Best Dynamic Velocity Podcasts (2025)

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Navy spouse, Realtor, and property management pro 25:46

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2d ago25:46

25:46

Meet Joanna Bradford — Navy spouse, Realtor, and property management pro who’s built an incredible business serving military families in Pensacola, FL 🇺🇸 From leasing agent to managing 200+ homes, Joanna proves what’s possible when passion meets purpose. “Helping people decide whether to rent or sell isn’t just business — it’s personal.” Listen to …

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Authenticity wins every time with Lya Sanchez 21:11

3d ago21:11

21:11

🎙️ New Episode: Authenticity wins every time with Lya Sanchez When Lya started in real estate, people told her to hide parts of her past. Instead, she embraced them — and that authenticity became her biggest strength. In this episode, we talk about why being real attracts the right clients and the right opportunities. Ready to take the next step? C…

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From Classroom to Closing Table: How Vanessa Cantu Built a Thriving Real Estate Career in the Rio Grande Valley 17:03

5d ago17:03

17:03

In this episode of The Mortgage Edge Podcast, David sits down with Rio Grande Valley realtor Vanessa Cantu to talk about her inspiring journey from educator to top-producing agent and builder. Vanessa shares how she turned setbacks into success, built her business organically, and helps families achieve the dream of homeownership. Tune in to hear h…

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From Baking to Building Dreams: How Tess Hernandez Turned Passion into Real Estate Success 14:22

13d ago14:22

14:22

In this episode of The Mortgage Edge Podcast, David Nguyen sits down with Lubbock Realtor Tess Hernandez — a former baker who’s now making major moves in real estate. Tess shares how one spontaneous decision led her to a thriving career, how social media became her biggest lead source, and why consistency, authenticity, and hard work still win in t…

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Alan Moore from XYPN Live on Entrepreneurship, Escape Velocity, and the RIA Fee-For-Service Revolution 39:27

17d ago39:27

39:27

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…

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Michael Kitces Explains How Financial Advisors Can Create Gravity to Attract Clients vs Fighting Time and Scale Constraints 36:15

17d ago36:15

36:15

Unlocking The Secrets to Scaling Your Financial Advisory Business - Michael Kitces on XYPN Live In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Michael Kitces during the XYPN Live conference in Austin, Texas. They discuss the importance of knowing your target market, focusing on strategic planning, and the…

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From Cuba to $15M in Sales: How a 23-Year-Old Closed 75+ Deals in His First Year 23:02

20d ago23:02

23:02

🏠 From Semi-Truck Driver to $15M in Real Estate Sales in Just One Year Meet Kevin Marquez – a 23-year-old Cuban immigrant who came to Houston 3 years ago with nothing but a dream. In August 2024, he got his real estate license. Fast forward 12 months: 75+ transactions closed. $15M+ in sales. 5 team members. Most 20-year veterans don't hit these num…

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Building the Back Office of the Future: AI Agents and Operations Tech for Financial Advisors 57:48

28d ago57:48

57:48

In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by David Knoch, CEO of Docupace, to discuss the evolving landscape of financial advisory operations. David shares his insights on the industry's archaic practices, the importance of operational efficiency, and the role of AI in future-proofing financial services. …

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Why RIAs That Take Workflow Management Seriously Are Growing 33% Faster Than Their Peers 1:05:29

1M ago1:05:29

1:05:29

How I Built and Sold My FinTech Startup: Louis Retief of Hubly on The Modern Financial Advisor Podcast In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Louis Retief, co-founder of Hubly, for an in-depth conversation about his entrepreneurial journey in the wealth tech industry. Louis shares his experience o…

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The Grind That Built a Multi-Million Dollar Real Estate Business 19:57

2M ago19:57

19:57

Meet Hailey Sutter from Amarillo, TX - the realtor who REFUSED to follow the "it takes 2-3 years to get going" rule! 🔥 Her secret? PURE HUSTLE: 📞 4 hours of cold calls EVERY DAY for 2 years 📋 Expired listings & FSBO calls 🎯 17 transactions in year 1 → 67 by year 3 💪 Shut down her massage business with 800 clients to go all-in What makes her differe…

