Episodi
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In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Dr. Emily Koochel, Manager of Financial Wellness at eMoney Advisor, to explore the critical role of the human advisor in an increasingly AI-powered world.
They discuss how AI can be used as a tool to enhance efficiency, personalize client experiences, and maintain trust, rather than replacing human advisors. With compelling data and practical insights, this episode aims to help financial advisors feel more confident in integrating AI into their practices.
Chapters
00:00 Introduction and Guest Welcome
00:12 The Human Element in Financial Advice
00:59 Podcast Subscription and Contact Information
01:29 Conversation with Dr. Emily Koochel Begins
01:45 Weekend Plans and Personal Anecdotes
02:23 AI's Impact on Financial Advisory
02:54 Dr. Koochel's Unique Qualifications
05:20 Understanding Financial Therapy
08:54 Financial Socialization and Childhood Influences
11:32 AI in Financial Planning: Opportunities and Concerns
17:25 The Importance of Human Connection
20:16 Generational Perspectives on Financial Advice
23:10 Emotional Conversations in Financial Planning
26:36 Practical AI Integration for Advisors
27:35 Exploring AI Integration in Financial Services
27:57 Identifying and Automating Manual Processes
28:47 Prioritizing High Impact, Low Risk AI Solutions
29:28 Familiarizing with AI Technologies
34:29 Personalization at Scale with AI
41:32 Building and Maintaining Trust in Client Relationships
51:52 Conclusion and Final Thoughts
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Jake Claver, of Digital Ascension Group joins Mike Langford for an exploration of the growing importance of digital assets in wealth management.
They discuss the concept of 'digital lottery winners'—clients who have gained significant wealth through cryptocurrencies—and the necessity for financial advisors to adapt to this new landscape. Jake also dispels a few common myths that financial advisors may have about who is investing in crypto and digital assets.
The conversation also touches on the risks associated with holding digital assets and the future of regulation in the crypto space. The conversation highlights the opportunities for financial advisors to engage clients in discussions about digital assets, the potential impact of regulation on the market, and predictions for the future of transactions in a digital economy.
Chapters
00:00 Introduction to Digital Assets and Wealth Management
03:01 Understanding Digital Ascension Group's Services
07:59 The Rise of Digital Lottery Winners
09:23 The Importance of Advisors in the Crypto Space
15:32 Institutional Custody Explained
22:10 The Risks of Holding Digital Assets
24:37 Understanding Institutional Custody in Crypto
25:57 The Profile of Digital Lottery Winners
28:00 The Role of Financial Advisors in Crypto
30:29 Opportunities for Financial Advisors
32:27 Engaging Clients with New Asset Classes
34:15 The Future of Financial Products on Blockchain
36:29 The Impact of Regulation on Crypto
40:28 Market Predictions and Economic Insights
45:19 The Future of Transactions in a Digital Economy
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Episodi mancanti?
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Drew Shockley, Co-Founder of Move Health joins Mike Langford to explore how financial advisors can help their clients tackle one of the biggest obstacles that many are likely going to face at some point in their life…
Finding a health care plan that they can afford and that works within the framework of their overall life goals.
Chapters
00:00 Introduction to Healthcare Challenges
02:45 The Role of Financial Advisors in Healthcare Planning
06:05 Understanding the Healthcare Landscape
08:52 Target Demographics for Healthcare Solutions
11:59 The Importance of Age 55-64 in Healthcare Planning
14:56 Myths About Health Insurance
18:12 The Impact of the Affordable Care Act
21:05 The Shift in Financial Advisory Services
24:10 The Modern Financial Advisor as a Quarterback
27:59 The Financial Playbook: Strategies for Retirement Planning
34:52 Navigating Healthcare: The Role of Financial Advisors
40:56 Unlocking Freedom: Transitioning Clients to Retirement
46:43 The Future of Healthcare: Insights on the Affordable Care Act
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Jason Britton, CEO of Reflection Analytics joins Mike Langford to discuss the transformative power of values-based investing. They explore how financial advisors can help clients align their investment portfolios with their personal values, moving beyond traditional metrics of financial success. The conversation delves into the evolution of financial advice, the importance of understanding client values, and the challenges of navigating polarized discussions around investment choices. Jason emphasizes the need for genuine discovery in client conversations and the role of behavioral economics in understanding client motivations.
PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.
Chapters
00:00 Introduction to Values-Based Investing
02:51 The Evolution of Financial Advice
09:22 Defining Values in Investing
15:11 The Importance of Discovery in Client Conversations
20:38 Navigating Polarization in Values Discussions
27:10 The Complexity of Values-Based Investing
29:02 The Pursuit of Consistency Over Perfection
30:53 The Role of Corporations in Society
32:42 The Myth of a Free Market
34:37 Subsidies and Public Good
36:33 The Value of Innovation and Risk
38:30 Wealth Creation and Shared Value
40:54 The Interdependence of Corporations and Society
42:47 Personal Values in Investment Decisions
44:40 The Future of Values-Based Investing
46:38 Engaging Clients in Financial Conversations
50:55 The Dual Nature of AI and Technology
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Jud Mackrill, Co-Founder of Milemarker joins Mike Langford for a conversation about the challenges financial firms face regarding data ownership and integration. They discuss the concept of data lakes, the mission of Milemarker to empower financial advisors with better data control, and the evolution of technology in the financial services industry.
PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.
Resources Mentioned In This Episode:
Orion - Jud Mackrill shares the story of being employee number 20 at Orion and how getting to work alongside the company's founder, Eric Clarke, shaped his career.Skience - As part of Jud's recalling the origin story of Milemarker he reflects on meeting his co-founder Kyle Van Pelt when Kyle was still working at Skience.Zapier - Mike mentioned how his sees some high-level parallels between what Milemarker is doing for wealth management firms and how Zapier has created the ability for businesses to connect a variety of other web services.Holistiplan - Jud mentioned how Milemarker is working to make it easier for advisors to adopt solutions like Holistiplan, a tax planning softwares tool andWealth.com - An estate planning tool that benefits from deeper integration and ease of use with the advisor's existing workflow.Stefan Ludlow - Jud mentioned Stefan and his role as the CTO at Cerity Partners as an example of what a CTO at a modern financial advisory firm hopes their job will look like versus what life is like for most tech leaders in wealth management.The Connected Advisor - The Milemarker team are producing Podcast and Newsletter to connect with their prospects, clients, and the wider wealth management community. A side benefit is it helps them better articulate their thoughts about the space.Chapters
00:00 Introduction to Data Ownership Challenges
02:28 Understanding Milemarker's Mission
04:25 The Concept of Data Lakes
08:08 The Origin Story of Milemarker
14:06 The Evolution of Technology in Financial Services
19:02 Practical Applications of Milemarker
22:50 Unlocking Insights with Technology
23:19 Working on Your Business vs. In Your Business
24:18 Challenges of Technology Adoption in Advisory Firms
25:15 The Role of Milemarker in Technology Implementation
29:07 The Importance of Data Quality for AI
32:23 Preparing for the AI Revolution in Advisory Firms
36:30 Core Building Blocks for RIAs in 2025
41:29 The Value of Content Creation for Advisors
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Patrick Spencer, Managing Director of Moneytree Software, joins Mike Langford to explore how financial advisors can enhance client relationships through technology. They discuss the evolution of Moneytree, the importance of goals-based planning and Monte Carlo simulations, and the critical role of communication in building trust with clients. The conversation emphasizes the need for advisors to understand their clients' objectives and to use technology to facilitate better engagement and decision-making.
PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.
