Also, check out:
Episode 11 - Using Compliance as a Strategic Edge with Ivan Barretto of RIA Compliance
Episode 10 - Using Sentiment Analysis and AI to Beat the S&P 500 with Jamie Wise of Buzz Indexes
Episode 9 - Practice Management Themes for 2019 with Grant Hicks and Carla McCabe
Episode 8 - The Value of Alternative Investments in IRAs with Henry Yoshida of Rocket Dollar
Episode 7 - Digital Transformation & Blockchain with Jeremi Karnell
Episode 6 - Acquisition Financing with James Hughes of Live Oak Bank
Episode 5 - Importance of Culture with Jim DeCarlo, CEO of StratWealth
Episode 4 - Firms of the Future with Shane Morrow, Managing Partner IronBridge
Episode 3 - Firm Value with Jeff Miller
Episode 2 - Practice Management with Carla McCabe
Episode 1 - The Truelytics Origin Story with Terry Mullen