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
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ET
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60 minutes
Jerry Michael
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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What You'll Learn
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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

Register Now

Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.