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What Holds Many Advisors and Agents Back from Growing their Practice into a Business?

Jeremi Karnell
Sep 27, 2019

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 to mike@truelytics.com.

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.

To listen to the episode simply click play on the audio stream below or listen and subscribe on your favorite podcast platform. You can find us on iTunes, Spotify, Google Play Music, Alexa,  SoundCloud, Stitcher, and TuneIn.

Audio Stream


Video Overview

Episode 22 Video Update

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.

Related Episodes:

Episode 21 - Make Your Wealth Management Business Easy to Work With and Work For

Episode 18 - Why Details Matter for your Wealth Management or Insurance Business


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