Truelytics Valuations Podcast
By 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.
||CleanEpisode 8 - Henry Yoshida of Rocket Dollar on the value of alternative investments in IRAs||Henry Yoshida, founder of Rocket Dollar, joins Mi…||1/3/2019||Free||View in iTunes|
||CleanEpisode 7 - Jeremi Karnell on digital transformation and blockchain||Jeremi Karnell, CMO and Chief Product Officer of …||12/10/2018||Free||View in iTunes|
||CleanEpisode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms||James Hughes of Live Oak Bank joins Mike Langford…||11/14/2018||Free||View in iTunes|
||CleanEpisode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms||Jim DeCarlo, CEO of StratWealth joins Mike Langfo…||11/6/2018||Free||View in iTunes|
||CleanEpisode 4 - Special Guest Shane Morrow of IronBridge Wealth Counsel||Shane Morrow, Managing Partner and Director of In…||10/26/2018||Free||View in iTunes|
||CleanEpisode 3 - What makes a wealth management firm valuable? Jeff Miller of Truelytics||Jeff Miller, President and COO of Truelytics join…||10/10/2018||Free||View in iTunes|
||CleanEpisode 2 - Practice Management with Carla McCabe of Truelytics||Carla McCabe, Director of Practice Management at …||9/24/2018||Free||View in iTunes|
||CleanEpisode 1 - The Truelytics Origin Story with Terry Mullen||Terry Mullen, CEO and Founder of Truelytics joins…||9/16/2018||Free||View in iTunes|
Fantastic podcast with some great practical information. If you are in the wealth management industry this is becoming a must-listen