Episode 1 - The Truelytics Origin Story with Terry Mullen

from Modern Financial Advisor · host Truelytics

Terry Mullen, CEO and Founder of Truelytics joins Mike Langford to discuss the origin story of the company and explore why wealth management firms and financial advisors need to take valuation and succession planning seriously.

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How long is this episode of Modern Financial Advisor?

This episode is 25 minutes long.

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This episode was published on September 16, 2018.

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