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Recently, I joined Mike Langford on the Valuations Podcast to discuss the importance of digital transformation and how blockchain will impact the wealth management industry and some of our early thinking of its application within Truelytics.

Audio Stream

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

Note: I was interviewed for this podcast previous to the announcement of my new role as President. I will credit this amazing interview as the reason for my promotion. ;) Joking.

Video Overview

Valuations Video Update Episode 7-1

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.


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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