Kristin M.’s Post

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Senior Vice President, etf.com

Our new Advisor Upside podcast powered by etf.com is here! Our first episode features Nathan Geraci chatting with our Wealth Management Editor Jeff Benjamin about portfolio models, using AI as an advisor, outsourcing portfolio management, and much more. Was a great listen as I got ready for work this morning! Go take a listen, subscribe, and follow! https://lnkd.in/erqgsz_Y

Veteran Advisor Shares Insights on Portfolio Models

Veteran Advisor Shares Insights on Portfolio Models

etf.com

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