What does it actually take to get your financial advisory business or fintech company featured in the media? According to Allie Zendrian — founder of AtoZ Communications and a former financial reporter at Forbes, Institutional Investor, and TheStreet — it comes down to one question most people never think to ask.

In this episode, recorded live at the Nitrogen Fearless Investing Summit in Denver, Colorado, Mike sits down with one of the most connected pros in the wealth management and fintech ecosystem. Allie brings a rare dual perspective: she spent years on the other side of the pitch email deciding what was worth covering, and now she helps advisors and fintech companies get their stories told.

Here's what you'll take away from this conversation:

• Why AI-generated press releases are quietly killing your credibility — and what reporters actually think the moment they land in their inbox.
• The single most important question to ask before you pitch any story, any reporter, or any media outlet. Hint: it has nothing to do with your product features or your latest announcement.
• Why advisors doing their own PR is "penny wise and pound foolish" — and what a more realistic, cost-effective approach actually looks like.
• How Allie built one of the most connected networks in the wealth management and fintech space in under two years, starting from her days at Forbes where she famously broke the ice with Steve Forbes himself by just treating him like a human being.
• The difference between a story that moves the needle and noise that nobody notices — and how to coach your clients to understand that difference.

Allie also opens up about building AtoZ Communications as a single mom, why she's choosing to grow deliberately rather than fast, and what she wants her kids to understand about the relationship between money, time, and work that matters to you.

Chapters:

00:00 — Cold Open: Why AI-Generated PR Is Killing Your Credibility

00:51 — Intro & Welcome

02:13 — From the Forbes Newsroom to the "Dark Side" of PR

05:31 — How Allie Built Her Network So Quickly

07:57 — What Advisors & Fintech Companies Get Wrong About Communications

11:23 — The One Question That Makes Something Newsworthy

17:03 — What's Next for AtoZ Communications

21:41 — Building a Business as a Single Mom — and the Lessons It's Teaching Her Kids

26:41 — How to Connect with Allie & Where to Find Her Work

27:47 — Mike's Closing Thoughts

Between 40 and 55% of millionaires in the United States are business owners. That's one of the biggest opportunities in wealth management right now... and most advisors are barely scratching the surface of it.

In this episode, recorded live and in person at the Fearless Investing Summit in Denver, Colorado, Mike Langford sat down with Cal Parker, Managing Director at BizEquity, to talk about why now is the perfect time for financial advisors to level up their game when it comes to serving business owner clients.

Cal drops some genuinely eye-opening stats and insights — including the fact that 60% of business owners have never even discussed their exit plans with their spouse. If you're not having the business valuation conversation with your clients, someone else eventually will.

What we cover in this episode:

• Why advisors struggle to advise business owner clients beyond investment strategies — and what to do about it
• How a single free business valuation can land a multi-million dollar client relationship
• The new Exit Valuation Module from BizEquity and how it helps advisors have more proactive, forward-looking planning conversations
• What "exit readiness" really means — and why it's about so much more than the numbers
• The first-ever Private Company Valuation Index — launched in partnership with the American City Business Journals — and how advisors can use it for smarter prospecting
• Cal's crystal ball take on where business owner planning is headed over the next 2–5 years

If you work with business owners — or you want to — this episode is for you. Connect with Cal on LinkedIn and learn more about what BizEquity is building at bizequity.com.

Chapters:

00:00 Teaser — Why advisors can't afford to ignore this conversation

01:19 Intro

02:42 Welcome & meeting in person at the Fearless Investing Summit

04:50 BizEquity's rebrand and what's new

06:45 Cal's new role leading BizEquity

07:40 The massive business owner opportunity advisors are missing

10:45 The Great Wealth Transfer — why the timing is now

12:05 The stat that should stop every advisor in their tracks

14:00 The risk of leaving this conversation on the table

17:00 The Exit Valuation Module — planning beyond today's number

18:45 What is exit readiness and why does it matter?

21:00 The Private Company Valuation Index explained

23:45 Using the index as a prospecting tool

26:00 Crystal ball — where is business owner planning headed?

