Shows
Modern Financial AdvisorWhy RIAs and Independent Financial Advisors Who Add Banking Services are Poised for Rapid GrowthIn this episode of the Modern Financial Advisor Podcast, host Mike Langford chats with Terry Mullen, Chief Revenue Officer of Fispoke, about how financial advisors can now offer comprehensive banking services to their clients.
Once exclusive to wirehouse advisors, these services are now accessible to RIAs and independent financial advisors, thanks to new technology and banking arrangements. Mike and Terry discuss the evolution of financial advice, the immense market potential, and the transformative power of integrating banking solutions for financial advisory businesses.
Learn about how Fispoke is bridging this gap, the opportunities for growth, and...2025-04-0837 min
FireSide: A Podcast Series from FS InvestmentsFS Thrive x Truelytics: Unlocking value—AI, technology, and the future of financial servicesHow much is your financial practice worth and what drives that value? Where are the opportunities to unlock unrealized value? How are you preparing your business for the inevitable changes coming due to the impact of technology and AI? We sit down with the Truelytics team to learn more about their technology platform built for financial advisors and RIAs to help define practice value and analyze the health of advisory businesses, while exploring how changes like advisor demographics, consolidation and even AI are impacting the industry. Learn more at www.fsthrive.com and www.truelytics.com.Have...2023-05-2421 min
FireSide: A Podcast Series from FS InvestmentsFS Thrive: Tracking Business Health with TruelyticsFS Thrive goes to Austin! In this episode, Head of Field Strategy Kyle Simpson is joined by Truelytics CEO Jeremi Karnell and industry expert Mike Langford at their HQ in Austin, Texas. They discuss the Truelytics platform which specializes in evaluating business health, optimization and transition management. If you’d like to learn more about Truelytics, visit fsthrive.com or check out Mike’s podcast, Modern Financial Advisor. Have a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https...2022-06-0136 min
The Augmented AdvisorYour Financial Advisory Business Is Undervalued - Here's Why! And How To Fix ItIn this episode, Ian Karnell from Truelytics shares how financial advisors and RIAs can discover hundreds of thousands of dollars of unrealized value in their business by taking a few simple steps.2021-11-2455 min
Modern Financial AdvisorHow Truelytics and Consultants Work TogetherThe ecosystem of consultants and professional services providers who work with RIAs and independent financial advisors is extensive. Yet, most providers lack the ability to evaluate the value and performance of a modern financial advisory firm.
In this episode of The Modern Financial Advisor podcast, Owen Dahl, Head of Professional Services at Truelytics and the original architect of the company's software, shares his insights and vision for how consultants and practice management professionals can best serve advisors by leveraging the Truelytics platform.2021-09-0245 min
Modern Financial AdvisorNavigating Transitions with Jeff Hamaoui of Modern Elder AcademyJeff Hamaoui, Co-founder, Chief Education & Innovation Officer of Modern Elder Academy joins Jeremi Karnell, CEO of Truelytics, and Mike Langford for a fascinating and fun conversation about navigating life transitions.2021-06-1059 min
Modern Financial AdvisorLeveraging Data and Platform-Based Solutions for Financial Advisor GrowthIan 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.2021-04-2646 min
Modern Financial AdvisorEpisode 54 - Jeremi Karnell and Scott Wetzel on Financial Advisor Transition TrendsJeremi 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 Advisorist2021-02-2342 min
Midlife & Beyond with Jo BlackwellIs Midlife Changing for GenX? with Jeremi KarnellIs the nature of midlife changing as "Generation X" hits 50? Our guest this week thinks it is! Jeremi Karnell is the CEO of Truelytics, a leading business intelligence SAAS platform in the Wealth Management sector. He lives in Austin, TX with his wife Cindy, his daughter, 9-year-old Aviana, his 8-year-old son Grayson, and his 5-year-old English Bulldog Mickey.Connect with Jeremi here: https://www.linkedin.com/in/jeremikarnell/About the Midlife and Beyond Podcast. Like all transitions, midlife can be messy and sad and glorious all at once, leaving many mi...2021-02-0428 min
Modern Financial AdvisorEpisode 43 - The Future of the OSJ Model for Independent Financial Advisors with Jason GallagherJason Gallagher of ViewPointe Strategies Group and Terry Mullen, CEO of Truelytics join Mike Langford for a deep-dive exploration of the current state and future of the OSJ model for independent financial advisors and the broker-dealer ecosystem.2020-08-141h 05
The RIA Compliance CollectiveUnderstanding Succession and ValuationIntro
Topic I - Why do I need a succession plan if I don't plan on retiring?
