Jeremi 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 Advisorist

Jeremi 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 Advisorist

Episode 54 - Jeremi Karnell and Scott Wetzel on Financial Advisor Transition Trends

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>.

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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>.

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Episode 54 - Jeremi Karnell and Scott Wetzel on Financial Advisor Transition Trends

Episode 54 - Jeremi Karnell and Scott Wetzel on Financial Advisor Transition Trends

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