How to talk models with clients feat WisdomTree

Update: 2020-08-26

Description

Brad Shepard and Ryan Krystopowicz of WisdomTree join us to break down their recent model portfolio survey and share their experience from working with advisors as a model portfolio provider.

Comments

In Channel

Reese Harper: Advisor to Fintech Entrepeneur

2021-09-2134:30

Season Two Premiere: Henry Jim

2021-07-1525:49

How technology will shape the future of advice feat Harry Hellen

2021-02-1230:07

Staying local feat Tom Costigan

2021-02-0926:20

From lawyer to advisor feat Mike Garry

2021-02-0528:03

How has advisor marketing changed in 2020? feat Johnny Sandquist

2020-12-2228:30

Thinking Logicly about ESG feat Liz Simmie

2020-12-1633:58

Advising small businesses in the pandemic feat Jacob Millican

2020-12-0120:58

Being a Credit Union Advisor Feat. Michael Gennawey

2020-11-1933:51

Improving how advisors choose ETFs

2020-11-0936:09

Understanding how ETFs work feat Chris Hempstead

2020-10-2649:30

Asking the right questions feat Zach Ashburn

2020-10-1533:44

Ebook launch: tips to create an ETF portfolio

2020-10-0124:52

The Subscription Advisor feat Justin Castelli

2020-09-2546:36

Helping more advisors to invest Logicly

2020-09-1816:56

NERDing out with Tim Maloney

2020-09-0238:21

How to talk models with clients feat WisdomTree

2020-08-2636:33

A Hippocratic Oath for Financial Advisors? feat Vance Barse

2020-08-1401:02:02

Model Portfolios: A Powerful Tool for Advisors

2020-07-2435:41

Providing Value as An Advisor During the Pandemic

2020-07-0932:22

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How to talk models with clients feat WisdomTree

#box-pro-ellipsis-176596087370262{-webkit-line-clamp:2;}How to talk models with clients feat WisdomTree

How to talk models with clients feat WisdomTree

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How to talk models with clients feat WisdomTree