Calvin Williams Jr, CEO of Freeman Capital shares why he sees massive opportunity in serving overlooked financial consumer segments who need help building wealth.

Episode 80 - Why Helping Clients Build Wealth Is Smart Business For Financial Advisors

Robert Russo, CEO of Independent Advisor Alliance joins Mike Langford for an in-depth conversation about how financial advisors can navigate the transition from "accidental business owners" to owners of high-performing wealth management firms.

Episode 81 - How Financial Advisors Can Grow Beyond Being Accidental Business Owners

Jeff Conyer, CEO of Wealth Advisor Financing joins Mike Langford for an expansive conversation about how financial advisors and RIA firms can secure the financing they need for M&A deals and succession.

Episode 82 - How To Secure Financing For Your RIA Or Multi-Advisor Wealth Management Firm

The Modern Financial Advisor podcast, by Truelytics, explores topics related to transition management and business optimization for the wealth management and insurance industries. The show is hosted by Mike Langford and features a variety of guests.

Modern Financial Advisor Podcast

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