FS Thrive: Tracking business health with Truelytics

Head of Field Strategy Kyle Simpson sits down with the TrueLytics team in Austin, TX to chat about transition management for business owners.

Listen on Spotify Listen on Apple
June 2, 2022 | 30 minute read

About this episode
FS Thrive goes to Austin! In this episode, Head of Field Strategy Kyle Simpson is joined by Truelytics CEO Jeremi Karnell and industry expert Mike Langford at their HQ in Austin, Texas. They discuss the Truelytics platform which specializes in evaluating business health, optimization and transition management. If you’d like to learn more about Truelytics, visit fsthrive.com or check out Mike’s podcast, Modern Financial Advisor.  

Transcript excerpt:
[00:00:00] Mike Langford:
Kyle, Jeremy, fantastic to see you this morning.

[00:00:04] Jeremi Karnell:
We’re all here. Exactly. So a welcome to Austin, Kyle.

[00:00:07] Kyle Simpson:
It’s good to be here. First time. It has lived up to the hype and boy was it hyped, but it has met and exceeded expectations.

[00:02:05] Kyle Simpson:
Yeah. So, this worked out great. We were here for an event with a group that was. We’re closely with it was their annual conference. And so we were presenting on a value add topic, which we’ll, I’m sure we’ll get into here in a bit, but we’ve got this collection of programs now that we’ve put under this umbrella at FS, as FS Thrive and the ideas to help advisors thrive at work, thrive at home and thrive in their community, and you know, we, we undertook this about a year ago and we wanted to create a collection of programs that actually helped advisors do those things. Right. I think a lot of asset managers have these types of programs and they all kind of look the same. And so we, we approach this, we think with a fresh perspective and fresh set of eyes.

This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. FS Investments is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the author and do not necessarily reflect the views, opinions or positions of FS Investments. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. FS Investments does not provide legal or tax advice and the information herein should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact any investment result. FS Investments cannot guarantee that the information herein is accurate, complete, or timely. FS Investments makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.

Any projections, forecasts and estimates contained herein are based upon certain assumptions that the author considers reasonable. Projections are necessarily speculative in nature, and it can be expected that some or all of the assumptions underlying the projections will not materialize or will vary significantly from actual results. The inclusion of projections herein should not be regarded as a representation or guarantee regarding the reliability, accuracy or completeness of the information contained herein, and neither FS Investments nor the author are under any obligation to update or keep current such information.

All investing is subject to risk, including the possible loss of the money you invest.

Kyle Simpson

Head of Field Strategy

Search our site