Webinar Recording
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, 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