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Financial Advisors Who Embrace New Business Models and Adopt AI Today Will Be The Last Ones Standing 1:02:29

2M ago1:02:29

1:02:29

In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Steve Lockshin, founder of AdvicePeriod and Vanilla Technologies. Steve shares insights on the shortcomings of the traditional AUM model, the rise of AI in financial advising, and the potential of technology to revolutionize …

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How AI Will Power a New Era of Hyper Growth for Financial Advisors and Wealth Management Firms 57:16

2M ago57:16

57:16

Unlocking Scalable Growth for Financial Advisors with AI In this episode of the Modern Financial Advisor podcast, host Mike Langford is joined by Ian Karnell, who introduces his new company, VastAdvisor, and discusses how it aims to radically transform organic growth for financial advisors and wealth management enterprises. Ian delves into the powe…

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30-Year Mortgage Veteran Stories 9:03

3M ago9:03

9:03

Meet Sarah Sikora - 30 years in mortgages and still loving it! From helping parents buy their first home to now working with their kids, she's seen it all. Her secret? "I know a little bit about a lot - just enough to be dangerous" 😄 Whether it's your first home or your fifth, purchase or refinance, Sarah and the Velocity team have you covered unde…

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From Claims to Closings 9:33

3M ago9:33

9:33

Meet Kris Garcia - our top loan officer who's been crushing it for 10 years straight! 💪 From working claims at United Healthcare to becoming a VA loan expert, Kris shares: ✨ The moment his manager said "maybe you just don't have it" - and how that sparked his incredible journey 🏠 The emotional closing that reminded him WHY he does this work 🇺🇸 His …

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How Victor Contreras Became a Mortgage Pro in 10 Years! 11:21

3M ago11:21

11:21

Join us for an inspiring spotlight episode with Victor Contreras, one of our senior mortgage loan originators celebrating his 10th year in the industry. From escaping the corporate rat race to helping families achieve homeownership dreams, Victor shares his personal journey and philosophy of putting client education first. In this candid conversati…

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The Psychology of Prospecting: How VRGL Helps Advisors Win More Clients 1:00:50

3M ago1:00:50

1:00:50

On this episode of the Modern Financial Advisor Podcast, Mike Langford welcomes Kyle Zasky, the new CEO of VRGL, for his first-ever podcast appearance. The two dive deep into why so many advisors struggle with client acquisition and how VRGL’s proposal and analytics platform is designed to change that. Kyle shares candid insights on the emotional h…

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Redefining Advisor Growth: Dan Zitting on Eliminating Friction and Building Client Confidence 55:44

4M ago55:44

55:44

Join Mike Langford in this eye-opening episode of the Modern Financial Advisor Podcast as he chats with Dan Zitting, CEO of Nitrogen Wealth, formerly Riskalyze. They discuss the evolving landscape of financial advising, emphasizing the importance of a strong digital presence, the role of AI in enhancing advisor-client interactions, and actionable s…

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From Serving Tables to Selling Dreams the $1.2 M Manifestation Story! 25:09

4M ago25:09

25:09

Restaurant manager to REAL ESTATE ROCKSTAR 🚀 This is Greg's story and it's about to blow your mind! Greg's formula for success? It's not complicated: ✨ Mindset over everything ✨ Manifestation with ACTION ✨ Service before selling ✨ Say YES to scary opportunities His first listing? A personal connection that sold for 1.2 MILLION! 🤯 But Greg's not sto…

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From Dumb Money to Dynamic Insights – How Pebble is Reinventing Portfolio Conversations with AI 1:02:36

4M ago1:02:36

1:02:36

In this episode of the Modern Financial Advisor Podcast, Mike Langford is joined by Justin Whitehead, Co-Founder and CEO of Pebble Finance, for a deep dive into one of the most compelling use cases of AI in wealth management. Justin shares how a personal investing misstep in China sparked the idea for Pebble, and how his team is transforming the wa…

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Why Serving Business Owners is the Secret Sauce to Building a Vibrant Wealth Management Firm 55:51

