Many advisors believe their fiduciary duty is to maximize their clients after-tax returns, especially when first transitioning a portfolio to its model. That said, this takes hours away from the parts of the job they enjoy, and the ability to grow the firm.
Replace two hours of trail and error with one button click.
Eliminate brain fog. Smile more with clients. Show your quality with Smartleaf.
Submit your information to read a client's experience of changing the way they transition portfolios.
