The ecosystem of consultants and professional services providers who work with RIAs and independent financial advisors is extensive. Yet, most providers lack the ability to evaluate the value and performance of a modern financial advisory firm.
In this episode of The Modern Financial Advisor podcast, Owen Dahl, Head of Professional Services at Truelytics and the original architect of the company's software, shares his insights and vision for how consultants and practice management professionals can best serve advisors by leveraging the Truelytics platform.
Episode 29 - How Succession Planning Helped Advisors Grow Their Business
Episode 28 - Recruiting and Retaining Financial Advisors with Terry Mullen of Truelytics
Episode 27 - New Business Financing Options Available To Financial Advisors and RIAs
Episode 26 - Recruiting Financial Advisors is a Game of Motivational Awareness
Episode 25 - How to get clients as a financial advisor by looking beyond the 1%
Episode 24 - How Zero Dollar Trade Commissions Affect Financial Advisors
Episode 23 - How financial advisors can use their websites to convert prospects to clients
Episode 22 - What holds many advisors and agents back from growing their practice into a business?
Episode 21 - Make Your Wealth Management Business Easy to Work With and Work For
Episode 20 - How to Close Clients Faster with Technology
Episode 19 - How to Attract Millennial Advisors to Your Wealth Management Firm
Episode 18 - Why Details Matter for your Wealth Management or Insurance Business
Episode 17 - Valuation: Getting Beyond a Reasonable Doubt
Episode 16 - Considering the Strategic Value in a Wealth Management Business Acquisition
Episode 15 - Kirsten Petras on the acquisition activity increase in wealth management
Episode 14 - Kelli Cruz on the importance of talent wealth for successful business transitions
Episode 13 - Victor Gaxiola of Tech Girl Financial on using social media to increase your valuation
Episode 12 - Brian Margolis of Productivity Giant on Growing Your Business by Simplifying It
Episode 11 - Ivan Barretto of RIA Compliance Concepts on using compliance for a strategic edge
Episode 10 - Jamie Wise of Buzz Indexes on using sentiment analysis and AI to beat the S&P 500
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