4 Podcast Episodes
Episode 54 - Jeremi Karnell and Scott Wetzel on Financial Advisor Transition Trends
Episode 54 - Jeremi Karnell and Scott Wetzel on Financial Advisor Transition Trends
Jeremi Karnell, CEO of Truelytics, and Scott Wetzel, CEO of SkyView Partners join Mike Langford for an expansive convers... Read more
23 Feb 2021
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42mins
Is Midlife Changing for GenX? with Jeremi Karnell
Is Midlife Changing for GenX? with Jeremi Karnell
Is the nature of midlife changing as "Generation X" hits 50? Our guest this week thinks it is! Jeremi Karnell is the CEO... Read more
4 Feb 2021
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28mins
Episode 247 – Reduce Time and Costs During Your Advisory Firm’s Transitions –– With Jeremi Karnell
Episode 247 – Reduce Time and Costs During Your Advisory Firm’s Transitions –– With Jeremi Karnell
Today, Matt talks to Jeremi Karnell, president and COO of Truelytics. Truelytics is a leading business-intelligence SaaS... Read more
21 Jul 2020
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34mins
Episode 7 - Jeremi Karnell on digital transformation and blockchain
Episode 7 - Jeremi Karnell on digital transformation and blockchain
Jeremi Karnell, CMO and Chief Product Officer of Truelytics joins Mike Langford to discuss the importance of digital tra... Read more
10 Dec 2018
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28mins