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Create Value, Save Your Clients Money - Obtain Rock Star Status with Direct Indexing

By Adhesion Wealth, A Vestmark Company

Webinar Hero 3 29 22

Did you miss out on tax savings for your clients in 2021? Then, hit the ground running as we move into the second quarter of 2022. Start tax planning now and have rock star status with your clients while possibly creating a new revenue stream for your firm.

Some of the points Barrett Ayers, President of Adhesion Wealth Advisor Solutions, will make in this 20-minute webinar are:

  • How to lower taxes and tax alpha creation by owning individual holdings
  • Reducing costs by using Direct Index as a core
  • How to create a new revenue stream by developing your own white-labeled index through Adhesion

By Adhesion Wealth, A Vestmark Company