Leveraging Data and Platform-Based Solutions for Financial Advisor Growth

Modern Financial Advisor
26/04/2021 46 min Episodio 58

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Episode Synopsis


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.

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