langford: audio

Pick anything below and it plays in the bar at the foot of the window — and keeps playing while you go on browsing the directory.

1. 1▶Building Industry Cred by Saying Yes to Every Opportunity with Domenick D'AndreaModern Financial Advisor27:58Notes
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2. 2▶Getting Your Financial Business Featured in the Media with Allie Zendrian of AtoZ CommunicationsModern Financial Advisor29:04Notes
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3. 3▶How Financial Advisors Can Win More Business Owner ClientsModern Financial Advisor31:27Notes
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4. 4▶Why Your Clients Don't Need a 75-Page Report (And What to Give Them Instead)Modern Financial Advisor27:49Notes
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5. 5▶"How Much Have You Got?" — Why the AUM Model Is on Borrowed Time | Bob Veres of Inside InformationModern Financial Advisor34:32Notes
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6. 6▶Why Modern Financial Advisors Must Offer Comprehensive Banking Solutions and Advice or Risk Losing ClientsModern Financial Advisor49:00Notes
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7. 7▶Love Your Customer or Quit: The 4 Pillars of Client Experience That Actually MatterModern Financial Advisor55:42Notes
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8. 8▶The AI Paradox: How a Notetaking App Is Making Financial Advisors More HumanModern Financial Advisor59:14Notes
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9. 9▶Alan Moore from XYPN Live on Entrepreneurship, Escape Velocity, and the RIA Fee-For-Service RevolutionModern Financial Advisor39:27Notes
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10. 10▶Michael Kitces Explains How Financial Advisors Can Create Gravity to Attract Clients vs Fighting Time and Scale ConstraintsModern Financial Advisor36:15Notes
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11. 11▶Building the Back Office of the Future: AI Agents and Operations Tech for Financial AdvisorsModern Financial Advisor57:48Notes
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12. 12▶Why RIAs That Take Workflow Management Seriously Are Growing 33% Faster Than Their PeersModern Financial Advisor1:05:29Notes
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13. 13▶Financial Advisors Who Embrace New Business Models and Adopt AI Today Will Be The Last Ones StandingModern Financial Advisor1:02:29Notes
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14. 14▶How AI Will Power a New Era of Hyper Growth for Financial Advisors and Wealth Management FirmsModern Financial Advisor57:16Notes
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15. 15▶The Psychology of Prospecting: How VRGL Helps Advisors Win More ClientsModern Financial Advisor1:00:50Notes
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16. 16▶Redefining Advisor Growth: Dan Zitting on Eliminating Friction and Building Client ConfidenceModern Financial Advisor55:44Notes
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17. 17▶From Dumb Money to Dynamic Insights – How Pebble is Reinventing Portfolio Conversations with AIModern Financial Advisor1:02:36Notes
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18. 18▶Why Serving Business Owners is the Secret Sauce to Building a Vibrant Wealth Management FirmModern Financial Advisor55:51Notes
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19. 19▶Why a Financial Advisor’s CRM Choice May Be Much More Important Than Which Broker-Dealer They ChooseModern Financial Advisor54:56Notes
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20. 20▶How Behavioral Portfolio Management and Honest Communication Can Transform Client RelationshipsModern Financial Advisor57:37Notes
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21. 21▶Seminar Marketing Mastery for Financial Advisors with Greg Bogich, CEO of AcquireUpModern Financial Advisor50:36Notes
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22. 22▶Is It Time for Financial Advisors to Rethink Their Assumptions About Asset Allocation Models?Modern Financial Advisor45:02Notes
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23. 23▶What If Financial Advisors Have Been Using the Wrong Methodology for Retirement Planning?Modern Financial Advisor51:44Notes
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24. 24▶Why RIAs and Independent Financial Advisors Who Add Banking Services are Poised for Rapid GrowthModern Financial Advisor37:15Notes
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25. 25▶The Evolving Role of a Financial Advisor in an AI-Driven WorldModern Financial Advisor52:52Notes
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26. 26▶Why the Timing is Right for Financial Advisors to Embrace Managing Digital Assets for Their ClientsModern Financial Advisor47:53Notes
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27. 27▶How Financial Advisors Can Help Clients Navigate The Black Box of Healthcare CostsModern Financial Advisor56:40Notes
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28. 28▶Why Asking The Right Questions About Your Client’s Values Often Leads to Higher Quality Financial AdviceModern Financial Advisor57:45Notes
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29. 29▶Solving the Biggest Tech Problem in Wealth Management by Creating True Ownership of Your Firm’s DataModern Financial Advisor45:38Notes
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30. 30▶How Financial Advisors Can Build Better Client Relationships by Leveraging TechnologyModern Financial Advisor52:07Notes
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31. 31▶Strategies For Growing a Financial Advisory Business Without Adding New ClientsModern Financial Advisor51:23Notes
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32. 32▶A New Unified Managed Account Platform That Makes It Easy For Financial Advisors To Customize and ScaleModern Financial Advisor35:35Notes
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33. 33▶Why Financial Advisors Need a Cybersecurity Swat Team to Respond to The InevitableModern Financial Advisor49:57Notes
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34. 34▶How An Innovative New Solution For Donor Advised Funds Is Helping Financial Advisors Build Deeper Relationships With Client HouseholdsModern Financial Advisor45:11Notes
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35. 35▶How Financial Advisors Can Help Protect the Privacy, Security, and Reputation of Their Wealthy ClientsModern Financial Advisor51:46Notes
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36. 36▶Why Long-Term Care Insurance Should Likely Be A Part Of Every Client’s Financial PlanModern Financial Advisor1:02:05Notes
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37. 37▶How To Grow Your Financial Advisory Business By Helping Business Owners Sell TheirsModern Financial Advisor50:23Notes
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38. 38▶Reimagining Estate Planning As Helping Clients Make Premade Decisions For Their Loved OnesModern Financial Advisor58:19Notes
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39. 39▶One Man's Mission To Make It Easy For Financial Advisors To Go RIAModern Financial Advisor58:31Notes
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40. 40▶Why Financial Advisors Should Focus On Serving The Unique Needs Of Childfree ClientsModern Financial Advisor55:49Notes
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41. 41▶Exploring The End-To-End Digital Transformation Of Wealth ManagementModern Financial Advisor53:12Notes
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42. 42▶How To Improve Your Financial Advisory Business One Week At A TimeModern Financial Advisor45:20Notes
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43. 43▶How Financial Advisors Can Use Proxy Voting As A Service To Level UpModern Financial Advisor47:05Notes
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44. 44▶What Exactly Is Sustainable Investing? And Why Are Today's Clients Demanding It?Modern Financial Advisor59:44Notes
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45. 45▶Why Financial Advisors Should Provide Simple Financial Health Metrics To Their ClientsModern Financial Advisor45:47Notes
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46. 46▶How Advisors Can Tap the Hidden Growth Potential in Their Clients’ CommunitiesModern Financial Advisor52:25Notes
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47. 47▶Cracking The Code On Organic Growth For Financial AdvisorsModern Financial Advisor52:45Notes
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48. 48▶Appreciating How Modern The Profession Of Financial Advisor Actually IsModern Financial Advisor55:01Notes
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49. 49▶Protecting Your Clients And Your Firm From Financial FraudModern Financial Advisor51:19Notes
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50. 50▶How Financial Advisors Can Boost Business DevelopmentModern Financial Advisor43:45Notes
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