We’ll cover how Betterment for Advisors can help you:
- Automate portfolio management with options like automated trading, rebalancing, tax-loss harvesting, asset location, and more
- Set up client accounts and transfer assets onto the platform in a cinch with a streamlined paperless onboarding process and transition specialists
- And find success with a dedicated relationship manager and operations and customer service teams.
Details: Tuesday, June 11 at 12:30pm ET
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Devon Klumb CFP®, BFA™
Strategic Sales Manager at Betterment for Advisors
Devon Klumb works with advisors to implement the Betterment for Advisors platform in their practices. Before joining the Betterment team, Devon served clients as a Certified Financial Planner™ at an $80 million RIA that he co-founded and scaled before selling to a larger firm. Devon is dedicated to helping advisors scale their businesses and serve their clients better. He currently lives in Cincinnati, OH.
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Jonathan Sheehan CFP®
VP, Business Consulting at JW Cole
Jonathan Sheehan is a financial advisor based in Tampa, Florida with over a decade of experience. He is the VP, Business Consulting for JW Cole where he leads the practice management team for the firm. He also leads strategic partnerships and manages all vendor relationships.
