21 min
FS Thrive x Truelytics: Unlocking value—AI, technology, and the future of financial services FireSide: A Podcast Series from FS Investments
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- Investing
How much is your financial practice worth and what drives that value? Where are the opportunities to unlock unrealized value? How are you preparing your business for the inevitable changes coming due to the impact of technology and AI? We sit down with the Truelytics team to learn more about their technology platform built for financial advisors and RIAs to help define practice value and analyze the health of advisory businesses, while exploring how changes like advisor demographics, consolidation and even AI are impacting the industry. Learn more at www.fsthrive.com and www.truelytics.com.
How much is your financial practice worth and what drives that value? Where are the opportunities to unlock unrealized value? How are you preparing your business for the inevitable changes coming due to the impact of technology and AI? We sit down with the Truelytics team to learn more about their technology platform built for financial advisors and RIAs to help define practice value and analyze the health of advisory businesses, while exploring how changes like advisor demographics, consolidation and even AI are impacting the industry. Learn more at www.fsthrive.com and www.truelytics.com.
21 min