The Influential Advisor

132: Mike Langford | Top 50 Most Innovative Voices in Advisor Growth Series

Why do clients choose a financial advisor for the person they experience, not the product or the price?

In this episode of Top 50 Most Innovative Voices in Advisor Growth, Paul G. McManus talks with Mike Langford, founder and CEO of finservMarketing, founder of PodBox, and host o...

Ray Offenburger, CFP®, joins Gabe McManus to talk about a problem he sees again and again in people who did everything right: they saved for 40 years, and now they are afraid to spend it. Ray explains how his own parents never lost a dime in 2008, yet watched the income from their "safe" CDs fall by nearly 80%, and how facing his father's long illness and his mother's Parkins...

Kit Lancaster, CFP®, founder of Sterling Edge Financial in Chicago, joins Gabe to talk about a problem most successful people don't see coming: not too few financial options, but far too many. He explains why high earners often feel overwhelmed and underwhelmed at the same time, what a trip to a tile store taught him about narrowing thousands of choices down to a few, and why...

What does it take to build an advisory business that grows without consuming the life of the advisor who created it?

In this episode of Top 50 Most Innovative Voices in Advisor Growth, Gabe McManus talks with Duncan MacPherson, founder and CEO of Pareto Systems, author of The Advisor Playbook and The Blue Square Method, and a longtime coach to financial professiona...

Why do financial advisors with happy clients still struggle to generate consistent referrals?

In this episode of Top 50 Most Innovative Voices in Advisor Growth, Paul G. McManus sits down with Bill Cates, known as The Original Referral Coach and one of the financial advisory industry’s most established voices on referral growth.

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