How 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 <a href='http://www.fsthrive.com'>www.fsthrive.com</a> and <a href='http://www.truelytics.com/'>www.truelytics.com</a>.<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1741292/open_sms">Have a question for our experts? Text us for a chance to have your questions answered on the next episode.</a>To watch the video version, go to https://www.youtube.com/@FSInvestments For more research insights go to <a href='https://fsinvestments.com/insights/'>FSInvestments.com</a> <a href='https://bit.ly/m/fsinvestments'>https://bit.ly/m/fsinvestments</a>

How 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 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://www.youtube.com/@FSInvestments For more research insights go to FSInvestments.com https://bit.ly/m/fsinvestments

How 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 <a href="http://www.fsthrive.com" rel="noopener noreferrer">www.fsthrive.com</a> and <a href="http://www.truelytics.com/" rel="noopener noreferrer">www.truelytics.com</a>.<a href="https://www.buzzsprout.com/twilio/text_messages/1741292/open_sms" rel="noopener noreferrer">Have a question for our experts? Text us for a chance to have your questions answered on the next episode.</a>To watch the video version, go to https://www.youtube.com/@FSInvestments For more research insights go to <a href="https://fsinvestments.com/insights/" rel="noopener noreferrer">FSInvestments.com</a> <a href="https://bit.ly/m/fsinvestments" rel="noopener noreferrer">https://bit.ly/m/fsinvestments</a>

FS Thrive x Truelytics: Unlocking value—AI, technology, and the future of financial services

FireSide is a podcast series from FS Investments featuring episodes and research on the markets and economy. This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. FS Investments is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the author and do not necessarily reflect the views, opinions or positions of FS Investments. Interviews, including interviewee responses, are not intended to produce or solicit an endorsement of FS Investments or its products. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. FS Investments does not provide legal or tax advice and the information herein should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact any investment result. FS Investments cannot guarantee that the information herein is accurate, complete, or timely. FS Investments makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.Any projections, forecasts and estimates contained herein are based upon certain assumptions that the author considers reasonable. Projections are necessarily speculative in nature, and it can be expected that some or all of the assumptions underlying the projections will not materialize or will vary significantly from actual results. The inclusion of projections herein should not be regarded as a representation or guarantee regarding the reliability, accuracy or completeness of the information contained herein, and neither FS Investments nor the author are under any obligation to update or keep current such information. All investing is subject to risk, including the possible loss of the money you invest.

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FireSide is a podcast series from FS Investments featuring episodes and research on the markets and economy. This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. FS Investments is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the author and do not necessarily reflect the views, opinions or positions of FS Investments. Interviews, including interviewee responses, are not intended to produce or solicit an endorsement of FS Investments or its products. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. FS Investments does not provide legal or tax advice and the information herein should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact any investment result. FS Investments cannot guarantee that the information herein is accurate, complete, or timely. FS Investments makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.Any projections, forecasts and estimates contained herein are based upon certain assumptions that the author considers reasonable. Projections are necessarily speculative in nature, and it can be expected that some or all of the assumptions underlying the projections will not materialize or will vary significantly from actual results. The inclusion of projections herein should not be regarded as a representation or guarantee regarding the reliability, accuracy or completeness of the information contained herein, and neither FS Investments nor the author are under any obligation to update or keep current such information. All investing is subject to risk, including the possible loss of the money you invest.

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FS Thrive x Truelytics: Unlocking value—AI, technology, and the future of financial services

FS Thrive x Truelytics: Unlocking value—AI, technology, and the future of financial services

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