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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.
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In Crowd

Wealthspire Advisors

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In the financial services industry, marketers have long served behind the scenes. But today, RIAs, fintech companies, financial institutions, and custodians are recognizing the importance of marketing in driving organic and inorganic growth. Marketers often directly impact the voices, identities, and brands leading the industry and moving it forward. Here are the stories of the people behind the branding. Welcome to the In Crowd.
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What Solar Installers Need To Know is a podcast for solar leaders who are building something big. If you’re a founder, executive, or manager running a $10–$100M solar installation company with a team of 50–250 people, this show is for you. We dive into the real challenges around project management, marketing, operations, financing, and scaling your business—without the fluff. The higher you climb, the harder it is to find others who really get what you’re going through. That’s why each episo ...
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Seismic Sessions

Seismic Sessions

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This is Seismic Sessions: Enabling the Financial Services Industry - a podcast show dedicated to two things, revenue enablement and the Financial Services sector. Join us as we feature experts and leaders across the Financial Services industry, who discuss innovative and impactful ways to sell, market, and deliver, memorable client experiences through enablement.
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The Millionaire Dentist™

Four Quadrants Advisory

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Are you a practice-owning dentist? Discover how to navigate taxes, optimize cash flow, and build secure retirement savings with The Millionaire Dentist™ podcast. Join hosts Casey Hiers and Jarrod Bridgeman, and special guests from the financial and dental industries as they share their expertise. Ready to retire with millions in the bank? Tune in and transform your financial future. Available on all major podcast platforms.
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Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren

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Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet ...
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Channel Futures is a leading source of analysis, commentary, research, market insight, information and news in the technology and telecommunications space. The Coffee with Craig and James podcast, among others, feature interviews with big names in the indirect sales channel, along with a unique brand of humor thrown in.
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Footnotes

Pendleton Street Business Advisors

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Highlighting stories that need to be told to encourage entrepreneurs, business owners and leaders who are making a difference. It's not about the glam and glitz in these processes, but more about the "footnote"...
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Welcome to Pivotal with Kevin Simcock (formerly Nifty Thinking) After 30 episodes of Nifty Thinking, it was time for something more aligned—with who I’ve become and the people I now serve. Pivotal is a podcast for purpose-driven business founders and conscious achievers who’ve built success—but want it to feel more meaningful. If you’ve outgrown your dream business and are ready to create something that fulfills you, this is your next step. Hosted by Kevin Simcock—strategic advisor and forme ...
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Welcome to The Daniel Speiss Podcast — a bold, unfiltered space where personal growth, financial mastery, faith, and culture collide. Hosted by Daniel Speiss, strategic advisor, entrepreneur, and deep thinker, this podcast explores the mindset, habits, and systems that elevate your life across business, spirituality, relationships, and wealth-building. Each episode dives into real conversations, raw reflections, and practical insights to help you evolve — spiritually, financially, and person ...
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Welcome to The PRO Podcast, where Gary Das and a diverse range of experts share the blueprint for excellence in life and business. We're more than a podcast; we're a community dedicated to mastery in personal and professional growth, aiming for success in all areas of life. You’ll find real stories, actionable advice, and a wealth of insights inspiring you to achieve peak performance - mentally, physically, and financially. The PRO Podcast is your ultimate guide to building a business, incom ...
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Property Career

Place Estate Agents

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If you’ve been looking for a real estate podcast that educates and inspires you to be your best, then you’ve come to the right place! Property Career by Place Estate Agents’ Career and Development team is the podcast for real estate professionals at all stages of their career. So, what makes us qualified to deliver content to help you level up your career? We know that real estate isn’t all luxe listings and selling sunsets and, in our time, we’ve had the pleasure of helping to build some in ...
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Healing Our Kindred Spirits Podcast is a safe space for seekers, survivors, and storytellers—those navigating life’s turning points, searching for meaning, and longing for deeper connection. It’s about embracing and celebrating the human journey—our struggles, transformations, and the deeper spiritual connections that guide us. Through personal stories, intuitive wisdom, and holistic insights, we explore how mind, body, and spirit intertwine in our search for healing, meaning, and growth and ...
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London Futurists

