Big news! Truelytics won the Allianz Field Advisory FinTech Pitchfest on September 18, 2019.
Also, we are going to be changing the name of the Valuations Podcast to something a little broader in meaning. If you have suggestions, please send them to mike@truelytics.com
On the show this week, Mike Langford is joined by Jeff Concepcion of Stratos Wealth Partners. Jeff shares his insights into what limits many individual financial advisors and insurance agents as they try to grow their practices into larger businesses.
The conversation starts with martial arts and flipping burgers and ends with a discussion about Mike doing karaoke on Jeff's podcast.
Episode 49 - Exploring The Zen Of Business Acquisitions
How to Rapidly Grow a New Financial Advisory Business
How Financial Advisors Can Learn From Startups to Create a Better Client Experience
Episode 46 - Tony Stich of Advicent NaviPlan on the Evolution and Future of Financial Planning
Episode 45 - How Financial Advisors and RIAs Can Use Storytelling in the M&A Process
Episode 44 - How Financial Advisors and RIAs Can Increase Profitability by Using a Digital Assistant
Episode 43 - The Future of the OSJ Model for Independent Financial Advisors with Jason Gallagher
Episode 42 - Leadership During Our New "Work From Home" Reality with Tammy Robbins
Episode 41 - How RIAs Can Make Big Gains By Thinking Small with Shauna Mace
Episode 40 - Using AI to Create Custom Portfolios That Are As Easy As Model Portfolios
Episode 39 - How RIAs Can Dramatically Improve Their Performance
Episode 38 - The Importance of a Target Market for RIAs and Smaller Broker Dealers
Episode 37 - How to Become Your Own Wealthiest Client with Dan Cuprill of Advisor Architect
Episode 36 - How The Pandemic Might Affect Valuations For Financial Advisory Business Sales
Episode 35 - What Wealth Management Firms Can Learn From Auto Racing Teams
Why Protecting Financial Advisors’ Businesses is Good Business for Broker Dealers
The Value of Benchmarking for RIAs and Independent Financial Advisors
Episode 32 - Eli Gassert On Rapid Technology Solution Development for Wealth Management
Episode 31 - How Financial Advisors and RIAs Can Benefit From the CARES Act
Episode 30 - How to Demonstrate Leadership and Calm Fears During a Time of Crisis
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