Principal's Mike Casciano, Head of Model Strategy & Portfolio Consulting, joined SAM's President and co-founder Jerry Michael a few weeks ago 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
You can watch and learn HERE.