4M ago55:51

55:51

In this illuminating episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Jason Early, CEO of RISR, to discuss how targeting business owners can massively elevate a financial advisor's practice. The discussion covers why treating a privately held business as just another asset is a missed opportunity, and how business …

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From Social Work to Real Estate Wins: Alexandra’s Bold Leap 22:11

5M ago22:11

22:11

She moved states with no network — and built a thriving real estate career. 💥 In this inspiring episode of The Mortgage Edge Podcast, Alexandra Heard shares how she went from social services to selling homes — and why genuine client relationships were her secret weapon. 🏡✨ 🔑 What you’ll learn: ✅ Why attitude is everything in a shifting market ✅ How…

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El Paso Realtor Builds Trust Through Faith and Family Values 19:28

5M ago19:28

19:28

Meet Humberto Valle—a realtor with heart. 💙 With over 15 years in real estate, Humberto blends faith, empathy, and engineering insight to deliver unmatched value to clients in El Paso, TX. Here’s what you’ll learn: ✨ Why personalized service creates lifelong clients 👨‍👩‍👧‍👦 How he balances family and business 🏘️ What makes El Paso a unique opportun…

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Why a Financial Advisor’s CRM Choice May Be Much More Important Than Which Broker-Dealer They Choose 54:56

5M ago54:56

54:56

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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How Tesia Built a Thriving Business Without Buying Leads 20:16

5M ago20:16

20:16

"We don’t buy leads—we build relationships." 👏🏡 In this inspiring episode, Realtor Tesia Harris shares how she turned her passion into purpose—growing a successful business in Texas real estate while raising a family and mentoring others along the way. 💥 Started in real estate with young kids at home 🧠 Built her team with zero reliance on paid lead…

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Why Military Families Need Realtors Like Jennifer Ghigna 26:03

5M ago26:03

26:03

Jennifer Ghigna gets it—because she lives it. 🇺🇸 Jennifer Ghigna went from social work to closing 47 deals in her first year as a realtor in Wichita Falls, TX. 😲 A military spouse and mom of two, Jennifer shares how she built a thriving real estate career using TikTok, VA loans, and a passion for helping military families. 🇺🇸🏡 Here’s what you’ll le…

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From Ministry to Million-Dollar Mindset: Taz Ellett's Real Estate Formula 35:51

6M ago35:51

35:51

"It’s a great day in Wichita Falls!” ☀️🏡 In this episode, we sit down with Taz Ellett, who shares how his journey from youth ministry to real estate shaped his mission-driven approach to business. 💌 Why are handwritten notes his secret weapon? 👨‍👩‍👧‍👦 How family life inspired his career change 🤝 The real power of relationships and showing up 📲 And …

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No Limits: Courtenay’s Playbook for Real Estate Growth 19:20

6M ago19:20

19:20

From running a bar to crushing it in real estate—Courtenay Allison is doing it all. In this episode, we sit down with the San Antonio powerhouse to talk about: ✅ How customer service skills gave her a competitive edge ✅ The balancing act of managing a bar, a real estate biz, and a blended family ✅ What today’s market really looks like—and how she’s…

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How Behavioral Portfolio Management and Honest Communication Can Transform Client Relationships 57:37

6M ago57:37

57:37

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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From Stay-at-Home Mom to Community Powerhouse in Real Estate 24:59

6M ago24:59

24:59

From stay-at-home mom to top-producing agent, Alba Saldana is redefining what’s possible for immigrant women in real estate. Alba’s story is a powerful reminder that success isn’t just personal—it’s generational. #MortgageEdge #WomenInRealEstate #LatinaRealtor #CommunityDriven #RealEstateSuccess #HomeOwnershipMatters…

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Calm in the Chaos: Real Estate Wisdom from Salina’s Standout Agent 17:59

6M ago17:59

17:59

"It's chaos all the time"—but Lacey Emig knows how to stay calm, communicate clearly, and guide her clients through even the toughest real estate deals. In this episode, David and Shaila from Click and Close Mortgage sit down with Salina, Kansas agent Lacey Emig to talk about: 👉 Why communication can make or break a deal 👉 The real emotional toll o…

