{"id":7073,"date":"2025-01-20T16:53:06","date_gmt":"2025-01-20T16:53:06","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/your-financial-advisory-business-is-undervalued-heres-why-and-how-to-fix-it\/"},"modified":"2025-01-20T16:53:06","modified_gmt":"2025-01-20T16:53:06","slug":"your-financial-advisory-business-is-undervalued-heres-why-and-how-to-fix-it","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/your-financial-advisory-business-is-undervalued-heres-why-and-how-to-fix-it\/","title":{"rendered":"Your Financial Advisory Business Is Undervalued &#8211; Here&#8217;s Why! And How To Fix It"},"content":{"rendered":"\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<div class=\"podcastdotco-wrapper\"><iframe data-target=\"the-augmented-advisor\/your-financial-advisory-business-is-undervalued-heres-why-and-how-to-fix-it\" src=\"https:\/\/play.pod.co\/the-augmented-advisor\/your-financial-advisory-business-is-undervalued-heres-why-and-how-to-fix-it\" frameborder=\"0\" width=\"100%\" scrolling=\"no\" style=\"overflow:hidden;max-width:750px;height:160px;\" class=\"podcastdotco-player podcastdotco-player--episode\"><\/iframe><script src=\"https:\/\/play.pod.co\/embed\/frame-v1.js\"><\/script><\/div>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<iframe width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/e74bVMrmEOQ?enablejsapi=1\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen=\"\"><\/iframe>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">In this Episode<\/h2>\n\n\n\n<p><a href=\"https:\/\/www.linkedin.com\/in\/iankarnell\/\" rel=\"noreferrer noopener\" target=\"_blank\">Ian Karnell<\/a> from <a href=\"https:\/\/www.truelytics.com\/\" rel=\"noreferrer noopener\" target=\"_blank\">Truelytics<\/a> 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.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Our Guest<\/h2>\n\n\n\n<p>Ian Karnell, Chief Revenue Officer of Truelytics<\/p>\n\n\n\n<p>Ian Karnell is the Chief Revenue Officer for Truelytics. He oversees Truelytics sales, marketing and customer success functions.&nbsp; 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..&nbsp; 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 &#8211; recognized as one of Fortune Magazine&#8217;s Fastest-Growing Companies.<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<div class=\"podcastdotco-wrapper\" style=\"overflow:hidden;padding-top:50px;position:relative;\"><iframe src=\"https:\/\/embed.pod.co\/subscribe-button\/the-augmented-advisor\" frameborder=\"0\" scrolling=\"no\" style=\"border:0;height:100%;left:0;position:absolute;top:0;width:100%;\" class=\"podcastdotco-subscribe\"><\/iframe><\/div>\n","protected":false},"excerpt":{"rendered":"<p>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&#8230;<\/p>\n","protected":false},"author":2,"featured_media":7074,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[91],"tags":[122,125],"class_list":["post-7073","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcast","tag-augmented-advisor","tag-podcast"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7073","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=7073"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7073\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7074"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7073"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7073"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7073"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}