Every advisor and every client are different. A lot of what we think is best is highly subjective. Spend some time with our resident quants to explore what empirically makes the most significant difference in client lives. This ultimately results in better client results, fostering happier, more fulfilling client relationships and (usually more referrals).
Join Carson Coaching and Adam Grealish, Altruist’s Head of Investments, on Thursday, July 20th at 1 pm CT for a discussion on:
Understanding drivers of client financial outcomes and range of impact each may have on client outcomes.
Understanding tax management strategies and potential benefits they may offer a client.
The impact of portfolio management choices on portfolio performance and investor behavior.
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.