125 Episodes

  1. Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms

    Published: 11/6/2018

  2. Episode 4 - Special Guest Shane Morrow of IronBridge Wealth Counsel

    Published: 10/26/2018

  3. Episode 3 - What makes a wealth management firm valuable? Jeff Miller of Truelytics

    Published: 10/10/2018

  4. Episode 2 - Practice Management with Carla McCabe of Truelytics

    Published: 9/24/2018

  5. Episode 1 - The Truelytics Origin Story with Terry Mullen

    Published: 9/16/2018

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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.