How Truelytics and Consultants Work Together
Truelytics: M&A
SEPTEMBER 2, 2021
Nearly 25 years ago, Owen Dahl , board member and Head of Professional Services at Truelytics realized that a great wave of transition was coming for the wealth management industry and the industry wasn't prepared to handle it. At the time financial advisors, RIAs, and broker-dealers relied exclusively on expensive consultants to measure a business's performance and valuation.
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