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Portfolio transitions can be one of the biggest barriers to growth for advisors—slowing onboarding, creating tax drag, and adding operational complexity. But they don’t have to be. In this webinar, we’ll show how leading advisors are using smarter, tax-aware technology to help streamline transitions, reduce risk, and deliver greater value to clients—without the manual burden.
What we’ll cover:
- The Real Cost of Poor Transitions: How inefficiencies erode returns and trust
- Why Traditional Strategies Fall Short: The limits of manual and legacy approaches
- A Better Way to Transition: What high-value, tax-smart transitions look like
- Real-World Case Study: Reducing concentration risk with phased, tax-aware reallocation
Accepted for 1 CFP / IWI / CFA CE Credit
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