EPISODE · Apr 26, 2021 · 46 MIN
Leveraging Data and Platform-Based Solutions for Financial Advisor Growth
from Modern Financial Advisor · host Truelytics
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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Leveraging Data and Platform-Based Solutions for Financial Advisor Growth
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