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Why You Should Get An Independent Valuation and Understand Your KPIs artwork
The Advisor Financing Forum

Why You Should Get An Independent Valuation and Understand Your KPIs

  • E8
  • 45:40
  • July 27th 2020

Terry Mullen, CEO of Truelytics joins Scott Wetzel, CEO of SkyView Partners for a conversation about valuations, key performance indicators, and why we aren't seeing a great wave of advisors transitioning out of the business... yet!

The Advisor Financing Forum

The Advisor Financing Forum is a weekly podcast presented by SkyView Partners. The show is designed to bring you a wide range of conversations with a variety of guests who will share their insights on topics relevant to your business as an independent or registered investment advisor.