finservMarketing

Modern Financial Advisor

Explore fresh strategies and insights from industry leaders shaping wealth management today. Join host Mike Langford for engaging discussions that inspire and inform.

Listen on Apple Podcasts

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

E134 • 61 mins • Jul 22, 2025

Recent Episodes

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

Language
English
Country
United States
Feed Host
Request an Update
Updates may take a few minutes.