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.
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.