Resources Mentioned In This Episode:
Terry Black's BBQ - It's the best barbecue in Austin. You are welcome!How To Grow Your Financial Advisory Business by Helping Business Owners Sell Theirs - Great episode on serving business owner clients.Advisor - Client Communication Survey by YCharts - Patrick mentioned some insights surfaced in this survey during our discussion.Chapters
00:00 Introduction and Personal Connections
04:29 The Evolution of Money Tree
10:20 Goals-Based Planning and Monte Carlo Simulations
18:24 Building Better Client Relationships
25:15 Conclusion and Future Directions
25:42 Client Engagement and Tools for Advisors
26:40 The Importance of Visual Communication
30:00 Scenario Planning in Financial Advisory
35:41 Understanding Client Scenarios and Life Changes
41:20 Generational Perspectives on Retirement
49:06 Business Ownership as an Asset
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Jon Randall of XFA.Coach joins Mike Langford for an innovative exploration of strategies for growing financial advisory businesses. The conversation delves into the unique approach of XFA, the common constraints faced by advisors, and the importance of client optimization and segmentation.
PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.
Resources Mentioned In This Episode:
Most Advisors Are Not Growing Their Business - Here's Why That's A Problem and How To Fix It - Kieran Bol of PriceMetrix by McKinsey shares data that illustrates the lack of organic growth for financial advisory businesses.How Financial Advisors Can Grow Beyond a Plateau - Jon Randall joined Aaron Hasler of SkyView Partners and Mike Langford for an episode of the Advisor Financing Forum podcast to explore strategies for growth at varies levels of business for financial advisors.Chapters
00:00 Introduction to Financial Advisory Growth
02:14 Understanding XFA.Coach and Its Unique Approach
04:40 Common Constraints in Financial Advisory Growth
09:20 Revenue Tiers and Their Challenges
18:01 Client Optimization as a Growth Strategy
25:58 The Importance of Client Segmentation
36:23 Transitioning from Advisor to Coach
44:51 The Journey from Advisor to Performance Coach
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Katie Hendricks, Vice President and Director of Asset Allocation Research at Dimensional Fund Advisors, joins Mike Langford to discuss the firm's newly unveiled UMA platform, which provides access to personalized and tax-efficient investment solutions.
Sponsored By:
PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.
Resources Mentioned In This Episode:
Planning for Charitable Giving - Katie mentioned how UMAs are great tools for helping clients plan for charitable giving. Learn more about Donor Advised Funds on this episode with Adam Nash of Daffy.Dimensional Fund Advisors UMA Platform - This landing page offers a tremendous amount of insights into the new DFA platform for UMAs.The Trend Toward The Personalization of Investing At Scale - In this episode of the Augmented Advisor Podcast, Katie Hendrix and Shawn Jaberzadeh joined Mike Langford and John Prendergast, CEO of Blueleaf shortly after the launch of Dimensional's SMA solution.Chapters
00:00 Introduction to the UMA Platform
14:17 Difference Between UMA and SMA
18:05 Development Process of the UMA Platform
30:06 Future of the UMA Offering
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Michael Cocanower, CEO of AdviserCyber, joins Mike Langford to discuss the importance of cybersecurity for financial advisory businesses. He highlights the increasing threats and the lack of internal resources for most RIAs to protect against cyber attacks.
Sponsored By:
PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.
Resources Mentioned In This Episode:
How Financial Advisors Can Help Protect the Privacy, Security, and Reputation of Their Wealthy Clients - Mykolas Rambus of HushSEC Reg S-D - Amendments "modernize and enhance the rules that govern the treatment of consumers’ nonpublic personal information by certain financial institutions."Chapters
00:00 Introduction: The Importance of Cybersecurity for Financial Advisory Businesses
03:08 Understanding the New SEC Rules on Cybersecurity
09:07 The Four Pillars of Cybersecurity: Prevention, Detection, Mitigation, and Remediation
23:50 Common Types of Attacks and the Need for Cybersecurity Training
24:40 Enhancing Security with Multi-Factor Authentication
25:10 Introduction to Cybersecurity Threat Reports
27:01 The Human Element in Cybersecurity
29:41 Recognizing and Avoiding Phishing Attempts
34:16 The Importance of Communication and Verification
41:10 Shifting the Mindset: Assume Breach
46:41 Proactive Measures: Isolating Individual Computers
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Adam Nash, the co-founder and CEO of Daffy joins Mike Langford to explore the power of donor advised funds for creating opportunities for your clients and their families to make the kind of meaningful impact they want on the world.
