Modern Financial Advisor

125 Episodes

1. Episode 25 - How to get clients as a financial advisor by looking beyond the 1%

   Published: 11/20/2019
2. Episode 24 - How Zero Dollar Trade Commissions Affect Financial Advisors

   Published: 11/5/2019
3. Episode 23 - How financial advisors can use their websites to convert prospects to clients

   Published: 10/23/2019
4. Episode 22 - What holds many advisors and agents back from growing their practice into a business?

   Published: 9/27/2019
5. Episode 21 - Make Your Wealth Management Business Easy to Work With and Work For

   Published: 9/11/2019
6. Episode 20 - How to Close Clients Faster with Technology

   Published: 8/26/2019
7. Episode 19 - How to Attract Millennial Advisors to Your Wealth Management Firm

   Published: 8/15/2019
8. Episode 18 - Why Details Matter for your Wealth Management or Insurance Business

   Published: 8/1/2019
9. Episode 17 - Valuation: Getting Beyond a Reasonable Doubt

   Published: 7/23/2019
10. Episode 16 - Considering the Strategic Value in a Wealth Management Business Acquisition

    Published: 7/14/2019
11. Episode 15 - Kirsten Petras on the acquisition activity increase in wealth management

    Published: 6/10/2019
12. Episode 14 - Kelli Cruz on the importance of talent wealth for successful business transitions

    Published: 5/28/2019
13. Episode 13 - Victor Gaxiola of Tech Girl Financial on using social media to increase your valuation

    Published: 4/4/2019
14. Episode 12 - Brian Margolis of Productivity Giant on Growing Your Business by Simplifying It

    Published: 3/14/2019
15. Episode 11 - Ivan Barretto of RIA Compliance Concepts on using compliance for a strategic edge

    Published: 2/20/2019
16. Episode 10 - Jamie Wise of Buzz Indexes on using sentiment analysis and AI to beat the S&P 500

    Published: 1/30/2019
17. Episode 9 Grant Hicks of Advisor Practice Management on Increasing Client Value

    Published: 1/18/2019
18. Episode 8 - Henry Yoshida of Rocket Dollar on the value of alternative investments in IRAs

    Published: 1/3/2019
19. Episode 7 - Jeremi Karnell on digital transformation and blockchain

    Published: 12/10/2018
20. Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms

    Published: 11/14/2018