Why You Should Get An Independent Valuation and Understand Your KPIs

Written by Mike Langford

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!

If you would like to explore financing options for your RIA or individual financial advisory business simply email the team at SkyView Partners and someone will get right back to you.

Mike Langford
Founder & CEO of finservMarketing. Financial services industry veteran with over 20 years of experience in both retail and institutional segments. Early pioneer in the use of social media and digital marketing for financial advisors.
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