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Truelytics Valuations Podcast

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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 15 - Kirsten Petras on the acquisition activity increase in wealth management

6/10/2019
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Kirsten Petras of Oak Street Funding joins Mike Langford to explore the rapid increase in acquisition activity in the wealth management industry. As the great wave of transitions heats up for RIAs and independent financial advisors, firms with the right financing in place are aggressively scaling up their businesses by acquiring the businesses of retiring advisors.

Duration:00:48:42

Episode 14 - Kelli Cruz on the importance of talent wealth for successful business transitions

5/28/2019
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Mike Langford is joined by Kelli Cruz of Cruz Consulting Group to explore how wealth management businesses (RIAs, broker-dealers, and individual financial advisors) can increase the value of their firms and the success rate for their transition (either by acquisition or internal succession planning) by focusing on the talent within their organizations.

Duration:00:51:54

Episode 13 - Victor Gaxiola of Tech Girl Financial on using social media to increase your valuation

4/4/2019
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Victor Gaxiola, Head of Marketing for Tech Girl Financial, joins Mike Langford to explore how he and his team are using social media as well as video and podcasts to grow their business. In this episode you will hear how partnering with a forward-thinking broker-dealer made all the difference and why Victor believes that acquiring an audience is key to increasing the value of your wealth management business.

Duration:00:48:00

Episode 12 - Brian Margolis of Productivity Giant on Growing Your Business by Simplifying It

3/14/2019
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Brian Margolis, founder of Productivity Giant and author of "The Index Card Business Plan" joins Mike Langford for a refreshingly new look at how to grow your wealth management business or individual financial practice.

Duration:00:57:19

Episode 11 - Ivan Barretto of RIA Compliance Concepts on using compliance for a strategic edge

2/20/2019
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Ivan Barretto of RIA Compliance Concepts joins Mike Langford to explore how compliance can be used as a strategic edge by wealth management firms and individual financial advisors.

Duration:00:44:00

Episode 10 - Jamie Wise of Buzz Indexes on using sentiment analysis and AI to beat the S&P 500

1/30/2019
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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.

Duration:00:42:18

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

1/18/2019
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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
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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
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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
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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
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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
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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
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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
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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
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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