Podcast

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.

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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.

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Kyle Simpson

Head of Field Strategy

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