12.13.2023 - Portfolios
What it Takes to Deliver Personalized and Tax-Optimized Portfolios at Scale
Presented by Jerry Michael, SmartLeaf
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 of the client-facing advisor, how you can leverage this ability to cut costs and grow your business and how universal personalization and tax optimization will reshape the industry.
Attendees 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.