What it Takes to Deliver Personalized and Tax-Optimized Portfolios at Scale
Guest Expert: Jerry Michael, SmartLeaf
Date:
Webinar Replay Description
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
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.
12.13.2023 - Portfolios
Attendees Comments:
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.