Daffy, which is short for "Donor Advised Funds For You" is an innovative solution designed to make it easier for financial advisors and their clients to collaborate on plans for charitable giving.
Sponsored By:
PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.
Resources Mentioned In This Episode:
How Financial Advisors Can Help Protect the Privacy, Security, and Reputation of Their Wealthy Clients - Mykolas Rambus of HushReimagining Estate Planning As Helping Clients Make Premade Decisions For Their Loved Ones - Andrew Crowell of D.A. DavidsonWhat Exactly Is Sustainable Investing? And Why Are Today's Clients Demanding It? - Peter Krull of Earth Equity AdvisorsChapters
00:00 Introduction to Donor Advised Funds and Charitable Giving
02:23 The Need for Innovation in Donor Advised Funds
05:41 The Importance of Setting Goals for Charitable Giving
11:20 The Lack of Innovation in the Donor Advised Fund Industry
15:26 Engaging Multiple Generations in Charitable Giving
19:12 The Universal Value of Giving
21:06 Using Technology to Make Giving Easier
22:32 Incorporating Charitable Giving into Financial Plans
22:45 Using DAFI Features with Clients: A Guide for Financial Advisors
26:22 Incorporating Charitable Giving into Financial Planning: Tips for Advisors
32:03 Tax Strategies and Charitable Giving: A Winning Conversation for Advisors
38:38 Collaboration and Surprising Benefits in the Donor Advised Fund Industry
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Mykolas Rambus, Co-Founder and CEO of Hush and Mike Langford discuss the scale of a high net worth client's digital footprint and the potential risks associated with it. They also talk about the creation of WealthX, a database of wealthy individuals, and how it led to the development of Hush, a tool that helps individuals protect their online privacy. The conversation covers topics such as cybersecurity, social engineering, and the risks posed by family members. The episode provides valuable insights and action items for financial advisors and their clients.
Sponsored By:
PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.
Related To This Episode:
Protecting Your Clients And Your Firm From Financial Fraud - Andrew Crowell of D.A. Davidson shared his perspective on protecting clients from financial fraud.Wealth-X - Mykolas and Mike mentioned Wealth-X multiple times in this episode.Chapters
00:00 Introduction
02:44 The Scale of a High Net Worth Client's Digital Footprint
04:36 The Creation of WealthX and the Development of Hush
08:22 Finding Information and Building Dossiers
11:14 The Need for Hush and Protecting Online Privacy
17:20 Cybersecurity and Awareness for Financial Advisors
21:55 Risks Posed by Family Members and Precautions to Take
25:03 Conclusion and the Importance of Online Privacy
26:03 The Growing Threat of Extortion and Sex Extortion
28:01 The Rise of Sim Swapping and the Importance of Cell Phone Security
31:20 Protecting Personal Information with Hush
45:19 Advisors and Hush: Enhancing Security for High Net Worth Individuals
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Larry Nisenson, Chief Commercial Officer at Assured Allies and Mike Langford discusses the need for financial advisors to have conversations about long-term care insurance with their clients. As Mike emphasizes in the episode's intro, the probability of clients needing long-term care is high, and the cost of securing long-term care is also high. Larry and Mike cover statistics on the need for long-term care, the challenges of discussing it with clients, and the importance of planning for long-term care in financial advice.
Sponsored By:
PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.
