Episode 2 - Practice Management with Carla McCabe of Truelytics artwork
Modern Financial Advisor

Episode 2 - Practice Management with Carla McCabe of Truelytics

  • 26:25
  • September 24th 2018

Carla McCabe, Director of Practice Management at Truelytics joins Mike Langford to dive in on topics ranging from the valuation of OSJs to the future of the wealth management industry. Carla also draws a parallel between training for American Ninja Warrior and building a valuable financial business. Lots of great stuff! Listen up!

Modern Financial Advisor

The Modern Financial Advisor podcast, hosted by Mike Langford, explores innovative strategies and solutions for RIAs, independent financial advisors, and wealth management firms.