HeyJaredModern Financial Advisor
The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Why 'Curation Over Accumulation' Is the New Private Markets Playbook for Advisors with Frank Burke of PPB Capital Partners (opens the original)
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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 2017, helping RIAs across the country build custom private fund structures and get curated access to alternative investment strategies — and he brings a rare vantage point on what's actually driving client demand for alts today. The conversation starts with the "SpaceX effect" — how high-profile I
Stop Being a Source and Start Being a Resource with Ben Lewis of The Financial Planning Association (opens the original)
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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 financial advisors to stand out and get noticed — if they know how to show up as humans. Ben shares the framework behind his whitepaper "The Human Edge: Why Relationship-Driven PR Still Wins in the Age of AI," including the critical difference between being a source and being a resource, how to use cl
Fix This Before You Buy Another AI Tool for Your Financial Advisory Business with Kristefor Lysne (opens the original)
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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 conversation about the messy data problem quietly working against wealth management firms — and why getting your data house in order is the prerequisite for everything coming next with AI. Kristefor has spent 30+ years helping wealth management firms aggregate, normalize, and automate the data behind a
Building Industry Cred by Saying Yes to Every Opportunity with Domenick D'Andrea (opens the original)
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This episode almost didn't happen — it was recorded on the fly after Domenick D'Andrea introduced himself between sessions at the Nitrogen Fearless Investing Summit in Denver. Domenick, co-founder of DanDarah Wealth Management , explains how saying yes to every podcast, webinar, and conference stage built him enough industry credibility that clients arrive presold, why AI search is already sending him new business, and how he makes sure every spouse in a couple feels like his client — not just o
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