Episode 3 - What makes a wealth management firm valuable? Jeff Miller of Truelytics
Modern Financial Advisor · Truelytics
October 10, 201830m 18s
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Show Notes
Jeff Miller, President and COO of Truelytics joins Mike Langford to explore the ins and outs of business valuation for wealth management firms and individual financial advisors. Jeff also discusses his vision for the future of the wealth management industry. Hint... he doesn't see the robots taking over anytime soon.