RIA firms today have a unique opportunity that was previously out of reach for all but the largest businesses in the segment. With Truelytics, RIAs of every size can access the same technological horsepower that wirehouses spend millions on each year. The video below highlights how Truelytics can help modern RIAs.
Access to technology solutions and systems designed to help firms of every size, even solo advisor RIAs, benchmark and measure their performance, recruit new advisors to their teams, discover and evaluate M&A partners, and ensure their continuity readiness is available now.
Listen to Terry Mullen, CEO of Truelytics share how RIAs are using Truelytics to dramatically improve their businesses on this week's episode of the Modern Financial Advisor Podcast.
To listen to the episode simply click play on the audio stream below or listen and subscribe on your favorite podcast platform. You can find us on Apple Podcasts, Spotify, Google Podcasts, Alexa, SoundCloud, Stitcher, and TuneIn.
Audio Stream
Resources Related to this Episode:
Serving RIAs has always been a core component of the mission at Truelytics. Below are a few other resources you might find interesting.
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