Sten Morgan, author of "7 Mindsets of Success" joined Mike Langford to share how he grew his financial advisory business from zero to top-performer status in less than 5 years. The goal is to help firms improve their ability to recruit and develop financial advisors for the next generation.
Episode 12 - Brian Margolis of Productivity Giant on Growing Your Business by Simplifying It
Episode 11 - Ivan Barretto of RIA Compliance Concepts on using compliance for a strategic edge
Episode 10 - Jamie Wise of Buzz Indexes on using sentiment analysis and AI to beat the S&P 500
Episode 9 Grant Hicks of Advisor Practice Management on Increasing Client Value
Episode 8 - Henry Yoshida of Rocket Dollar on the value of alternative investments in IRAs
Episode 7 - Jeremi Karnell on digital transformation and blockchain
Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms
Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms
Episode 4 - Special Guest Shane Morrow of IronBridge Wealth Counsel
Episode 3 - What makes a wealth management firm valuable? Jeff Miller of Truelytics
Episode 2 - Practice Management with Carla McCabe of Truelytics
Episode 1 - The Truelytics Origin Story with Terry Mullen
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