The live event has passed. A video of the event will be posted here in a few days.
The challenge for advisors lies in delivering personalization at scale that is at the level of service their clients expect. One area in which advisors can excel is in exploring how to deliver personalization using direct indexing and tax management. Natalie Wolfsen, CEO of Orion, will discuss the ways in which advisors can marry tech with personalization to build deeper connections with clients.
