Ian 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.

Ian 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.

Leveraging Data and Platform-Based Solutions for Financial Advisor Growth

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>.

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Leveraging Data and Platform-Based Solutions for Financial Advisor Growth

Leveraging Data and Platform-Based Solutions for Financial Advisor Growth

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