Resources Mentioned In This Episode:
"Is Your Home Ready to Age With You?" - Blog post on the Assured Allies with guidance on the steps your clients may need to take to ensure their house is ready to support their needs in the elder years.Modern Financial Advisor Podcast episode featuring Jay Zigmont of Childfree Wealth.goRIA with InvestmentNews - https://inpartners.investmentnews.com/goria/p/1Zvi Bodie's website. He was my favorite professor at Boston University.Agents.NeverStop.com - This is the site that Larry mentioned you should visit to learn more about Long-Term Care Insurance.Chapters
00:00 The Need for Long-Term Care Insurance
03:45 The High Probability and Cost of Long-Term Care
09:22 Challenges of Discussing Long-Term Care with Clients
12:14 Including Long-Term Care Planning in Financial Advice
20:37 Building Relationships through Long-Term Care Conversations
26:06 Protecting Advisors from Potential Litigation
31:22 Planning for Long-Term Care
32:18 Aging in Place
40:29 Financial Tools for Long-Term Care Planning
49:00 Starting Early: Discussing Long-Term Care Options
52:25 Long-Term Care for Child-Free Clients
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Tim Vorhoff, Vice President of CreoValo joins Mike Langford for an exploration of a growth strategy that many financial advisors are ignoring: helping private business owners sell their businesses to unlock their tied-up value. The conversation explores the opportunity for financial advisors to partner with investment banks to assist business owners in selling their companies. They discuss the scale of the opportunity, the average value of small businesses, and the importance of having conversations with business owner clients about their future plans for their businesses.
Sponsored By:
PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.
Chapters
00:00 Introduction: Unlocking Tied-Up Value
02:25 The Opportunity for Financial Advisors
04:21 Partnering with Financial Advisors
09:31 Understanding the Scale of Small Businesses
17:45 The Benefits of Organizing a Competitive Process
23:23 Having Conversations with Business Owner Clients
25:19 Maximizing the Outcome of Selling a Business
35:27 The Importance of Succession Planning
41:34 Building Trust as a Resource for Business Owners
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Andrew Crowell, Vice Chairman of Wealth Management at D.A. Davidson returns to the show to explore a new perspective on estate planning: pre-making decisions for heirs and loved ones. Andrew and show host Mike Langford emphasize the importance of having conversations early and often to prevent emotional duress and ensure that family members are aware of the individual's wishes. They also discuss the significance of planning for digital assets, including passwords and online accounts. The conversation highlights the need for clear instructions on how to handle sentimental or private items after someone's passing.
Sponsored By:
PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.
Resources Mentioned In This Episode:
Why Financial Advisors Should Teach Financial Literacy - Andrew's first appearance on the Modern Financial Advisor podcast.Protecting Your Clients And Your Firm From Financial Fraud - Andrew's second episode of the Modern Financial Advisor podcast."Life's Key Moments" - This is the D.A. Davidson resource Andrew mentioned toward the end of the episode.Chapters
00:00 Introduction: Improving Sound Quality with PodBox
01:26 A New Perspective on Estate Planning
03:53 Pre-Making Decisions for Heirs
07:06 Avoiding Emotional Duress
09:44 Disposition of Sentimental Items
16:30 Planning for Digital Assets
23:27 Privacy Concerns and Personal Journals
28:12 Having a Partner to Dispose of Sensitive Items
29:09 The Importance of Conversations in Estate Planning
31:37 Challenges Faced by Individuals without Biological Heirs
34:27 The Concept of an Ethical Will
37:19 The Impact of Remarriage on Estate Planning
46:51 Senior Investor Protections and the Complexity of Digital Assets
53:13 The Role of Professional Advice in Estate Planning
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Chuck Failla, Founder and CEO of Sovereign Financial Group returns to the Modern Financial Advisor Podcast to share some updates on the goRIA initiative he launched in partnership with InvestmentNews. Chuck also shares his journey of going RIA and the motivation behind creating goRIA as a media outlet to educate advisors about the benefits of the RIA space.
