See it in action Sign In

Your Financial Advisory Business Is Undervalued – Here’s Why! And How To Fix It

Posted by John Prendergast

1 min Read

In this Episode

Ian Karnell from Truelytics shares how financial advisors and RIAs can discover hundreds of thousands of dollars of unrealized value in their business by taking a few simple steps.

Our Guest

Ian Karnell, Chief Revenue Officer of Truelytics

Ian Karnell is the Chief Revenue Officer for Truelytics. He oversees Truelytics sales, marketing and customer success functions.  Ian has developed a dynamic mix of marketing and operations skills, with over 25+ years of experience in the digital marketing, mobile, big data, fin tech and ad tech industry. Ian has significant business expertise in operating and scaling fin-tech, professional service, big data, and digital ad network firms across North America, EMEA, and LATAM..  Ian founded and served as the CEO of One to One Interactive, one of the largest independent Digital Agencies in the US with gross billings over $100 million and 225+ employees worldwide – recognized as one of Fortune Magazine’s Fastest-Growing Companies.

John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.

Is your wealth firm ready for the future? It begins now