Big news! Truelytics won the Allianz Field Advisory FinTech Pitchfest on September 18, 2019.
Also, we are going to be changing the name of the Valuations Podcast to something a little broader in meaning. If you have suggestions, please send them firstname.lastname@example.org.
On the show this week, Mike Langford is joined by Jeff Concepcion of Stratos Wealth Partners. Jeff shares his insights into what limits many individual financial advisors and insurance agents as they try to grow their practices into larger businesses.
The conversation starts with martial arts and flipping burgers and ends with a discussion about Mike doing karaoke on Jeff's podcast.
Truelytics' Advisor Transition Management Platform is the first end-to-end data-driven system to help wealth management and insurance enterprises attract, retain, and support advisory businesses while also reducing time and costs related to transitions.