In a recent study by CNBC and Acorns, it was revealed that 99% of Americans are NOT working with a financial advisor. That means that nearly everyone you come in contact with is likely in need of your services.
In this episode of the Modern Financial Advisor podcast, Mike Langford explains why now is the best time to start targeting the 99% and he shares a few strategies for how to find clients.
How To Ensure Your Wealth Management Firm is "Sale Ready"
Using Compassion As A Tool For Business Growth and Stability
Transitioning a Financial Advisory Business for Continued Growth
How Diversity, Equity, and Inclusion Add Value to a Modern Financial Advisory Business
How Truelytics and Consultants Work Together
Why Financial Advisors Should Teach Financial Literacy
How to Increase the Value of a Financial Advisory Business with Tax Planning Services
How to Build a Niche-Focused Financial Advisory Business that Scales
Navigating Transitions with Jeff Hamaoui of Modern Elder Academy
Why some RIA Firm Purchases Fail and Others Flourish
How to Grow Your Financial Advisory Firm by Acquiring Other Advisors' Books of Business
Leveraging Data and Platform-Based Solutions for Financial Advisor Growth
How RIAs Can Acquire A Practice With Greater Speed and Less Cost
Helping Your Clients Prepare for Estate Executor Duties
The Value of Financial Planning and Exit Coaching for Financial Advisors
Episode 54 - Jeremi Karnell and Scott Wetzel on Financial Advisor Transition Trends
Using Virtual Events and Digital Marketing to Help Financial Advisors Grow
How to Leverage a CPA Firm to Grow Your RIA Business
Episode 51 - The Power of Personalized Content for Winning New Clients
Episode 50 - Transitioning and Transforming a Wealth Management Firm
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