27:45 The most surprisingly valuable businesses Cal has seen

30:00 Wrap up

What if the most powerful thing you could hand a client after a meeting isn't a detailed report... but something their spouse could actually understand?

Alison Susko, VP of Community at Asset-Map, joins Mike Langford at the Fearless Investing Summit in Denver for a conversation about why simplicity might be the most underrated competitive advantage in financial planning today.

In this episode, you'll discover:

• Why the reports most advisors hand clients actually require the advisor to be in the room to make sense of them — and why that's a problem
• How the "non-CFO spouse" is reshaping how advisors think about client communication
• Why Asset-Map's new eMoney integration became their fastest-growing integration of all time
• How JUMP AI can automatically build an Asset-Map report from a recorded client meeting in real time
• The shift from deep complexity to relationship-first simplicity that Alison sees coming across the entire industry
• Why multi-generational planning is no longer optional — and how Relationship Maps are helping advisors keep track of blended families, gray divorces, and three-generation households
• The real reason clients leave advisors (hint: it has nothing to do with returns)

Alison brings nearly 20 years of industry experience — including nearly a decade at eMoney Advisor — to a refreshingly honest conversation about what clients actually want from their financial advisors and the technology that serves them.

Chapters:

0:00 - The moment clients finally understand their finances

1:02 - Intro

2:05 - Welcome to Denver: Recording live at the Fearless Investing Summit

3:20 - What does a VP of Community actually do?

5:30 - Why clients don't need a 75-page report

8:00 - The non-CFO spouse problem

10:30 - When your client shouldn't need you to explain the report

12:00 - Asset-Map's eMoney integration

13:30 - The JUMP AI integration: Building an Asset-Map from a recorded meeting

15:00 - The sleep-at-night factor

17:00 - The end of walled gardens: Open architecture in wealth tech

18:30 - The future of visual financial planning

20:30 - Multi-generational planning and Relationship Maps

23:30 - Gray divorce and the complexity of modern family finances

26:10 - Outro

What if the financial planning profession is more fragile than it looks? Recorded live at the Fearless Investing Summit by Nitrogen Wealth, Mike sits down with Bob Veres — veteran industry observer, writer, and publisher of the Inside Information newsletter — for one of the most candid conversations about the state of financial advice you'll hear this year.

Bob has been watching this profession evolve for decades, and he pulls no punches. From the AUM model's structural flaws, to the inertia of established firms sleepwalking toward an extinction event, to the rise of a new generation of idealistic advisors who want nothing to do with the old way of doing business — this conversation covers it all.

If you've ever felt like the profession is stuck in an awkward middle ground between what it was and what it needs to become... Bob has a name for that feeling. And more importantly, he has a vision for what comes next.

Chapters:

00:00 — Teaser: "How Much Have You Got?"

00:24 — Intro & Welcome

01:41 — The Present Is Awkward: Why Financial Planning Isn't Quite a Profession Yet

07:08 — What's Wrong With the AUM Model (And What Comes Next)

10:37 — The Next Generation of Clients and Advisors Won't Accept the Status Quo

14:05 — Inertia: The Ancient Enemy of Progress in This Profession

16:38 — The Avalanche Is Coming — And You Won't See the Last Grain of Sand

19:42 — AI Is Going to Be Huge Someday (Wink) — What It Really Means for Advisors

24:30 — The Three Reactions to New Technology (And Which One Always Wins)

26:08 — Bob's Vision: A Fiduciary Referral Network Built on Specialization

31:23 — A Bright Future — For Those Who Adapt

32:27 — Bob's Neural Network: How He Stays Sharp & How to Connect

Bob Clare spent 25 years inside Bank of America and Merrill Lynch before founding Fispoke — a complete embedded banking and lending platform built specifically for independent RIAs and financial advisors. And what he saw from the inside is what drove him to build it: the big banks have a very deliberate strategy to cross-sell your clients every time they walk through their doors. Most independent advisors have no idea it’s happening.

In this episode, Mike and Bob dig into why integrating banking into your practice is both an offensive and defensive strategy, what it really means to be a fiduciary when you’re only managing half of your client’s financial life, and how Fispoke is enabling advisors to offer $20.5 million in FDIC insurance and a 3.56% high-yield savings APY to their clients today.

