Terry Mullen

Terry is a seasoned executive, board member, entrepreneur, and active private investor. After a 29 year career in Financial services distribution as a Senior Executive with AIG, Lincoln Financial and Sun Life, among others, Terry took his entrepreneurial spirit and founded Truelytics. Terry’s deep knowledge of financial services and the relationships he has built will enable Truelytics to help advisors continuously improve their practice. Using data analytics and benchmarking tools, Truelytics software shows financial advisors how to easily value their business but more importantly, identify and close any gaps they currently have. Terry received a Bachelor’s Degree in Business Administration and Finance from the University of Delaware. He holds Series 6, 7, 26, and 63 FINRA licenses.

Posts By Terry Mullen

Is Your Firm a Takeover Target?

Terry Mullen   |     26, Dec 2016

3 Steps to Prepare for the DOL Fiduciary...

Terry Mullen   |     23, Dec 2016

What is a "Best Interest Contract" and W...

Terry Mullen   |     22, Dec 2016

The Case for Regulations of Financial Pl...

Terry Mullen   |     21, Dec 2016

A Look Back at the 2016 Fiduciary Rule

Terry Mullen   |     20, Dec 2016

How to Succeed When Succession Planning

Terry Mullen   |     14, Dec 2016

What Exactly Does “Value” Mean and Why D...

Terry Mullen   |     13, Dec 2016
FSI Member Promo

Disclaimer

The above article is meant for information purposes only and is not intended in any way to provide legal or other advice for any specific situation.  Readers always should consult their own tax, accounting and legal advisors before taking any action related to the above article or subject matter.

Subscribe To Instant Blog Alerts

Truelytics Webinar Series