Leveraging Data and Platform-Based Solutions for Financial Advisor Growth

Sometimes having a fresh set of eyes join the team can help you see the world in a whole new light. As you see in this latest episode of the Modern Financial Advisor Podcast, that's just what happened when Ian Karnell joined Truelytics as our first Chief Revenue Officer. 

Company Update: As I mentioned in the video above, Truelytics was one of five companies, out of 500 applicants, to be accepted into the OnRamp Insurance Accelerator for the 2021 cohort. This program will offer us a fantastic opportunity to better serve advisors and agents in the insurance space.  

As always, you can watch the entire episode of the podcast on YouTube as well. The video is embedded below for your convenience. Make sure you subscribe to the Truelytics YouTube channel!

To listen to the episode simply click play on the audio stream at the top of this post or subscribe on your favorite podcast platform. You can find us on Apple Podcasts, Spotify, Google Podcasts, Alexa,  SoundCloud, Stitcher, and TuneIn.

Resources Related to this Episode:
Below are a few additional links and resources for advisors looking gain a deeper understanding of the power of data and platform-based solutions: 

• The Value of Benchmarking for RIAs and Independent Financial Advisors - Why are benchmarks so helpful for a modern financial advisory business? Hear three of the industry's leading experts explain how they use benchmark data and share a glimpse of the future.
• Tony Stich of Advicent NaviPlan on The Evolution and Future of Financial Planning - The concept of using "platform-based" solutions is not foreign to and wealth management firms and most financial advisors. In this conversation, Tony Stich shines a light on how platform-based solutions are powering the industry forward.
• Key Performance Indicators: Actionable Advice - This article offers some great starting points for leveraging data to manage and grow your business.