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Modern Financial Advisor

Découvrez des stratégies innovantes de leaders du secteur en gestion de patrimoine. Rejoignez Mike Langford pour des discussions captivantes et inspirantes.

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The Psychology of Prospecting: How VRGL Helps Advisors Win More Clients

E134 • 61 mins • Jul 22, 2025

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Jul 22, 2025

The Psychology of Prospecting: How VRGL Helps Advisors Win More Clients

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From Dumb Money to Dynamic Insights – How Pebble is Reinventing Portfolio Conversations with AI

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Jun 24, 2025

Why Serving Business Owners is the Secret Sauce to Building a Vibrant Wealth Management Firm

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Why a Financial Advisor’s CRM Choice May Be Much More Important Than Which Broker-Dealer They Choose

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