Blog - The Modern Financial Advisor

Truelytics' Origin Story with Terry Mullen

Written by Jeremi Karnell | Sep 2, 2018

Terry Mullen, Founder & CEO of Truelytics, joins Mike Langford to discuss the origin story of the company and explore why wealth management firms and financial advisors need to take valuation and succession planning seriously.

Audio Stream

 It is a little over 25 minutes and you may stream it on SoundCloudiTunesStitcher, and TuneIn.

Video Overview

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