London Futurists

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Anticipating and managing exponential impact - hosts David Wood and Calum Chace Calum Chace is a sought-after keynote speaker and best-selling writer on artificial intelligence. He focuses on the medium- and long-term impact of AI on all of us, our societies and our economies. He advises companies and governments on AI policy. His non-fiction books on AI are Surviving AI, about superintelligence, and The Economic Singularity, about the future of jobs. Both are now in their third editions. He ...
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Welcome to “Ascended Thoughts,” a podcast by Mystic Rainn, your down-to-earth guide to spiritual evolution and personal empowerment. As a Psychic Medium and Spiritual Advisor, I blend practical wisdom with spiritual insights to help you navigate your journey of healing, growth, and transformation. Expect raw, real conversations that challenge conventional beliefs and inspire you to live with intention, harness your inner power, and manifest the life you truly desire. We also dive into pop cu ...
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Black Tech Green Money

The Black Effect and iHeartPodcasts

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Black Tech Green Money presents the stories of successful Black entrepreneurs and technologists, as well as actionable advice and wealth-building strategies from a Black perspective. Hosted by Will Lucas (@willlucas), an entrepreneur, content creator, and Brand Manager at AfroTech, the world's largest Black tech digital platform and conference, Black Tech Green Money is THE podcast for Black entrepreneurs and moguls in the making.
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Tune in each week as Diana Lidstone shares business strategies, tips, and resources so you can work less and profit more. This business podcast is for established business owners who want to stop being the Chief Everything Officers ... but still want to make more money! The truth is....business owners who earn 10x more DO NOT work 10x harder. Diana coaches her clients to go from low 6-figures to 7-figures and beyond using her results-driven framework. Whether you're a financial advisor, lawy ...
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Welcome to the Leadership Unleashed podcast, where leaders and professionals come to unlock their potential and achieve profound personal and professional transformation. Hosted by Stuart Turner, a celebrated international professional coach and trusted strategic business advisor, this podcast is your go-to resource for navigating pivotal moments in your business and personal life. Whether you’re an experienced CEO, senior leader, business owner, or entrepreneur, Stuart’s expertise and genui ...
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The Retail Show

Oliver Banks / OB&Co

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This is THE RETAIL SHOW - exploring the rapid evolution and fiercely competitive world of retail, whether it's stores, ecommerce, or every other aspect of the sector. The Retail Show is the weekly podcast for retail leaders, industry experts and enthusiasts. Hosted by Oliver Banks, a UK based retail consultant and advisor, and one of the world's most influential voices in retail. He's also the author of bestselling book, Driving Retail Transformation: How to Navigate Disruption and Change. E ...
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show series
 
