Are you continue to manually rebalancing your shoppers’ portfolios? Think about delegating most of these duties to expertise.

On this episode, Tim Welsh, president of Nexus Technique and guide to the Wealthies, speaks with Jon Mauney, the overall supervisor at Betterment For Advisors. Betterment For Advisors received a Wealthies award in 2019 within the Expertise Suppliers: Digital Advisors class for his or her Dimensional Funds portfolio-construction software. Now, Jon shares how Betterment For Advisors is main the best way for advisors to enhance their expertise sport for the subsequent era of shoppers. 

Jon Mauney Betterment for Advisors and Tim Welsh

Jon Mauney, common supervisor at Betterment For Advisors, and Nexus Technique’s Tim Welsh recording the podcast.

On this episode, you’ll study:

  • How Betterment For Advisors started
  • In regards to the options of their portfolio-construction software that’s designed for Dimensional-approved advisors
  • What the most important tech challenges are for advisors
  • Why it’s vital to reassess your expertise stack each few years
  • And extra!

Tune in now and contemplate how one can adapt and delegate with a view to serve the subsequent era.


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