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How RIAs Can Dramatically Improve Their Performance

Mike Langford
Jul 13, 2020

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.

Truelytics for 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. 

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.

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