How to Differentiate Your Practice with Tax-Smart Investing Technology – Betterment – 7.24.24

How to Differentiate Your Practice with Tax-Smart Investing Technology - Betterment - On Demand

Overview:
Title: How to Differentiate Your Practice with Tax-Smart Investing Technology
Date: Wednesday, July 24, 2024
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

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 that 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.

Speakers:
Lauren Thomas (LT) Lauren Thomas (LT) Senior Product Manager Betterment for Advisors

Alison Considine Alison Considine Head of Strategy Betterment for Advisors

Devon Klumb, CFP®, BFA™ Devon Klumb, CFP®, BFA™ Head of Sales Betterment for Advisors

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