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wealth management

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 18, 2020 by Jeremy Carnelli · across every show →

Everything said about wealth management, oldest first

May 18, 2020 neutral
Assertion Contradicted
Carnelli: Wealth management needs 250,000 new advisors to meet demand
“And I think Sorelli and associates predicts that the industry needs to recruit and or bring in 250,000 new financial advisors just to meet current demands.”
Jeremy Carnelli May 18, 2020 ▶ 1:29 1759 Founder Hit $1.3m ARR During COVID Getting Customers on 3 Year Contracts, How?!
May 18, 2020 bullish
Assertion Not checkable as stated
Carnelli: Truelytics is the first transition management SaaS for wealth advisors
“So it's that, and it's the first one of its kind. Up until this point, the industry's really been dominated by professional services.”
Jeremy Carnelli May 18, 2020 ▶ 2:09 1759 Founder Hit $1.3m ARR During COVID Getting Customers on 3 Year Contracts, How?!
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