Episode 3 - What makes a wealth management firm valuable? Jeff Miller of Truelytics

from Modern Financial Advisor · host Truelytics

Jeff Miller, President and COO of Truelytics joins Mike Langford to explore the ins and outs of business valuation for wealth management firms and individual financial advisors. Jeff also discusses his vision for the future of the wealth management industry. Hint... he doesn't see the robots taking over anytime soon.

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How long is this episode of Modern Financial Advisor?

This episode is 30 minutes long.

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This episode was published on October 10, 2018.

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