Episode 2 - Practice Management with Carla McCabe of Truelytics
Modern Financial Advisor - En podkast av finservMarketing
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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 of the wealth management industry. Carla also draws a parallel between training for American Ninja Warrior and building a valuable financial business. Lots of great stuff! Listen up!