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Gael and Litos 50:46

6M ago50:46

50:46

We’re back with another video podcast — and this one’s a true family affair! Gael returns to the pod and brings his brother Litos along for the ride, and just to keep it all in the family, Jericho’s brother Chris jumps on too. We dive into Litos’ truck build, talk shop with Gael about his future plans, and get into some solid car and truck conversa…

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From Projects to Properties: How Jackie Huff Built His Real Estate Edge 26:05

6M ago26:05

26:05

“It’s never about the check.” 💬 Jackie Huff went from project management to powerhouse realtor in Austin—and his story is packed with lessons every real estate pro needs to hear. 🔑 Here’s what you’ll learn in this episode: ➡️ Why building a strong team is the foundation of success ➡️ How Jackie shifted focus from commissions to client care ➡️ Tips …

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Bilingual & Bold: How Azalia Mathis Empowers First-Time Buyers 22:05

6M ago22:05

22:05

From the classroom to closings—Azalia Mathis is redefining what it means to serve. 🔥 In this powerful episode, Houston-based bilingual realtor Azalia Mathis shares how her background in education gave her the edge in real estate. 🏡✨ Whether you're an agent, lender, or aspiring homebuyer—this episode drops serious gems 💎 #MortgageEdgePodcast #Housto…

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Seminar Marketing Mastery for Financial Advisors with Greg Bogich, CEO of AcquireUp 50:36

6M ago50:36

50:36

Join host Mike Langford in this episode of the Modern Financial Advisor Podcast as he interviews Greg Bogich, CEO of AcquireUp. Discover how seminars can be an effective strategy for growing a financial advisory business. Greg discusses the benefits of seminars, including filling the room with qualified prospects, the psychological advantages of fa…

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From Groupon to Top Producer: How Mylin Built a Real Estate Empire in Corpus Christi 23:01

6M ago23:01

23:01

From Groupon to greatness 👏 In this inspiring episode, David Nguyen sits down with Mylin Anandula, a top-producing agent from Corpus Christi, who went from physical therapist to real estate powerhouse—all while raising FIVE kids 👩‍👧‍👦💼 From a Groupon license to 11 homes sold in year one—Mylin didn’t wait for perfect conditions. She built a business…

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Is It Time for Financial Advisors to Rethink Their Assumptions About Asset Allocation Models? 45:02

6M ago45:02

45:02

In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by Arnim Holzer, Global Macro Strategist at Easterly EAB, for an insightful discussion on market volatility and the need to rethink traditional asset allocation models. They explore the historical context of Modern Portfolio Theory, its simplifications, and why it…

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From Pop Tart Agent to Power Producer: Tanya Ketchum’s Real Estate Rise 19:50

6M ago19:50

19:50

"Real estate doesn’t sleep..." And neither does Tanya Ketchum. In this episode of the Mortgage Edge Podcast, we dive into how Tanya made the leap from a 25-year dentistry career to becoming a rising force in the Texas real estate game 🏡💥 Whether you're new to the game or grinding toward your next milestone, Tanya’s story is packed with real talk an…

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From COVID Pivot to Coaching Powerhouse: Yitzchak’s Real Estate Rise 26:04

6M ago26:04

26:04

From the factory floor to New Braunfels real estate leader! In this episode, David Nguyen chats with Yitzchak Pierson, who made a bold pivot into real estate during the pandemic—and never looked back. 💥 Here’s what you’ll learn: 🔑 Why personal growth is non-negotiable for real estate success 📲 How YouTube + social media fuel his lead gen machine 🏘️…

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What If Financial Advisors Have Been Using the Wrong Methodology for Retirement Planning? 51:44

7M ago51:44

51:44

In this episode of the Modern Financial Advisor Podcast, Steve Vecchione and Scott Schuebel of Statera Advisors and Statera Retirement join Mike Langford to share their innovative approach to retirement planning. After watching or listening to this conversation, it might be hard for financial advisors not to wonder “Have I been using the wrong meth…

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Navigating Today's Insurance Challenges: Expert Insights with David Thompson 27:11

7M ago27:11

27:11

Join host Barry Palmquist as he sits down with insurance expert David Thompson to unpack the volatile insurance market affecting homeowners today. Learn about: • How changes to roof coverage are affecting homeowners • Smart ways to offset rising costs • The importance of having the right coverage Plus, get to know David in our fun speed round of qu…

