Episode 58
Leveraging Data and Platform-Based Solutions for Financial Advisor Growth
Modern Financial Advisor · Truelytics
April 26, 202146m 53s
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Show Notes
Ian Karnell, Chief Revenue Officer of Truelytics joins Mike Langford to share a fresh perspective on the opportunity for wealth management firms, RIAs, and independent financial advisors to navigate business transitions and achieve new levels of growth through the use of data and platform-based solutions.