Gaining Perspective

What if you could have an indexed portfolio tailored to personal priorities such as ESG that was highly tax efficient? My guests today, J. Womack and Erich Holland, will discuss how that is now possible, and how mass personalization like this is pivotal for advisor growth in an increasingly digital and personal world.

Show Notes

What if you could have an indexed portfolio tailored to personal priorities such as ESG that was highly tax efficient? My guests today, J. Womack and Erich Holland, will discuss how that is now possible, and how mass personalization like this is pivotal for advisor growth in an increasingly digital and personal world.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.