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

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.

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