Modern Financial Advisor

The Modern Financial Advisor offers PR value through access to C-suite fintech and wealth-tech leaders; guests bring enterprise-scale perspectives on AI, automation, and growth in wealth management. Booking opportunities favor tech platforms and service providers with clear ROI stories for RIAs; expect credential-driven pitches and strategic partnerships.

138 episodes, Weekly, 4.5 rating

<1k, Male, USA

podcast@finservmarketing.com, mike@finservmarketing.com

Mike Langford

Investing, Business, Technology, Business News, Entrepreneurship, Management, Marketing

C-suite executives and founders in wealth tech/fintech with a track record of scaling businesses

led successful fintech/wealth tech companies, driven AI/automation initiatives, launched or acquired strategic platforms, demonstrated thought leadership in wealth tech

David Knoch - Back-office Operations, AI, Operational Efficiency, Acquisitions, Automation In Wealth Management, Louis Retief - Workflow Automation, Advisory Firm Efficiency, Post-acquisition Integration With Docupace, Steve Lockshin - AUM Model, AI, Estate Planning, Tokenization, Ian Karnell - Ai-powered Marketing, Lead Generation, Compliance, Enterprise Marketing Solutions, Kyle Zasky - Prospecting Psychology, Client Acquisition, Ai-assisted Growth, Trust

AI in wealth management, back-office automation, workflow automation, lead generation, digital marketing for advisors, wealthtech, fintech partnerships, portfolio reporting, tokenization, client acquisition