# Modern Financial Advisor Page: https://stenobird.com/podcast/modern-financial-advisor-12900 Text version: https://stenobird.com/podcast/modern-financial-advisor-12900.md RSS feed: https://feed.pod.co/modern-financial-advisor Official site: https://www.finservmarketing.com/ Author: finservMarketing Episodes: 147 ## Resource 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. ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/modern-financial-advisor-12900 Markdown: https://stenobird.com/podcast/modern-financial-advisor-12900.md ## Episodes - [Getting Your Financial Business Featured in the Media with Allie Zendrian of AtoZ Communications](https://stenobird.com/podcast/modern-financial-advisor-12900/getting-your-financial-business-featured-in-the-media-with-allie-zendrian-of-atoz-communications) — 2026-06-04T16:20:03+00:00 - [How Financial Advisors Can Win More Business Owner Clients](https://stenobird.com/podcast/modern-financial-advisor-12900/how-financial-advisors-can-win-more-business-owner-clients) — 2026-05-28T23:32:47+00:00 - [Why Your Clients Don't Need a 75-Page Report (And What to Give Them Instead)](https://stenobird.com/podcast/modern-financial-advisor-12900/why-your-clients-don-t-need-a-75-page-report-and-what-to-give-them-instead) — 2026-05-26T23:41:07+00:00 - ["How Much Have You Got?" — Why the AUM Model Is on Borrowed Time | Bob Veres of Inside Information](https://stenobird.com/podcast/modern-financial-advisor-12900/how-much-have-you-got-why-the-aum-model-is-on-borrowed-time-bob-veres-of-inside-information) — 2026-05-19T21:35:40+00:00 - [Why Modern Financial Advisors Must Offer Comprehensive Banking Solutions and Advice or Risk Losing Clients](https://stenobird.com/podcast/modern-financial-advisor-12900/why-modern-financial-advisors-must-offer-comprehensive-banking-solutions-and-advice-or-risk-losing-clients) — 2026-03-13T20:53:58+00:00 - [Love Your Customer or Quit: The 4 Pillars of Client Experience That Actually Matter](https://stenobird.com/podcast/modern-financial-advisor-12900/love-your-customer-or-quit-the-4-pillars-of-client-experience-that-actually-matter) — 2026-03-07T20:05:46+00:00 - [The AI Paradox: How a Notetaking App Is Making Financial Advisors More Human](https://stenobird.com/podcast/modern-financial-advisor-12900/the-ai-paradox-how-a-notetaking-app-is-making-financial-advisors-more-human) — 2026-02-17T22:12:53+00:00 - [Alan Moore from XYPN Live on Entrepreneurship, Escape Velocity, and the RIA Fee-For-Service Revolution](https://stenobird.com/podcast/modern-financial-advisor-12900/alan-moore-from-xypn-live-on-entrepreneurship-escape-velocity-and-the-ria-fee-for-service-revolution) — 2025-10-16T08:15:17+00:00 - [Michael Kitces Explains How Financial Advisors Can Create Gravity to Attract Clients vs Fighting Time and Scale Constraints](https://stenobird.com/podcast/modern-financial-advisor-12900/michael-kitces-explains-how-financial-advisors-can-create-gravity-to-attract-clients-vs-fighting-time-and-scale-constraints) — 2025-10-16T08:00:21+00:00 - [Building the Back Office of the Future: AI Agents and Operations Tech for Financial Advisors](https://stenobird.com/podcast/modern-financial-advisor-12900/building-the-back-office-of-the-future-ai-agents-and-operations-tech-for-financial-advisors) — 2025-10-05T19:40:52+00:00 - [Why RIAs That Take Workflow Management Seriously Are Growing 33% Faster Than Their Peers](https://stenobird.com/podcast/modern-financial-advisor-12900/why-rias-that-take-workflow-management-seriously-are-growing-33-faster-than-their-peers) — 2025-09-25T17:27:05+00:00 - [Financial Advisors Who Embrace New Business Models and Adopt AI Today Will Be The Last Ones Standing](https://stenobird.com/podcast/modern-financial-advisor-12900/financial-advisors-who-embrace-new-business-models-and-adopt-ai-today-will-be-the-last-ones-standing) — 