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Modern Financial Advisor

Modern Financial Advisor

Business

Leveraging Data and Platform-Based Solutions for Financial Advisor Growth

Leveraging Data and Platform-Based Solutions for Financial Advisor Growth

2021-04-26
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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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More Episodes

Episode 39 - How RIAs Can Dramatically Improve Their Performance
2020-07-13
Episode 38 - The Importance of a Target Market for RIAs and Smaller Broker Dealers
2020-06-19
Episode 37 - How to Become Your Own Wealthiest Client with Dan Cuprill of Advisor Architect
2020-06-01
Episode 36 - How The Pandemic Might Affect Valuations For Financial Advisory Business Sales
2020-05-18
Episode 35 - What Wealth Management Firms Can Learn From Auto Racing Teams
2020-05-13
Why Protecting Financial Advisors’ Businesses is Good Business for Broker Dealers
2020-05-01
The Value of Benchmarking for RIAs and Independent Financial Advisors
2020-04-24
Episode 32 - Eli Gassert On Rapid Technology Solution Development for Wealth Management
2020-04-17
Episode 31 - How Financial Advisors and RIAs Can Benefit From the CARES Act
2020-04-01
Episode 30 - How to Demonstrate Leadership and Calm Fears During a Time of Crisis
2020-03-22
Episode 29 - How Succession Planning Helped Advisors Grow Their Business
2020-03-03
Episode 28 - Recruiting and Retaining Financial Advisors with Terry Mullen of Truelytics
2020-02-03
Episode 27 - New Business Financing Options Available To Financial Advisors and RIAs
2019-12-31
Episode 26 - Recruiting Financial Advisors is a Game of Motivational Awareness
2019-12-21
Episode 25 - How to get clients as a financial advisor by looking beyond the 1%
2019-11-20
Episode 24 - How Zero Dollar Trade Commissions Affect Financial Advisors
2019-11-05
Episode 23 - How financial advisors can use their websites to convert prospects to clients
2019-10-23
Episode 22 - What holds many advisors and agents back from growing their practice into a business?
2019-09-27
Episode 21 - Make Your Wealth Management Business Easy to Work With and Work For
2019-09-11
Episode 20 - How to Close Clients Faster with Technology
2019-08-26
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