In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by Adrian Johnstone, CEO of Practifi, to discuss the pivotal role of CRM systems in financial advisory firms. They explore the debate between the importance of custodial systems versus CRMs, emphasizing the value of maintaining rich client relationships. The discu…
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D&H Distributing's Marty Bauerlein, one of Channel Futures' Channel Influencers for 2025, discusses the evolution of distribution in his 30 years in the business. Plus, the impact of cloud marketplaces, AI and security and how channel partners are taking advantage.By Channel Futures
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Brian Villari knows solar insurance inside and out—and in this episode, he breaks down what you actually need to protect your business. From general liability to workers' comp, he unpacks the fine print, clears up claims-made vs. occurrence policies, and makes a solid case for why safety culture matters. If you’re scaling, merging, or just trying t…
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Are you creating content that gets zero engagement? Waking up to a diary full of non-ideal clients? 🔥 Complete the Scorecard to Understand How To Grow Your Business & Improve Your Income - https://scorecard.systemise-scale.com/ This episode is your wake-up call. Gary Das shares why most advisers are playing too broad, how to pinpoint your Ideal Cli…
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What if your exhaustion isn’t from doing too much—but from doing the wrong things? In this episode of Pivotal, I challenge one of the most toxic beliefs in business: that success requires constant hustle. If you're a founder or leader running at full speed but still feeling off… this is the reset you didn’t know you needed. We’ll break down: Why hu…
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Step onto the moonlit shores of Cape Cod where the Full Strawberry Moon of June bathes everything in silver light. This immersive guided meditation creates a sacred space for profound release and renewal—no matter when or where you choose to listen. The journey begins as you feel cool sand beneath your feet and the ocean stretching before you. With…
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Have you ever felt a mysterious pull when gazing at a full moon? That cosmic tug is more than just gravitational—it's an invitation to release, renew, and realign with your deepest truths. Welcome to a special episode recorded under the luminous glow of the full Strawberry Moon from my sacred place on Cape Cod beach. After years of being unable to …
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Our guest in this episode is Nate Soares, President of the Machine Intelligence Research Institute, or MIRI. MIRI was founded in 2000 as the Singularity Institute for Artificial Intelligence by Eliezer Yudkowsky, with support from a couple of internet entrepreneurs. Among other things, it ran a series of conferences called the Singularity Summit. I…
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In episode 7 of the In Crowd podcast, Ang talks to author, Cary Carbonaro, on her latest book - Women & Wealth - and her journey to becoming a champion for women and advisors who serve women clients. Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general infor…
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This episode features Andrew Bartolini of Ardent Partners discussing the 2025 State of ePayables report. While accounts payable (AP) has advanced over the past two decades, full automation is still uncommon. Key findings highlight the need for alignment between AP, procurement, and treasury, the underreported fraud risks, and AI's growing impact. R…
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Vanessa is a Registered Dietitian Nutritionist and the co-founder of Culina Health. Follow Will Lucas on Instagram: @willlucas Follow Black Tech Green Money: @blacktechgreenmoney, @btgmpodcast Learn more at AfroTech.com Learn more about your ad-choices at https://www.iheartpodcastnetwork.com See omnystudio.com/listener for privacy information.…
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Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. In this episode of the Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk sit down with Mitchell Blaine, EVP at JLL, to dissect Southwestern Ontario’s evolving CRE landscape. Blaine offers insights across office, retail, industrial, and multi-family sectors, …
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You built the dream—but now it feels like a trap. If your successful business no longer fits who you've become, it’s not a sign of failure; it’s an invitation to evolve. In Episode 2, we explore the critical moment many purpose-driven founders experience when they realize they've outgrown their original business vision. We'll dive deep into: · Reco…
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Our Channel Futures Channel Influencer series continues with Vonage channel leader Kristy Thomas.She talks to Craig and James about the state of CX, the alignment of different sales motions at Vonage and how partners can approach the market as technology and business continue to evolve rapidly.Plus, the importance of a little self-reflection.…
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Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. In this episode of the Commercial Real Estate Podcast, recorded at the Vancouver Real Estate Forum, hosts Aaron Cameron and Adam Powadiuk welcome Trevor Blakely, founder and CEO of Forgestone Capital. With over $8 billion in transactions and $3 billion in assets under managemen…
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In this episode, Gary shares the real reason so many business owners stay stuck — they’re chasing quick wins instead of building long-term success. From setting the right growth targets to building a team and system that runs without you, this is a behind-the-scenes look at how to scale smart, not fast. If you're tired of spinning plates and ready …
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Ever wondered what it really takes to elevate your dental practice to new heights? Hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on how Four Quadrants Advisory builds trust and delivers tangible results for dentists. Many dentists are wary of consultants, and for good reason. But Casey and Jarrod explain why Four Quadrants is differe…
