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Episode 19 - How to Attract Millennial Advisors to Your Wealth Management Firm
2019-08-15
Episode 18 - Why Details Matter for your Wealth Management or Insurance Business
2019-08-01
Episode 17 - Valuation: Getting Beyond a Reasonable Doubt
2019-07-23
Episode 16 - Considering the Strategic Value in a Wealth Management Business Acquisition
2019-07-14
Episode 15 - Kirsten Petras on the acquisition activity increase in wealth management
2019-06-10
Episode 14 - Kelli Cruz on the importance of talent wealth for successful business transitions
2019-05-28
Episode 13 - Victor Gaxiola of Tech Girl Financial on using social media to increase your valuation
2019-04-04
Episode 12 - Brian Margolis of Productivity Giant on Growing Your Business by Simplifying It
2019-03-14
Episode 11 - Ivan Barretto of RIA Compliance Concepts on using compliance for a strategic edge
2019-02-20
Episode 10 - Jamie Wise of Buzz Indexes on using sentiment analysis and AI to beat the S&P 500
2019-01-30
Episode 9 Grant Hicks of Advisor Practice Management on Increasing Client Value
2019-01-18
Episode 8 - Henry Yoshida of Rocket Dollar on the value of alternative investments in IRAs
2019-01-03
Episode 7 - Jeremi Karnell on digital transformation and blockchain
2018-12-10
Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms
2018-11-14
Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms
2018-11-06
Episode 4 - Special Guest Shane Morrow of IronBridge Wealth Counsel
2018-10-26
Episode 3 - What makes a wealth management firm valuable? Jeff Miller of Truelytics
2018-10-10
Episode 2 - Practice Management with Carla McCabe of Truelytics
2018-09-24
Episode 1 - The Truelytics Origin Story with Terry Mullen
2018-09-16