Topic II - How do I determine the value of my business / practice?
Topic III - What should be considering if I am looking to break away from my current firm?
Topic IV - Upcoming events
Speaker Bio
Terry Mullen, CEO
Truelytics
Terry is a seasoned executive, board member, entrepreneur, and active private investor. After a 29-year career in Financial services distribution as a Senior Executive wit...2020-08-0527 min
The Advisor Financing ForumWhy You Should Get An Independent Valuation and Understand Your KPIsTerry Mullen, CEO of Truelytics joins Scott Wetzel, CEO of SkyView Partners for a conversation about valuations, key performance indicators, and why we aren't seeing a great wave of advisors transitioning out of the business... yet!2020-07-2745 min
Top Advisor MarketingEpisode 247 – Reduce Time and Costs During Your Advisory Firm’s Transitions –– With Jeremi KarnellToday, Matt talks to Jeremi Karnell, president and COO of Truelytics. Truelytics is a leading business-intelligence SaaS (software as a service) platform in the wealth management sector.
Truelytics is the first end-to-end data-driven platform that helps wealth management enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions.
In this episode, you will learn:
About Truelytics’ four models: TrueRecruit, TruePerformance, TrueContinuity, TrueMatch
Which transitions Truelytics is designed to help advisors navigate with less time and costs, including “the great transition”
Which costs Truelytics reduces during transitions
How this software helps advisors f...2020-07-2134 min
Top Advisor Marketing PodcastEpisode 247 – Reduce Time and Costs During Your Advisory Firm’s Transitions –– With Jeremi KarnellToday, Matt talks to Jeremi Karnell, president and COO of Truelytics. Truelytics is a leading business-intelligence SaaS (software as a service) platform in the wealth management sector.
Truelytics is the first end-to-end data-driven platform that helps wealth management enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions.
In this episode, you will learn:
About Truelytics’ four models: TrueRecruit, TruePerformance, TrueContinuity, TrueMatch
Which transitions Truelytics is designed to help advisors navigate with less time and costs, including “the great transition”
Which costs Truelytics reduces during transitions
How this software helps advisors focus on what they should be foc...2020-07-2134 min
Marketing – Top Advisor MarketingEpisode 247 – Reduce Time and Costs During Your Advisory Firm’s Transitions –– With Jeremi KarnellToday, Matt talks to Jeremi Karnell, president and COO of Truelytics. Truelytics is a leading business-intelligence SaaS (software as a service) platform in the wealth management sector. Truelytics is the first end-to-end data-driven platform that helps wealth management enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions. In this episode, … Continue reading Episode 247 – Reduce Time and Costs During Your Advisory Firm’s Transitions –– With Jeremi Karnell →2020-07-2100 minThe RIA Compliance CollectiveIt's about time! Modernizing the RIA advertising rulesMike Langford is the founder and CEO of finservMarketing, a consulting firm that specializes in providing best in class marketing strategies and content creation for the financial services industry.
Outline:
Topic I Intro
Topic II - Mike's overview of modernizing the advertising rules
Topic III - Marketing vs Advertising
Topic IV - Testimonials, Endorsements, etc.
Topic V - Pre-Review and Approval
Outro
SEC Proposes to Modernize the Advertising
https://www.sec.gov/news/press-release/2019-230
finservMarketing Website: https://www.finservmarket...2020-07-2030 min
Modern Financial AdvisorEpisode 39 - How RIAs Can Dramatically Improve Their PerformanceTerry Mullen, CEO of Truelytics explains how RIAs can dramatically improve their performance by focusing on four key areas of their business.2020-07-1345 min
Modern Financial AdvisorEpisode 36 - How The Pandemic Might Affect Valuations For Financial Advisory Business SalesOwen Dahl, of the Dahl Consulting Group, joins Terry Mullen, CEO of Truelytics, and Mike Langford for a conversation about how the COVID-19 pandemic might affect valuations, deal structure, and the volume of M&A deals for financial advisors.2020-05-1847 min
Modern Financial AdvisorThe Value of Benchmarking for RIAs and Independent Financial AdvisorsCatherine Williams, VP and Head of Practice Management at Dimensional Fund Advisors (DFA) and Tom Orecchio, CEO of Modera Wealth Management join Terry Mullen, CEO of Truelytics for a conversation on the value of benchmarking for RIAs and independent financial advisors.
