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Modern Financial Advisor

Explore novas estratégias e insights de líderes do setor que estão moldando a gestão de patrimônio hoje. Junte-se ao anfitrião Mike Langford para discussões envolventes que inspiram e informam.

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

E134 • 61 mins • Jul 22, 2025

Episódios recentes

Jul 22, 2025

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

E134 • 61 mins

Jul 10, 2025

Redefining Advisor Growth: Dan Zitting on Eliminating Friction and Building Client Confidence

E133 • 56 mins

Jun 29, 2025

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

E132 • 63 mins

Jun 24, 2025

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

E131 • 56 mins

Jun 12, 2025

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

E130 • 55 mins

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