B4A Head of Strategy and Operations, Betterment
Articles written by Alex
Betterment for Advisors Case Study Q&A: How Truepoint lowered the cost of serving more clients
Founded in 1990, Truepoint Wealth Counsel is an independent and nationally-recognized RIA based in Cincinnati, managing over $3BN in AUM and voted among…
Betterment for Advisors Case Study Q&A: How AdvicePeriod creates space and time to better serve clients
AdvicePeriod is dedicated to focusing clients on the important decisions necessary to manage their wealth. With billions of dollars under…
Using Technology when Working from Home
If your organization has implemented or is preparing to implement work from home (WFH) policies, technology can help you maintain close relationships with…
More Billing Flexibility For Advisors
Betterment For Advisors has listened to advisor feedback and is now offering new Billing Plans that will provide more flexibility for how advisors can charge their clients.
Advisor Spotlight: Paul Sydlansky, Lake Road Advisors
For our second Advisor Spotlight, we welcome Paul Sydlansky, founder of Lake Road Advisors, an independent, fee-only financial planning firm. Advisor: Paul Sydlansky Firm:…
Betterment for Advisors Now Offers Dimensional Funds
Betterment for Advisors announced the addition of a new fund family that advisors can use to manage their clients’ investments, Dimensional Fund Advisors (Dimensional).
Webinar Recording: Traditional vs. Roth – Choose Your Own IRAdventure
Empathizing with Your Prospects to Secure the Next Meeting
A cookie-cutter approach to prospective client meetings won’t cut it. Advisors, learn to pay attention to your prospect’s mindset with these meeting tips.