www.finservmarketing.com/modern-financial-advisor-podcast/how-financial-advisors-can-build-better-client-relationships-by-leveraging-technology) _2024-11-01 · Modern Financial Advisor_ 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… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/dabc3b84-2f25-44dc-b6aa-3a0379b98cf9.mp3) ## [Install Manifest V3 Extension (Sponsored)](https://crawlproof.com/a/mnI3gLHZDZi9) _2024-11-01 · **Sponsored**_ Get this Manifest V3 extension from the official TronBrowser Store listing. ## [Strategies For Growing a Financial Advisory Business Without Adding New Clients](https://www.finservmarketing.com/modern-financial-advisor-podcast/strategies-for-growing-a-financial-advisory-business-without-adding-new-clients) _2024-09-19 · Modern Financial Advisor_ 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… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/32f66ca9-1b89-45e7-a3a1-8fae1dace908.mp3) ## [A New Unified Managed Account Platform That Makes It Easy For Financial Advisors To Customize and Scale](https://www.finservmarketing.com/modern-financial-advisor-podcast/a-new-unified-managed-account-platform-making-it-easy-for-financial-advisors-to-customize-and-scale) _2024-09-12 · Modern Financial Advisor_ 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.… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/9e62d0ff-0f1d-4b3e-9f06-63616fa06923.mp3) ## [Why Financial Advisors Need a Cybersecurity Swat Team to Respond to The Inevitable](https://www.finservmarketing.com/modern-financial-advisor-podcast/why-financial-advisors-need-a-cybersecurity-swat-team-to-respond-to-the-inevitable) _2024-09-05 · Modern Financial Advisor_ 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.… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/3320fe85-3bed-4618-8335-99ef98897e8a.mp3) ## [How An Innovative New Solution For Donor Advised Funds Is Helping Financial Advisors Build Deeper Relationships With Client Households](https://www.finservmarketing.com/modern-financial-advisor-podcast/how-an-innovative-new-solution-for-donor-advised-funds-is-helping-financial-advisors-build-deeper-relationships-with-client-households) _2024-08-29 · Modern Financial Advisor_ 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… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/30cfe984-69e5-4c7b-837e-0a8182e0153f.mp3)