This is a very special episode of The Modern Financial Advisor Podcast. First, I finally got to meet Kyle Simpson, Head of Field Strategy at FS Investments in person. As you'll hear, we've known each other for years but have only ever talked via Zoom. Second, this is the first episode of the show we have recorded with everyone in the same room. And lastly, the topics we cover have the potential to have a major impact on the business and personal lives of advisors.
Kyle was in Austin for an event hosted by a client firm and as part of his kickoff of the FS Thrive program. Truelytics is a proud partner in FS Thrive and we jumped at the chance to have Kyle join us for a podcast episode to explore the program. And of course, we covered a lot of other topics as well.
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Resources Related to this Episode:
Below is a list of resources mentioned in this episode or related to the topics we discussed:
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Austin | Philadelphia | Barcelona