How To Help Your Practice Come Out On Top When Markets Are Down – Betterment for Advisors – 3.21.23

December 23, 2020

Overview:

Title: How To Help Your Practice Come Out On Top When Markets Are Down

Date: Tuesday, March 21, 2023

Time: 1:00 PM Eastern Daylight Time

Duration: 1 hour

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Summary:

On Demand Soon

After a choppy 2022 (and the stock market’s worst year since 2008), your clients are probably feeling unsettled and looking for ways to better navigate their financial lives—especially as the outlook for 2023 remains uncertain.

Join Eric Bronnenkant, CFP^®, Betterment’s Head of Tax, and Devon Klumb, CFP^®, Strategic Sales Manager at Betterment for Advisors and previous co-founder of Commas, for a webinar on how you can help add value for clients amid macroeconomic headwinds.

Topics will include:

Keeping tax efficiency and tax planning best practices in focus
Positioning client portfolios and cash savings for success in 2023
Practice management tips for guiding the advisor value conversation beyond investment planning
How to better communicate the value you bring to clients
Actionable ways to help your clients resist risky behavior and stay the course

Speakers:

Eric Bronnenkant, CPA, CFP^® Head of Tax Betterment

Eric has been Betterment’s Head of Tax for over 5 years, with 20+ years of experience in taxation. His experience includes tax optimization for Ernst & Young and Fidelity Investments clients. His thought leadership contributions can be frequently found in Forbes, CNBC, CBS, and a Bloomberg Talking Tax podcast. Eric holds M.S. degrees in Accounting and Taxation from Seton Hall University as well as an MBA in Quantitative Finance from NYU.

Devon Klumb, CFP^®, BFA™ Strategic Sales Manager Betterment for Advisors

Devon Klumb works with advisors to implement the Betterment for Advisors platform in their practices. Before joining the Betterment team, Devon served clients as a Certified Financial Planner™ at an $80 million RIA that he co-founded and scaled before selling to a larger firm. Devon has a deep understanding of an entrepreneur’s daily life in the RIA space and, having built his practice on the Betterment for Advisors platform, he has unique insight into the power of automation. Devon is dedicated to helping advisors scale their businesses and serve their clients better. Devon graduated from Ohio University with a B.S. in Engineering Technology & Management and lives in Cincinnati, OH.