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.

Episode metadata supplied by the publisher feed · Published Sep 16, 2018

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Episode 1 - The Truelytics Origin Story with Terry Mullen

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This episode was published on September 16, 2018.

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