Modern Financial Advisor
Episode 54 - Jeremi Karnell and Scott Wetzel on Financial Advisor Transition Trends
- 42:50
- February 23rd 2021
Jeremi Karnell, CEO of Truelytics, and Scott Wetzel, CEO of SkyView Partners join Mike Langford for an expansive conversation on what the next decade holds for advisor transitions. This episode was originally shared with the audience of the Virtual Financial Advisor Conference hosted by Broadridge Advisor Solutions and Advisorist
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.