How To Automate Tax-Smart Investing And Optimize Your Asset Transition Strategy – Betterment for Advisors – 7.13.23

January 1, 2021

Overview:

Title: How To Automate Tax-Smart Investing And Optimize Your Asset Transition Strategy

Date: Thursday, July 13, 2023

Time: 1:00 PM Eastern Daylight Time

Duration: 1 hour

Register Now:

Already Registered?

*First Name
*Last Name
*Email
*Work Phone
Cell Phone
*Company
*Title
*State
*Type of Advisor
CFP # (Not applicable for On Demand)
IWI (CIMA, CIMC or CPWA) # (Not applicable for On Demand)
Zip Code for IWI Submission (Not applicable for On Demand)
CFA Institute ID (Not applicable for On Demand)
Please submit any questions for our speakers.

*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by the sponsor.

Summary:

Now On Demand

This year, many firms are re-evaluating their custodial partners—and assessing if they are set up to attract, onboard, and serve new clients with personalized investment advice. But developing a transition strategy can be a time-consuming headache for many independent practices.

That’s where automation comes in. By outsourcing rote and burdensome processes – like onboarding and transitioning legacy assets to new portfolio models – to automation, advisors can win back more time to spend improving their practice and crafting the client experience.

Join the Betterment for Advisors team for a discussion on implementing tools that can help you better navigate transitions today, and scale with you into the future.

The team will cover:

How to create a more efficient and delightful onboarding experience for new clients.
How automation can help your firm execute asset transitions with greater speed and tax-efficiency.
The operational benefits of vertically-integrated custodial software.
How outsourcing to technology can help you simplify your practice and demonstrate your value to clients.

Speakers:

Alison Considine Senior Sales Manager Betterment for Advisors

At Betterment, Alison Considine manages the team responsible for helping RIAs implement the Betterment for Advisors solution in their practices. She spent several years in private wealth management at Morgan Stanley prior to joining Betterment and is dedicated to helping advisors grow their businesses and provide a great client experience. Alison has a B.A. in Economics from Bowdoin College and lives in New York.

Lauren Thomas (LT) Senior Product Manager Betterment for Advisors

Lauren (LT) Thomas is a senior product manager for Betterment for Advisors, a digital-first RIA custodian. LT is responsible for managing the overall success of the product by delivering features that address advisors’ needs while fulfilling broader business objectives. LT is based in Atlanta, GA and earned a bachelor’s degree in Industrial Engineering from the University of Michigan.