Webinar Registration

What it Takes to Deliver Personalized and Tax-Optimized Portfolios at Scale

Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs -

Wednesday, December, 13

01:00pm ET

60 minutes

Jerry Michael

President and Co-founder SmartLeaf

What You'll Learn

Your most advanced competitors can efficiently deliver exceptional levels of tax optimization and portfolio personalization to every client, of every size. And they can show that they save or defer more in taxes than they charge most clients in fees.

Join Jerry…

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Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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Webinar Description
Your most advanced competitors can efficiently deliver exceptional levels of tax optimization and portfolio personalization to every client, of every size. And they can show that they save or defer more in taxes than they charge most clients in fees.
Join Jerry Michael, Co-founder of SmartLeaf, to learn:
What it takes to deliver exceptional levels of personalization and tax optimization at scale
How this changes the role of the client-facing advisor
How you can leverage this ability to cut costs and grow your business
How universal personalization and tax optimization will reshape the industry