Sponsored By:
PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.
Resources Mentioned In This Episode:
Chuck Failla on LinkedIn - https://www.linkedin.com/in/charlesfailla/Sovereign Financial Group - https://www.sovereignadvisorsolutions.com/goRIA with InvestmentNews - https://inpartners.investmentnews.com/goria/p/1Modern Financial Advisor Podcast EP75 - When Chuck was just getting RIA Labs off the ground - https://pod.co/modern-financial-advisor/episode-75-how-to-host-a-successful-online-event-as-a-financial-advisorModern Financial Advisor Podcast EP108 - With Gauthier Vincent of Deloitte where we discuss end-to-end digital transformation of wealth management - https://www.finservmarketing.com/modern-financial-advisor-podcast/exploring-the-end-to-end-digital-transformation-of-wealth-managementJeff Benjamin on LinkedIn - https://www.linkedin.com/in/jeff-benjamin-9427728/AngelSpan - https://angelspan.com/Beautiful AI - https://www.beautiful.ai/presentationsSaifr - https://saifr.ai/Chapters
00:00 Introduction and The Importance of a High-Quality Microphone Setup
03:27 Educating Advisors about the Benefits of the RIA Space
15:26 Networking and Learning at Conferences
19:07 Integration and Future-Proofing Technology in the RIA Industry
29:22 Choosing the Right RIA Firm
30:18 The Need for Better Training
32:44 Succession Planning and Ownership Transition
38:21 Expanding Services: Advising on Alternative Investments
52:32 The Role of AI in the RIA Industry
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Dr. Jay Zigmont, Founder and CEO of Childfree Wealth joins Mike Langford for a fascination conversation about the intricacies of providing comprehensive financial advice to childfree clients. They discuss the significant population of adults who do not have children and the unique needs that are not being met by traditional financial planning methods. They also explore the reasons why people choose to be childfree and the challenges faced by financial advisors in serving this niche. The conversation covers topics such as dying with zero, long-term care planning, estate planning, retirement, and the importance of understanding the goals and desires of childfree clients.
Sponsored By:
PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.
Resources Mentioned In This Episode:
Jay Zigmont's Book - "The Childfree Guide to LIfe and Money"The Fixed-Index Annuity with a Health-Activated Income Multiplier - This the annuity Jay mentioned during the show.Long Term Care for Childfree Individuals - An article Jay wrote on the topic.Fidelity Investments (FCAT) study on soloists - "A Family of One: The Ascendance of Solo Households"Jay's guest article on Michael Kitces' blog - "Why Childfree People Require A Unique Financial Planning Process"Rajini Kodialam - Mike mentioned how Rajini urged financial advisors to stop calling women a segment. "Any group that makes up over half of the population cannot be a segment."Chapters
00:00 Introduction to Child-Free Financial Advice
03:45 The Size and Significance of the Child-Free Population
08:07 Understanding the Choice to Be Child-Free
13:25 Dying with Zero: A Different Approach to Financial Planning
15:23 The Life of Child Wealth: Redefining Retirement
27:43 Addressing the Unique Needs of Child-Free Individuals
36:44 Creating Communities and Support Networks
46:25 Challenges and Biases Faced by Child-Free Individuals
53:48 Opportunities for Financial Advisors in the Child-Free Market
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Gauthier Vincent (GV), Senior Consulting Partner at Deloitte joins Mike Langford for an exploration of the digital transformation taking place in the wealth management industry. The conversation explores the impact of AI on wealth management, covering topics such as personalizing client experiences, efficiency, data infrastructure, compliance, and the modernization of core wealth platforms. It also delves into the challenges and considerations for wealth management firms in adopting AI and modernizing their tech stack.
Sponsored By:
PodBox - Help your guest sound as good at GV with a PodBox microphone setup.
