Blog - The Modern Financial Advisor

Firm Value with Jeff Miller

Written by Jeremi Karnell | Oct 11, 2018

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

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