Truelytics Valuations Podcast-logo

Truelytics Valuations Podcast

Technology Podcasts >

The Valuations podcast is designed to help financial advisors and wealth management firms increase the value of their businesses by sharing insights and data from Truelytics.

The Valuations podcast is designed to help financial advisors and wealth management firms increase the value of their businesses by sharing insights and data from Truelytics.
More Information

Location:

United States

Description:

The Valuations podcast is designed to help financial advisors and wealth management firms increase the value of their businesses by sharing insights and data from Truelytics.

Twitter:

@truelytics1

Language:

English

Contact:

(800) 834-7494


Episodes

Episode 9 Grant Hicks of Advisor Practice Management on Increasing Client Value

1/18/2019
More
Grant Hicks of Advisor Practice Management and author of "Guerrilla Marketing For Financial Advisors" joins Mike Langford and Carla McCabe of Truelytics to explore the most important practice management themes for 2019.

Duration:00:45:09

Episode 8 - Henry Yoshida of Rocket Dollar on the value of alternative investments in IRAs

1/3/2019
More
Henry Yoshida, founder of Rocket Dollar, joins Mike Langford to discuss the value of providing clients with an easy mechanism for investing in alternative investments within tax-advantaged accounts such as IRAs and Roth IRAs.

Duration:00:44:43

Episode 7 - Jeremi Karnell on digital transformation and blockchain

12/10/2018
More
Jeremi Karnell, CMO and Chief Product Officer of Truelytics joins Mike Langford to discuss the importance of digital transformation and how blockchain may be leveraged inside of Truelytics.

Duration:00:28:38

Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms

11/14/2018
More
James Hughes of Live Oak Bank joins Mike Langford to discuss how wealth management firms and individual financial advisors can use debt financing to acquire a business or use it to facilitate the sale of a business. Also, in this episode, we explore whether it is a seller's market or a buyer's market. Who is really in control?

Duration:00:40:16

Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms

11/6/2018
More
Jim DeCarlo, CEO of StratWealth joins Mike Langford to explore the role company culture plays in the success of today's wealth management firm. Happy employees make happy clients!

Duration:00:33:59

Episode 4 - Special Guest Shane Morrow of IronBridge Wealth Counsel

10/26/2018
More
Shane Morrow, Managing Partner and Director of Investments at IronBridge Wealth Counsel joins Mike Langford to explore the modern wealth management firm and what's in store for the future of the industry.

Duration:00:44:55

Episode 3 - What makes a wealth management firm valuable? Jeff Miller of Truelytics

10/10/2018
More
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.

Duration:00:30:15

Episode 2 - Practice Management with Carla McCabe of Truelytics

9/24/2018
More
Carla McCabe, Director of Practice Management at Truelytics joins Mike Langford to dive in on topics ranging from the valuation of OSJs to the future of the wealth management industry. Carla also draws a parallel between training for American Ninja Warrior and building a valuable financial business. Lots of great stuff! Listen up!

Duration:00:26:22

Episode 1 - The Truelytics Origin Story with Terry Mullen

9/16/2018
More
Terry Mullen, CEO and Founder of Truelytics joins Mike Langford to discuss the origin story of the company and explore why wealth management firms and financial advisors need to take valuation and succession planning seriously.

Duration:00:25:48