Resources Mentioned In This Episode:
Deloitte Report - "The Digital Wealth Manager Of Today"SkyView 1 - A fiduciary first banking solution for your financial advisory clients.Nitrogen (formerly Riskalyze) - The comprehensive client engagement platform for wealth management firmsChapters
00:00 The Digital Transformation in Wealth Management
11:49 The Urgency for Modernization and Impact of AI
27:17 The Impact of AI on Wealth Management
41:24 Challenges and Considerations in Adopting AI for Wealth Management Firms
49:52 Modernizing the Tech Stack in Wealth Management
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Brian Margolis from Productivity Giant joins Mike Langford to discuss the importance of a simple weekly strategy for financial advisors to improve their productivity and achieve their goals. Brian emphasizes the need to focus on the right things and prioritize activities that provide the biggest return on investment.
Resources Mentioned In This Episode:
Brian's previous episode of the Modern Financial Advisor Podcast way back in 2019.Brian's Book - "The Index Card Business Plan For Sales Pros and Entrepreneurs"Chapters
00:00 Introduction and Background
04:24 The Importance of a Simple Weekly Strategy
09:07 Focusing on the Right Things for Maximum ROI
28:57 Common Pain Points and Symptoms
31:20 Differentiating Between Being Good and Being Successful
39:05 Success Stories and Implementing the Simple Weekly Strategy
45:10 Conclusion
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Simon Zais, a senior manager at Egan-Jones Proxy Services, joins Mike Langford on the Modern Financial Advisor Podcast to discuss the importance of "proxy voting as a service" for financial advisors. They explore how proxy voting can help advisors deliver a higher level of service to their clients and align their portfolios with their clients' values and goals.
Resources Mentioned In This Episode:
MFA Episode featuring Pete Krull of Earthy Equity AdvisorsEngine No. 1 vs Exxon - Simon mentioned this case as an example of proxy voting driving change at a company.Simon's article titled "Hearts, Minds, and Votes: Where Smarter Wealth Managers Win"Chapters
00:00 Introduction: Proxy Voting as a Service
06:03 Aligning Portfolios with Values and Goals
10:22 Proxy Voting and Making an Impact
23:04 The Growing Influence of Retail Votes
23:34 The Growing Influence of Retail Investors in Proxy Voting
26:01 Aligning Proxy Voting with Client Values and Goals
28:18 The Importance of Meaningful Conversations with Clients
31:38 Taking Action on Proxy Voting to Deepen Client Relationships
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In this episode of the Modern Financial Advisor podcast, Mike Langford interviews Pete Krull, CEO of Earth Equity Advisors, about sustainable investing. They discuss the importance of sustainable investing for financial advisors and their clients, debunk common myths about sustainable investing, and explore the growth opportunities in the field.
Pete and Mike also touch on the role of ESG metrics, the future of the insurance industry in the face of climate change, and the increasing demand for sustainable investing among different generations.
Resources Mentioned In This Episode:
Earth Equity AdvisorsPete Krull on LinkedInCross Country Race in EV Pickup Trucks - Out of Spec YouTube and Out of Spec Podcast Green Sage Sustainability Portfolio Morgan Stanley Sustainable Signals Report Dollars and Change Podcast and YouTube ChannelBook - Cradle to Cradle DEI Episode of The Modern Financial Advisor Podcast with Laura GreggChapters
00:00 The Role of Sustainable Investing for Financial Advisors
03:47 Debunking Myths About Sustainable Investing
12:23 The Future of the Insurance Industry in the Face of Climate Change
25:01 The Increasing Demand for Sustainable Investing Among Different Generations
29:16 Engaging with Clients and Prospects on Sustainable Investing
30:10 Meeting the Needs of Next Gen Investors
32:07 The Growth of Electric Vehicles and Charging Infrastructure
35:19 The Role of Real Estate in Sustainable Investing
43:30 Considering Climate Readiness in Retirement Planning
51:18 Connecting with Influencers in Sustainable Investing
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