Modern Financial Advisor

125 Episodes

1. Episode 45 - How Financial Advisors and RIAs Can Use Storytelling in the M&A Process

   Published: 9/8/2020
2. Episode 44 - How Financial Advisors and RIAs Can Increase Profitability by Using a Digital Assistant

   Published: 8/26/2020
3. Episode 43 - The Future of the OSJ Model for Independent Financial Advisors with Jason Gallagher

   Published: 8/14/2020
4. Episode 42 - Leadership During Our New "Work From Home" Reality with Tammy Robbins

   Published: 8/5/2020
5. Episode 41 - How RIAs Can Make Big Gains By Thinking Small with Shauna Mace

   Published: 7/24/2020
6. Episode 40 - Using AI to Create Custom Portfolios That Are As Easy As Model Portfolios

   Published: 7/17/2020
7. Episode 39 - How RIAs Can Dramatically Improve Their Performance

   Published: 7/13/2020
8. Episode 38 - The Importance of a Target Market for RIAs and Smaller Broker Dealers

   Published: 6/19/2020
9. Episode 37 - How to Become Your Own Wealthiest Client with Dan Cuprill of Advisor Architect

   Published: 6/1/2020
10. Episode 36 - How The Pandemic Might Affect Valuations For Financial Advisory Business Sales

    Published: 5/18/2020
11. Episode 35 - What Wealth Management Firms Can Learn From Auto Racing Teams

    Published: 5/13/2020
12. Why Protecting Financial Advisors’ Businesses is Good Business for Broker Dealers

    Published: 5/1/2020
13. The Value of Benchmarking for RIAs and Independent Financial Advisors

    Published: 4/24/2020
14. Episode 32 - Eli Gassert On Rapid Technology Solution Development for Wealth Management

    Published: 4/17/2020
15. Episode 31 - How Financial Advisors and RIAs Can Benefit From the CARES Act

    Published: 4/1/2020
16. Episode 30 - How to Demonstrate Leadership and Calm Fears During a Time of Crisis

    Published: 3/22/2020
17. Episode 29 - How Succession Planning Helped Advisors Grow Their Business

    Published: 3/3/2020
18. Episode 28 - Recruiting and Retaining Financial Advisors with Terry Mullen of Truelytics

    Published: 2/3/2020
19. Episode 27 - New Business Financing Options Available To Financial Advisors and RIAs

    Published: 12/31/2019
20. Episode 26 - Recruiting Financial Advisors is a Game of Motivational Awareness

    Published: 12/21/2019