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Episode 7 - Jeremi Karnell on digital transformation and blockchain
Jeremi Karnell, CMO and Chief Product Officer of Truelytics joins Mike Langford to discuss the importance of digital transformation and how blockchai…
7 years, 5 months ago
Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms
James Hughes of Live Oak Bank joins Mike Langford to discuss how wealth management firms and individual financial advisors can use debt financing to …
7 years, 6 months ago
Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms
Jim DeCarlo, CEO of StratWealth joins Mike Langford to explore the role company culture plays in the success of today's wealth management firm. Happy…
7 years, 6 months ago
Episode 4 - Special Guest Shane Morrow of IronBridge Wealth Counsel
Shane Morrow, Managing Partner and Director of Investments at IronBridge Wealth Counsel joins Mike Langford to explore the modern wealth management f…
7 years, 7 months ago
Episode 3 - What makes a wealth management firm valuable? Jeff Miller of 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 in…
7 years, 7 months ago
Episode 2 - Practice Management with Carla McCabe of Truelytics
Carla McCabe, Director of Practice Management at Truelytics joins Mike Langford to dive in on topics ranging from the valuation of OSJs to the future…
7 years, 8 months ago
Episode 1 - The Truelytics Origin Story with Terry Mullen
Terry Mullen, CEO and Founder of Truelytics joins Mike Langford to discuss the origin story of the company and explore why wealth management firms an…
7 years, 8 months ago