Modern Financial Advisor
En podkast av finservMarketing
Kategorier:
118 Episoder
-
Episode 18 - Why Details Matter for your Wealth Management or Insurance Business
Publisert: 1.8.2019 -
Episode 17 - Valuation: Getting Beyond a Reasonable Doubt
Publisert: 23.7.2019 -
Episode 16 - Considering the Strategic Value in a Wealth Management Business Acquisition
Publisert: 14.7.2019 -
Episode 15 - Kirsten Petras on the acquisition activity increase in wealth management
Publisert: 10.6.2019 -
Episode 14 - Kelli Cruz on the importance of talent wealth for successful business transitions
Publisert: 28.5.2019 -
Episode 13 - Victor Gaxiola of Tech Girl Financial on using social media to increase your valuation
Publisert: 4.4.2019 -
Episode 12 - Brian Margolis of Productivity Giant on Growing Your Business by Simplifying It
Publisert: 14.3.2019 -
Episode 11 - Ivan Barretto of RIA Compliance Concepts on using compliance for a strategic edge
Publisert: 20.2.2019 -
Episode 10 - Jamie Wise of Buzz Indexes on using sentiment analysis and AI to beat the S&P 500
Publisert: 30.1.2019 -
Episode 9 Grant Hicks of Advisor Practice Management on Increasing Client Value
Publisert: 18.1.2019 -
Episode 8 - Henry Yoshida of Rocket Dollar on the value of alternative investments in IRAs
Publisert: 3.1.2019 -
Episode 7 - Jeremi Karnell on digital transformation and blockchain
Publisert: 10.12.2018 -
Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms
Publisert: 14.11.2018 -
Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms
Publisert: 6.11.2018 -
Episode 4 - Special Guest Shane Morrow of IronBridge Wealth Counsel
Publisert: 26.10.2018 -
Episode 3 - What makes a wealth management firm valuable? Jeff Miller of Truelytics
Publisert: 10.10.2018 -
Episode 2 - Practice Management with Carla McCabe of Truelytics
Publisert: 24.9.2018 -
Episode 1 - The Truelytics Origin Story with Terry Mullen
Publisert: 16.9.2018
The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.