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Join SAM and Principal® for a Webinar on how Fintech Enables Advisors to Deliver a Differentiated Client Experience at Scale

Posted by Gerard Michael on September 21, 2022



Join SAM and Principal® for a webinar on how fintech enables advisors to deliver personalized portfolios and a differentiated client experience at scale.



Portfolio personalization – including tax-sensitive transition, year-round tax-loss harvesting, ongoing gains deferral, household-level portfolio management, ESG and religious value screens and tilts, risk customization, custom product choice, direct indexing and more – is central to delivering a differentiated client experience. But delivering personalized portfolios has traditionally been a manual process. 

Join Mike Casciano, Head of Model Strategy and Portfolio Consulting at Principal® and me, Jerry Michael, Smartleaf AM President and Founder, on October 11, 2022 at 11:30 AM EST to discuss how technological innovation makes it possible to deliver personalized portfolios and a differentiated client investment experience at scale. 

Topics will include:

  • What are personalized portfolios?
  • What are the most important components?
  • How do you deliver them at scale?
  • How does this change the role of your client-facing advisor?
  • How do you leverage personalized portfolios to gain market share?

We’ll answer questions live. You can also reach out to us on LinkedIn (@SmartleafAssetManagement) in advance with any specific questions you’d like us to address.

We hope you can join us. Follow this link to save your seat.


Gerard Michael
Gerard Michael

President, Co-Founder