2025-09-17T07:30:22+00:00 - [How AI Will Power a New Era of Hyper Growth for Financial Advisors and Wealth Management Firms](https://stenobird.com/podcast/modern-financial-advisor-12900/how-ai-will-power-a-new-era-of-hyper-growth-for-financial-advisors-and-wealth-management-firms) — 2025-09-05T16:12:20+00:00 - [The Psychology of Prospecting: How VRGL Helps Advisors Win More Clients](https://stenobird.com/podcast/modern-financial-advisor-12900/the-psychology-of-prospecting-how-vrgl-helps-advisors-win-more-clients) — 2025-07-22T16:21:45+00:00 - [Redefining Advisor Growth: Dan Zitting on Eliminating Friction and Building Client Confidence](https://stenobird.com/podcast/modern-financial-advisor-12900/redefining-advisor-growth-dan-zitting-on-eliminating-friction-and-building-client-confidence) — 2025-07-10T05:18:50+00:00 - [From Dumb Money to Dynamic Insights – How Pebble is Reinventing Portfolio Conversations with AI](https://stenobird.com/podcast/modern-financial-advisor-12900/from-dumb-money-to-dynamic-insights-how-pebble-is-reinventing-portfolio-conversations-with-ai) — 2025-06-29T08:00:25+00:00 - [Why Serving Business Owners is the Secret Sauce to Building a Vibrant Wealth Management Firm](https://stenobird.com/podcast/modern-financial-advisor-12900/why-serving-business-owners-is-the-secret-sauce-to-building-a-vibrant-wealth-management-firm) — 2025-06-24T16:25:39+00:00 - [Why a Financial Advisor’s CRM Choice May Be Much More Important Than Which Broker-Dealer They Choose](https://stenobird.com/podcast/modern-financial-advisor-12900/why-a-financial-advisor-s-crm-choice-may-be-much-more-important-than-which-broker-dealer-they-choose) — 2025-06-12T19:10:05+00:00 - [How Behavioral Portfolio Management and Honest Communication Can Transform Client Relationships](https://stenobird.com/podcast/modern-financial-advisor-12900/how-behavioral-portfolio-management-and-honest-communication-can-transform-client-relationships) — 2025-05-14T07:00:24+00:00 - [Seminar Marketing Mastery for Financial Advisors with Greg Bogich, CEO of AcquireUp](https://stenobird.com/podcast/modern-financial-advisor-12900/seminar-marketing-mastery-for-financial-advisors-with-greg-bogich-ceo-of-acquireup) — 2025-05-01T07:00:24+00:00 - [Is It Time for Financial Advisors to Rethink Their Assumptions About Asset Allocation Models?](https://stenobird.com/podcast/modern-financial-advisor-12900/is-it-time-for-financial-advisors-to-rethink-their-assumptions-about-asset-allocation-models) — 2025-04-24T14:29:31+00:00 - [What If Financial Advisors Have Been Using the Wrong Methodology for Retirement Planning?](https://stenobird.com/podcast/modern-financial-advisor-12900/what-if-financial-advisors-have-been-using-the-wrong-methodology-for-retirement-planning) — 2025-04-17T17:56:58+00:00 - [Why RIAs and Independent Financial Advisors Who Add Banking Services are Poised for Rapid Growth](https://stenobird.com/podcast/modern-financial-advisor-12900/why-rias-and-independent-financial-advisors-who-add-banking-services-are-poised-for-rapid-growth) — 2025-04-08T13:59:59+00:00 - [The Evolving Role of a Financial Advisor in an AI-Driven World](https://stenobird.com/podcast/modern-financial-advisor-12900/the-evolving-role-of-a-financial-advisor-in-an-ai-driven-world) — 2025-03-26T15:54:24+00:00 - [Why the Timing is Right for Financial Advisors to Embrace Managing Digital Assets for Their Clients](https://stenobird.com/podcast/modern-financial-advisor-12900/why-the-timing-is-right-for-financial-advisors-to-embrace-managing-digital-assets-for-their-clients) — 2025-03-13T15:51:50+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. 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