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Modern Financial Advisor

Modern Financial Advisor

Business

Episode 54 - Jeremi Karnell and Scott Wetzel on Financial Advisor Transition Trends

Episode 54 - Jeremi Karnell and Scott Wetzel on Financial Advisor Transition Trends

2021-02-23
Download Right click and do "save link as"

Jeremi Karnell, CEO of Truelytics, and Scott Wetzel, CEO of SkyView Partners join Mike Langford for an expansive conversation on what the next decade holds for advisor transitions. This episode was originally shared with the audience of the Virtual Financial Advisor Conference hosted by Broadridge Advisor Solutions and Advisorist

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