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Jaylon Smith, NFL linebacker and visionary entrepreneur, founded the Minority Entrepreneurship Institute to fund and uplift minority-owned businesses. Michael Edo is a veteran in the business of sports and entertainment, founder of RISE, and a driving force behind transforming athletes into legacy builders. Follow Will Lucas on Instagram: @willluca…
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In this episode, we sit down with Shane Hicks who pulls back the curtain on what really works in today's market. Shane shares his top strategies, insider tips, and inspiring success stories from his property career — with a special focus on why auction sales are his go-to method. From fast-tracking deals to transforming auction days into buzzing co…
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Vincent Battaglia, CEO of Renova Energy, drops some serious wisdom in this episode—talking about why long-term customer relationships are the real secret in solar. He dives into how AI and tech can streamline operations, but reminds us it all still comes down to people. If you’re navigating growing pains, chasing innovation, or just want to avoid t…
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In this episode, we talk with Kat Moy, Head of Education at the Accounts Payable Association (APA), about the ongoing disconnect between Accounts Payable (AP) and Treasury teams. They explore why these silos exist, the downsides of poor collaboration, and how strategic alignment can help improve cash flow, reduce costs, and manage risk. Kat shares …
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ScanSource chairman and CEO Mike Baur, Channel Futures' 2025 Channel Influencer of the Year, joins Coffee with Craig & James, the Channel Futures podcast, to talk about trends in distribution and to update us on the technology advisor business it launched last year when it bought Resourcive.By Channel Futures
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In this episode of Seismic Sessions, hosts Gemma Livermore and Rachael Rowe explore the seismic shifts transforming enablement in financial services. Joined by industry leaders Jalpa Bhatt, Director of Marketing Technology at Janus Henderson Investors, and Deepika Sehgal, Enablement Strategist at Capital Group, the conversation dives into how firms…
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Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. In this episode of the Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk welcome Katie Maslechko, CEO of the Rental Protection Fund. Katie shares how the fund rapidly scaled to 1,500 units across BC, deploying $250M in equity to preserve affordable housing. …
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Hiring can feel like a massive risk—especially when cashflow is tight or you've been burned before. But if done right, it's one of the best investments you can make to scale your business, reclaim your time, and finally escape the bottleneck. In this episode, Gary shares his proven method for hiring A-players—without the stress, overwhelm, or finan…
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Our guest in this episode is Henry Shevlin. Henry is the Associate Director of the Leverhulme Centre for the Future of Intelligence at the University of Cambridge, where he also co-directs the Kinds of Intelligence program and oversees educational initiatives. He researches the potential for machines to possess consciousness, the ethical ramificati…
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Ep. 217 Monk Inyang is CEO and founder of 1st Street Partnerships. He's is on a mission to make AI practical, accessible, and culturally relevant—especially for underrepresented communities. Follow Will Lucas on Instagram: @willlucas Follow Black Tech Green Money: @blacktechgreenmoney, @btgmpodcast Learn more at AfroTech.com Learn more about your a…
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Mo, Good Faith Energy's CEO, doesn’t hold back in this episode—he gets real about what it takes to run a solar company the right way. From ethical sales and rock-solid installs to actually supporting customers after the panels go up, he shares hard-earned lessons on doing things with integrity. If you've ever wrestled with misaligned teams, marketi…
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You’ve hit your goals. The revenue is strong. The team is growing. But deep down… you feel disconnected, restless—even empty. Why? In this episode of The Clarity Series, I unpack one of the hardest truths founders face at the height of success: growth doesn’t guarantee fulfillment. If you’ve scaled your business but lost sight of your purpose—or th…
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In this episode, we sit down with Tom Kralikas to explore the winding path that led him to Place Estate Agents. From humble beginnings to building a thriving real estate career, Tom shares the pivotal moments, lessons learned, and mindset shifts that helped shape his professional growth. He opens up about the realities of the industry - the wins, t…
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In this episode of the Channel Futures podcast, Craig and James catch up with a pair of technology advisors (agents) who are breaking the mold. David Goodwin of ATC of Ohio and Keith Hatley of Cloud Communications Group share success stories, dig in on industry trends and offer advice to fellow tech advisors to thrive in an ever-evolving channel.…
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Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. In this episode of the Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk welcome Ryan Berlin, VP of Intelligence and Head Economist at rennie, for an in-depth look at Vancouver’s real estate paradox: falling prices amid housing shortages. They unpack the imp…
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In this episode, I’m breaking down one of the biggest ceilings for mortgage and financial advisers — hitting £20k months and not knowing how to move beyond it. Whether you're at £5k, £20k or even £80k/month, you’ll face the same issues: overwhelm, firefighting, and the fear of letting go. Watch the free 10-minute training I mention here: https://sy…
