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SOFTWARE
PLATFORM OVERVIEW
TrueRecruit
TruePerformance
TrueContinuity
TrueMatch
NOTABLE FEATURES
Data & Benchmarking
Enterprise Functionality
Security
RELEASE NOTES
ABOUT
PRICING
RESOURCES
THE MODERN FINANCIAL ADVISOR
Articles
Podcasts
Recruiting
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Valuation
PRESS COVERAGE
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Modern Financial Advisor Podcast
How Financial Advisors and RIAs Can Use Storytelling in the M&A Process
Mike Langford
|
Sep 9, 2020
|
2 min read
Product Release Notes
Introducing Peer Group Benchmarks
Jeremi Karnell
|
Sep 8, 2020
|
5 min read
Technology
How Financial Advisors and RIAs Can Increase Profitability by Using a Digital Assistant
Mike Langford
|
Aug 28, 2020
|
2 min read
Industry Trends
The Future of the OSJ Model for Independent Financial Advisors
Mike Langford
|
Aug 17, 2020
|
2 min read
Industry Trends
Leadership During Our New "Work From Home" Reality
Mike Langford
|
Aug 7, 2020
|
2 min read
Practice Management
How RIAs Can Make Big Gains By Thinking Small
Mike Langford
|
Jul 30, 2020
|
1 min read
Technology
Using Artificial Intelligence to Create Custom Portfolios That Are As Easy As Model Portfolios
Mike Langford
|
Jul 17, 2020
|
1 min read
M&A
How RIAs Can Dramatically Improve Their Performance
Mike Langford
|
Jul 13, 2020
|
1 min read
Product Release Notes
Introducing TrueRecruit - A Modern Recruiting Solution for Financial Advisory Firms
Eli Gassert
|
Jun 24, 2020
|
6 min read
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