The conversation is moderated by Mike Langford.2020-04-241h 05
Modern Financial AdvisorEpisode 32 - Eli Gassert On Rapid Technology Solution Development for Wealth ManagementEli Gassert, Chief Technology Officer of Truelytics shares his vision and approach for the rapid development of new technology solutions for a fast-changing wealth management industry. In a space where it is commonly expected to have technologies take years to develop and deploy, Eli explains how it is possible to shrink that time down to a matter of weeks.2020-04-1751 min
Modern Financial AdvisorEpisode 31 - How Financial Advisors and RIAs Can Benefit From the CARES ActThe Coronavirus Aid, Relief and Economic Security (CARES) Act has opened up the opportunity for independent financial advisors, RIAs, and other wealth management firms to access emergency capital as a mechanism to cushion their businesses during this time of economic crisis. Mike Langford is joined by Scott Wetzel of SkyView Partners to take an initial look at the details with an effort to help the Truelytics community get started exploring the programs for their businesses.2020-04-0130 min
The PulseThe Pulse Special Edition: BooST Keynote on M&AJoin Evee Walker, Dan Kreuter Vance Barse and David Brounley as they tell all from their wealth of experience in successful mergers and acquisitions:Evee Walker is currently the SVP of Operations for Succession Link and Chalice Network. She first started with Succession Link back in early 2017 as the M&A marketplace started to really expand at a significant rate. Evee Walker's experience has provided her with an innovative advantage of growing an online marketplace while integrating software and tools to assist in the M&A process. As Succession Link started to grow at roughly 1,000 members a...2020-03-2626 min
Modern Financial AdvisorEpisode 28 - Recruiting and Retaining Financial Advisors with Terry Mullen of TruelyticsTerry Mullen, CEO and Co-Founder of Truelytics joins Mike Langford to explore the urgent need to improve the financial advisor recruiting process.2020-02-0345 min
Modern Financial AdvisorEpisode 23 - How financial advisors can use their websites to convert prospects to clientsShanna Tingom of Heritage Financial Strategies joins Mike Langford for an exploration of how she and her team are using their website to win new clients at a 66% higher rate than other channels. It turns out these new clients are much more profitable as well.
Shanna also shares how she is leveraging Truelytics to facilitate the acquisition of another advisor's practice.2019-10-2345 min
Modern Financial AdvisorEpisode 22 - What holds many advisors and agents back from growing their practice into a business?Big news! Truelytics won the Allianz Field Advisory FinTech Pitchfest on September 18, 2019.
Also, we are going to be changing the name of the Valuations Podcast to something a little broader in meaning. If you have suggestions, please send them to mike@truelytics.com
On the show this week, Mike Langford is joined by Jeff Concepcion of Stratos Wealth Partners. Jeff shares his insights into what limits many individual financial advisors and insurance agents as they try to grow their practices into larger businesses.
The conversation starts with martial arts and flipping burgers and...2019-09-2740 min
The Confident Advisor Practice PodcastIs Your Practice a Stock or a Bond?This episode comes from a recent Horizon Advisor Network coaching call with Pete Bush, who addresses the difference in whether your practice is a stock or a bond? Learn the characteristics of stocks and bonds as they apply to a business, how the estimated value of your business effects you whether you are buying selling, or in a holding pattern, and how you should be balancing your total revenue between labor and expenses. Show Notes: 0:43--- Whether your practice is a stock or bond effects your strategy 0:56--- Think of your business as...2019-04-0525 min
Modern Financial AdvisorEpisode 9 Grant Hicks of Advisor Practice Management on Increasing Client ValueGrant Hicks of Advisor Practice Management and author of "Guerrilla Marketing For Financial Advisors" joins Mike Langford and Carla McCabe of Truelytics to explore the most important practice management themes for 2019.2019-01-1845 min
Modern Financial AdvisorEpisode 7 - Jeremi Karnell on digital transformation and blockchainJeremi Karnell, CMO and Chief Product Officer of Truelytics joins Mike Langford to discuss the importance of digital transformation and how blockchain may be leveraged inside of Truelytics.2018-12-1028 min
Modern Financial AdvisorEpisode 3 - What makes a wealth management firm valuable? Jeff Miller of TruelyticsJeff 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.2018-10-1030 min
Modern Financial AdvisorEpisode 2 - Practice Management with Carla McCabe of TruelyticsCarla 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!2018-09-2426 min
Modern Financial AdvisorEpisode 1 - The Truelytics Origin Story with Terry MullenTerry Mullen, CEO and Founder of Truelytics joins Mike Langford to discuss the origin story of the company and explore why wealth management firms and financial advisors need to take valuation and succession planning seriously.2018-09-1625 min