They also unpack a stat that should stop every advisor cold: 81% of heirs switch advisors after inheriting wealth. Bob explains how building a banking relationship with the next generation is one of the most powerful retention tools in an advisor’s arsenal.

Chapters:

0:00 - Cold Open: Bob’s Warning to Advisors

0:30 - Episode Intro

2:00 - Welcome Bob Clare / The Journey from Terry’s Episode to Today

3:00 - Fispoke Elevator Pitch: The Turnkey Banking Platform for Advisors

6:00 - Offense & Defense: Banks Are Actively Cross-Selling Your Clients

13:30 - The Fiduciary Blind Spot: Managing One Side of the Balance Sheet Isn’t Enough

19:00 - Business Owner Clients and the Banking Opportunity

20:30 - $20.5 Million in FDIC Insurance: The Sleep-at-Night Conversation

25:30 - From Portfolio Manager to Capital Architect

28:30 - Advisor Financing: Own Your Destiny Without Selling to Private Equity

29:30 - The 81% Problem: Banking as a Next-Gen Retention Strategy

35:00 - Getting Started with Fispoke (No Platform Fees)

38:30 - Training & Getting Comfortable with Banking Conversations

43:00 - First Mover Advantage & Closing Thoughts

47:00 - Outro

What if AI could actually make you MORE human with your clients?

Matt Halloran, Chief Evangelist at Zocks, joins Mike Langford to share a powerful paradox that's transforming financial advisory: the technology that was supposed to replace human connection is actually deepening it.

In this episode, you'll discover:

• How one advisor nearly missed his client's spouse mentioning a serious health issue—but his AI notetaker caught it
• Why the "tyranny of minutiae" is keeping advisors from spending quality time with clients (and how to break free)
• The surprising stat: advisors only spend 20% of their time with clients—and how to reclaim 10+ hours per week
• Why having "no baggage" makes AI the perfect listener in client meetings
• How 2 million meetings worth of machine learning is making every advisor better at their job
• The simple follow-up email strategy that's helping advisors close more business against competitors
• Why adoption rates for AI tools are skyrocketing from 10% to 90% in just 18 months
• How to attract young talent and drive organic growth in the AI era

Matt also shares a powerful Navy story about "trusting the wind at your back"—a metaphor that shaped his entire career and led him from co-founding ProudMouth (the largest podcasting company in financial services) to his new role evangelizing AI solutions.

Whether you're skeptical about AI or already experimenting with it, this conversation will shift how you think about technology's role in building deeper, more authentic client relationships.

Guest: Matt Halloran, Chief Evangelist at Zocks Learn more: https://www.zocks.io/mattgpt

The Future of Financial Advising: Alan Moore on XYPN's Growth, Fee-For-Service Models, and More

In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Alan Moore, CEO of XY Planning Network (XYPN) and AdvicePay, for an insightful discussion at the XYPN Live conference in Austin, Texas.

They explore topics such as the challenges of organic growth in the financial advising industry, the rise of fee-for-service models, and the different phases of building a successful advisory business. Alan shares his journey from starting his own firm to managing two large companies, emphasizing the importance of finding the right business model and staying transparent with clients. Tune in to learn valuable insights from one of the industry's most inspiring leaders.

Don't forget to subscribe on Apple Podcasts, Spotify, Google Play, Amazon, or your favorite podcast platform!

Chapters:

00:00 Understanding Market Saturation in Financial Advisory

01:08 Introduction to the Modern Financial Advisor Podcast

02:56 Welcoming Alan Moore to the Show

05:14 The Origin Story of XYPN

08:36 Challenges and Growth in Entrepreneurship

15:13 Phases of Business Development

20:35 Reflecting on Rapid Growth and Challenges

21:43 The Shift to Fee-for-Service Models

22:33 Exploring the AUM Model and Market Saturation

29:30 The Origin and Growth of AdvicePay

31:56 Balancing Multiple Ventures as an Entrepreneur

33:32 Building Influence and Creating Gravity

37:09 Conclusion and Final Thoughts