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Host Jarrod Bridgeman and Brogan Baxter, COO of Four Quadrants Advisory, explore how the dental industry has transformed over 20 years. Once "elementary," challenges now include fierce competition, tech demands, dwindling insurance, and staffing crises. They discuss the immense financial and emotional toll on dentists and how reducing overhead can …
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Ep. 216 Candace Mitchell is Founder and CEO at Myavana, a pioneering beauty tech company which develops a suite of innovative textured hair care science and technology products that deliver unique data insights for personalized textured hair care solutions. Follow Will Lucas on Instagram: @willlucas Follow Black Tech Green Money: @blacktechgreenmon…
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In this episode, Ross shares his journey through the real estate industry—all within the walls of Place Estate Agents. He reflects on how his role has evolved over time and the habits that keep him performing at his best, including daily structure, a disciplined to-do list, and regular exercise. Ross speaks candidly about managing the emotional hig…
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Riley Cate and Eric Haskell ditched their corporate gigs to start SageBrush Energy—and in this episode, they share what it’s really like to build a solar company rooted in trust, community, and quality installs. From navigating policy shifts in Nevada to launching their own financing arm (SageBrush Financial), they break down the real challenges lo…
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Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. In this episode of the Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk welcome Wendy Waters, VP of Research Services and Strategy at GWL Realty Advisors, for a deep dive into Canadian real estate strategy during economic uncertainty. Recorded at the Wester…
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If you’re working harder than ever but still not seeing progress, you’re not alone. In this episode, Gary Das reveals the 3 reasons most entrepreneurs stay stuck – and how to finally break free. Complete the Scorecard to Understand How To Grow Your Business & Improve Your Income - https://scorecard.systemise-scale.com/ What You Will Learn: ✅ Why Fi…
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Healing Our Kindred Spirits podcast is evolving to provide deeper, more soulful content with expanded resources. We're building a comprehensive website to serve as your personal sanctuary of support with guided meditations, visualizations, journal prompts, and specialized tools aligned with each episode. • Creating a new website launching in late s…
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Feeling stuck with practice finances? This episode reveals how mindset, not just external factors, is key to improving overhead, cash flow, and savings. Learn to overcome ego and limiting beliefs, avoid the comparison trap, and adopt a coachable, solution-oriented approach for real business and financial growth in your dental practice. Interested i…
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In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Felipe Toews, CEO of Toews Asset Management and author of 'The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy.' Delve into the intricacies of behavioral finance, market timing challenges,…
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Ep. 215 Marche Robinson is a lifestyle creator, style expert, and pop culture enthusiast who loves sharing authentic, everyday moments with her community. Follow Will Lucas on Instagram: @willlucas Follow Black Tech Green Money: @blacktechgreenmoney, @btgmpodcast Learn more at AfroTech.com Learn more about your ad-choices at https://www.iheartpodca…
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Mike Cornell, Chief Instigation Officer at Arch Solar, brings the heat in this episode—talking growth, grit, and how they’re gunning for $100M by 2033. He dives into everything from building a rock-solid ops structure to the real work behind attracting more women into solar, plus a few hard lessons learned along the way. Oh, and if you’ve ever wond…
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How can a binding international treaty be agreed and put into practice, when many parties are strongly tempted to break the rules of the agreement, for commercial or military advantage, and when cheating may be hard to detect? That’s the dilemma we’ll examine in this episode, concerning possible treaties to govern the development and deployment of …
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Is your loyalty to your accountant or financial planner costing your practice serious money? In this episode, we discuss why focusing on objective results, not personal feelings, is crucial when it comes to your financial and business advisors. Learn how emotional connections can cloud judgment, hurt your bottom line, and when it's time to make tou…
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Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. In this episode of the Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk welcome Dean Orrico, President and CEO of Middlefield Group, for a deep dive into REITs and real estate investing. Dean unpacks the effects of tariffs, the NAV discount debate, and shif…
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🚨 Are you a mortgage or financial adviser struggling to break through the £10k–£20k/month ceiling? The real obstacle? The fear of delegation. In this episode, Gary Das reveals the delegation mistakes holding advisers back and how to shift from doing everything yourself to strategically outsourcing, creating more time and increasing revenue. It’s ti…
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Aaron Nichols didn’t take the usual path into solar—unless running into circus performers in Ecuador is more common than we think. In this episode, he breaks down why good marketing isn’t about quick wins, but about storytelling, community, and staying human. If you're still treating LinkedIn like a digital resume, Aaron's take might just change ho…
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Send us a text 🎙️ Episode 57 of The Retirement Evolved Podcast is here—and we’re flipping the script! In this milestone episode, Lauren and Amber fire off 57 rapid-fire questions at Adam Bruno to celebrate our 57th show. From retirement planning and taxes to travel dreams and favorite snacks, nothing is off limits. It’s fast, fun, and packed with i…
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