WEBCASTS
What it Takes to Deliver Personalized and Tax-Optimized Portfolios at Scale
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 Smartleaf and VettaFi for a webcast unpacking what it takes to deliver personalization and tax optimization at scale.
September 7, 2023
10am PT | 1pm ET
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Smartleaf
VettaFi
SUMMARY
Topics will include:
- 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
SPEAKERS
Jerry Michael
President and Co-founderSmartleaf
Tom Lydon
Vice ChairmanVettaFi
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