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Jeff Miller, Truelytics Board Member, joins Mike Langford to explore the ins and outs of business valuation for wealth management firms and individual financial advisors. Jeff also discusses his vision for the future of the wealth management industry. Hint... he doesn't see the robots taking over anytime soon.

Audio Stream

It is a little over 30 minutes and you may stream it on SoundCloud, iTunes, Stitcher, and TuneIn.

Video Overview

You now may stream our Valuations Podcast over Alexa. To activate, simply click here and add the skill. Once you have done that all you need to do is say:

"Alexa, play Valuations Podcast."

alexa

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.

Disclaimer

The above article is meant for information purposes only and is not intended in any way to provide legal or other advice for any specific situation.  Readers always should consult their own tax, accounting and legal advisors before taking any action related to the above article or subject matter.

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