Join Lauren Thomas (LT), Senior Product Manager, Alison Considine, Head of Strategy, and Devon Klumb, CFP®, BFA™, Head of Sales at Betterment for Advisors, for a discussion on how technology can automate tax strategies and client onboarding.
WEBCAST – How to Differentiate Your Practice with Tax-Smart Investing Technology
This year, many independent RIAs are re-evaluating their custodial partners—and assessing if they are equipped to attract, onboard, and serve new clients effectively in a competitive environment.
Tax optimization can be a powerful way to differentiate your service. Financial advisors who choose to simplify complex tax strategies through automation can help their clients potentially keep more of what they earn. Moreover, by outsourcing time-consuming processes – like account opening and transitioning legacy assets to new portfolio models – to smart automation, advisors can invest more time in crafting a meaningful client experience.
Join the Betterment for Advisors team for a discussion on implementing tools that can help you gain a competitive edge today, and scale with you into the future.
The team will cover:
- How to leverage proactive, tax-smart technology to help minimize clients’ tax burden, with less operational overhead.
- How to onboard clients and execute transitions with greater speed and tax-efficiency.
- Key points for client conversations that help you enhance your value proposition and stand out from the competition.
Accepted for 1 CFP® / IWI / CFA CE Credit