AI is already inside your firm, whether you planned for it or not — and John O'Connell has the data (and the horror stories) to prove it. John O'Connell, Founder & CEO of The Oasis Group, joins Mike…
Frank Burke, Chief Investment Officer at PPB Capital Partners, joins Mike Langford to unpack why private markets are having such a moment for financial advisors right now. Frank has been at PPB since…
Ben Lewis, Chief Communications and Development Officer at the Financial Planning Association (FPA), joins Mike Langford to make the case that the age of AI is actually the best moment in years for…
What does curling have to do with your firm's data infrastructure? More than you'd think. In this episode, Mike Langford sits down with Kristefor Lysne, President of Terrapin Technologies, for a…
Jeremi Karnell, CEO of Truelytics, and Scott Wetzel, CEO of SkyView Partners join Mike Langford for an expansive conversation on what the next decade holds for advisor transitions. This episode was…
Nate Isaacson of Grapevine6 (Now Seismic | LiveSocial) joins Mike Langford to share how financial advisors can use personalized content to attract new clients on social media.
Max Winthrop, CEO of Winthrop Wealth Management joins Mike Langford to share how he and his brother worked with their father and uncle to transition the business to the next generation and then…
Tom Hine, CEO of Capital Wealth Management and author of "The Zen of Business Acquisitions" joins Mike Langford for an expansive conversation on how financial advisors should approach acquiring a…
Tony Stich, COO of Advicent NaviPlan joins Mike Langford for an expansive conversation about the evolution and future of financial planning. Tony and Mike also explore how technology will be employed…
George MacAllister, of The Next Level Solution, shares how financial advisors and RIAs can use storytelling techniques to increase their success rate when trying to acquire another advisor's book of…
