Truelytics Valuations Podcast

Jamie Wise, CEO of Buzz Indexes, joins Mike Langford to explore how the use of sentiment analysis and powerful artificial intelligence (AI) tools have allowed Buzz to create a new stock index that continuously outperforms the S&P 500.

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.

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.

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.

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?

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!

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.

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.

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!

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.