Terry 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.

Terry 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.

Episode 1 -  The Truelytics Origin Story with Terry Mullen

The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by <a href="https://www.linkedin.com/in/mikelangford2/" target="_blank">Mike Langford</a> and produced by <a href="https://www.finservmarketing.com/" target="_blank">finservMarketing</a>.

Business

Entrepreneurship

Technology

Investing

Marketing

Management

The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.

The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by <a href="https://www.linkedin.com/in/mikelangford2/" rel="noopener noreferrer">Mike Langford</a> and produced by <a href="https://www.finservmarketing.com/" rel="noopener noreferrer">finservMarketing</a>.

Share Episode 1 - The Truelytics Origin Story with Terry Mullen

Sign up to save your podcasts

Episode 1 - The Truelytics Origin Story with Terry Mullen

Episode 1 - The Truelytics Origin Story with Terry Mullen

More shows like Modern Financial Advisor

Financial Advisor Success