How Truelytics and Consultants Work Together
Modern Financial Advisor · Truelytics by Envestnet
Audio is streamed directly from the publisher (downloads.pod.co) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
The ecosystem of consultants and professional services providers who work with RIAs and independent financial advisors is extensive. Yet, most providers lack the ability to evaluate the value and performance of a modern financial advisory firm.
In this episode of The Modern Financial Advisor podcast, Owen Dahl, Head of Professional Services at Truelytics and the original architect of the company's software, shares his insights and vision for how consultants and practice management professionals can best serve advisors by leveraging the Truelytics platform.