Episode Details
Back to Episodes
Episode 54 - Jeremi Karnell and Scott Wetzel on Financial Advisor Transition Trends
Published 5 years, 3 months ago
Description
Jeremi Karnell, CEO of Truelytics, and Scott Wetzel, CEO of SkyView Partners join Mike Langford for an expansive conversation on what the next decade holds for advisor transitions. This episode was originally shared with the audience of the Virtual Financial Advisor Conference hosted by Broadridge Advisor Solutions and Advisorist