24 episodes

The Modern Financial Advisor podcast, by Truelytics, explores topics related to transition management and business optimization for the wealth management and insurance industries. The show is hosted by Mike Langford and features a variety of guests.

Modern Financial Advisor Truelytics

    • Technology
    • 4.7, 3 Ratings

The Modern Financial Advisor podcast, by Truelytics, explores topics related to transition management and business optimization for the wealth management and insurance industries. The show is hosted by Mike Langford and features a variety of guests.

Customer Reviews

4.7 out of 5
3 Ratings

3 Ratings

cspathis ,

Fantastic!

Fantastic podcast with some great practical information. If you are in the wealth management industry this is becoming a must-listen

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