<p>Terry 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!</p>

Terry 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!

Why You Should Get An Independent Valuation and Understand Your KPIs

<p>The Advisor Financing Forum is a weekly podcast presented by SkyView Partners. The show is designed to bring you a wide range of conversations with a variety of guests who will share their insights on topics relevant to your business as an independent or registered investment advisor.</p>

Business

Entrepreneurship

Technology

Investing

The Advisor Financing Forum is a weekly podcast presented by SkyView Partners. The show is designed to bring you a wide range of conversations with a variety of guests who will share their insights on topics relevant to your business as an independent or registered investment advisor.

Share Why You Should Get An Independent Valuation and Understand Your KPIs

Sign up to save your podcasts

Why You Should Get An Independent Valuation and Understand Your KPIs

Why You Should Get An Independent Valuation and Understand Your KPIs