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

Modern Financial Advisor - En podkast av finservMarketing

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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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