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Billie G's Lift! 1:01:40

7M ago1:01:40

1:01:40

Season 3, Episode 11 We're on our third video podcast, and this one’s all about Billie G’s freshly lifted Tacoma. Check us out on youtube for the video version! He walks us through the full Ironman suspension kit install we did at RobbyC’s place — start to finish in under 3 hours. We talk about how it went down, lessons learned, and Billie’s first …

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Mastering Real Estate Through Social Media 13:46

7M ago13:46

13:46

On this episode of Major's Moment, host Eric Harris sits down with Blake Tinkle of Keller Williams to discuss how he's stayed successful in today's challenging real estate market. Blake shares his unique journey from apartment locator to realtor, his social media strategies that keep him visible to clients, and how creating engaging video content h…

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Wheel Zone Part 2 1:13:40

7M ago1:13:40

1:13:40

Season 3, Episode 10 We’re back with part 2 alongside the crew from The Wheel Zone! In this episode, we get more into Beto’s background and continue the conversation with Daniel about what drives the shop. From shop culture to customer stories, it’s another laid-back session full of laughs, insight, and love for the wheel game. This episode is avai…

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Serving San Antonio: Real Estate Success with Sebastian Montante 24:58

7M ago24:58

24:58

"From Construction to Closing Deals 🛠️➡️🏡" Sebastian Montante's journey from living in Taiwan and working construction to becoming a top-producing San Antonio realtor is nothing short of inspiring. 💪 In this episode of the Mortgage Edge Podcast, Sebastian shares how grit, consistent follow-up, and relationship-building helped him double his product…

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Homes, Hustle, and Heart with Jose Garza 23:42

7M ago23:42

23:42

In this episode of the Mortgage Edge Podcast, David Nguyen chats with Houston’s rising real estate star, Jose Garza. After leaving a career in supply chain, Jose dove headfirst into real estate—hosting 53+ open houses in his first year alone. Now, he’s building a business rooted in trust, service, and community—especially for first-time buyers and …

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Why RIAs and Independent Financial Advisors Who Add Banking Services are Poised for Rapid Growth 37:15

7M ago37:15

37:15

In this episode of the Modern Financial Advisor Podcast, host Mike Langford chats with Terry Mullen, Chief Revenue Officer of Fispoke, about how financial advisors can now offer comprehensive banking services to their clients. Once exclusive to wirehouse advisors, these services are now accessible to RIAs and independent financial advisors, thanks …

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The Journey of Tammie Bell: A Real estate Veteran 23:24

7M ago23:24

23:24

In this episode of The Mortgage Edge Podcast, David Wynn sits down with Tammie Bell, a real estate powerhouse from Lake Jackson, Texas. With nearly 30 years in the business, Tammie shares her journey—from launching her own brokerage to building strong client relationships and giving back to the community. She reveals her unique marketing strategies…

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Wheel Zone Part 1 1:05:33

7M ago1:05:33

1:05:33

**Season 3, Episode 9 – Our First Video Podcast!** This episode marks a big step for us—we’re officially adding video to the podcast! It’s our first-ever video episode, and it’s also the first one uploaded to our YouTube channel. We’re testing the waters with video, and what better way to kick things off than at *The Wheel Zone*! This week, we’re h…

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The Evolving Role of a Financial Advisor in an AI-Driven World 52:52

7M ago52:52

52:52

In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Dr. Emily Koochel, Manager of Financial Wellness at eMoney Advisor, to explore the critical role of the human advisor in an increasingly AI-powered world. They discuss how AI can be used as a tool to enhance efficiency, personalize client experiences, and mai…

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From MR2 to S14 – Hernan’s JDM Journey 55:15

8M ago55:15

55:15

Season 3, Episode 8 – Hernan is back for part 2! This time, we dive into his past and present car builds, starting with his old MR2 and leading up to his latest purchase—an S14 240SX. We get deep into JDM talk, discussing his previous 240SX, his plans for the new one, and all things wheels, engines, and mods. If you're into Nissans, Toyotas, or jus…