What it Takes to Deliver Personalized and Tax-Optimized Portfolios at Scale
⏳
69minutes
57
Attendees
Guest Expert: Jerry Michael, SmartLeaf Bookmark
In this webinar, Jerry Michael, Co-founder of SmartLeaf, spke about what it takes to deliver exceptional levels of personalization and tax optimization at scale, how this changes the role...
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Discussions & Comments
When listeners were asked what they learned during this webinar, they commented:
First time I’ve seen such sophistication in tax loss harvesting & portfolio mgmt software. The amount of automation is impressive.
- Russell V.
"Needed reminders.
How to have a client centered consulting practice.
The need for illustrations to help explain concepts and strategies to clients."
- Mark Z.
Cap gain loss ideas
- Chuck J.
First time I’ve seen such sophistication in tax loss harvesting & portfolio mgmt software. The amount of automation is impressive.
- Russell V.
"Needed reminders.
How to have a client centered consulting practice.
The need for illustrations to help explain concepts and strategies to clients."
- Mark Z.
Cap gain loss ideas
- Chuck J.
First time I’ve seen such sophistication in tax loss harvesting & portfolio mgmt software. The amount of automation is impressive.
- Russell V.
"Needed reminders.
How to have a client centered consulting practice.
The need for illustrations to help explain concepts and strategies to clients."
- Mark Z.
Cap gain loss ideas
- Chuck J.