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 Tags: Truelytics


We are thrilled to announce that we will be launching our new podcast in September. The show will be called Valuations and it is designed to help wealth management firms and individual advisors improve the value of their businesses. Valuations will be hosted by Mike Langford and feature a variety of guests from the Truelytics team and beyond. Most importantly, the show will create an opportunity for us to connect with you in a more personal and interactive manner. We encourage you to ask us questions and share what is working (and not working) in your business so we can explore and learn as a community.

The show is going to be great! Check out this intro the above intro that Mike recorded for the show to get a feel for what you can expect.

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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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