Episode Synopsis "How to talk models with clients feat WisdomTree"
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.
Listen "How to talk models with clients feat WisdomTree"
More episodes of the podcast Speaking Logicly
- Reese Harper: Advisor to Fintech Entrepeneur
- Season Two Premiere: Henry Jim
- Speaking Logicly with Kraneshares
- Speaking Logicly with Jonathan Murdock
- Announcing TMX Logicly...
- How technology will shape the future of advice feat Harry Hellen
- Staying local feat Tom Costigan
- From lawyer to advisor feat Mike Garry
- 2020 ETF Recap feat Dave Dierking
- How has advisor marketing changed in 2020? feat Johnny Sandquist
- Thinking Logicly about ESG feat Liz Simmie
- Advising small businesses in the pandemic feat Jacob Millican
- Being a Credit Union Advisor Feat. Michael Gennawey
- Improving how advisors choose ETFs
- Understanding how ETFs work feat Chris Hempstead
- What Fiduciary Really Means feat Michael Policar
- Asking the right questions feat Zach Ashburn
- Ebook launch: tips to create an ETF portfolio
- The Subscription Advisor feat Justin Castelli
- Helping more advisors to invest Logicly
- Advisors on the Move feat Ryan Shanks
- NERDing out with Tim Maloney
- How to talk models with clients feat WisdomTree
- Which sectors are investors betting on?
- A Hippocratic Oath for Financial Advisors? feat Vance Barse
- Model Portfolios: A Powerful Tool for Advisors
- Providing Value as An Advisor During the Pandemic