Principal's Mike Casciano, Head of Model Strategy & Portfolio Consulting, joined SAM's President, Jerry Michael, to discuss how fintech enables advisors to deliver personalized portfolios and a differentiated client experience at scale.

Principal's Mike Casciano, Head of Model Strategy & Portfolio Consulting, joined SAM's President and co-founder, Jerry Michael, on Tuesday, October 11th to discuss how fintech enables advisors to deliver personalized portfolios and a differentiated client experience at scale. The webinar included a demo of SAM’s Advisor Portal and a live Q&A. Other topics included:

• Key components of personalized portfolios, including tax management
• Challenges in making personalized portfolios scalable 
• How this solution fits within an advisors existing technology
• The implications of scalable personalization for an Advisor’s business