Episode 179 – Direct Indexing Demystified: Personalized Wealth Strategies with Dave Gordon

Power Your Advice

English - August 22, 2023 17:58 - 12 minutes - 22.7 MB
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Previous Episode: Episode 178 – Decoding the CRE Puzzle with Amna Nawaz

Next Episode: Episode 182 – The Charitable Arm of Financial Services with Barkley Payne

David Gordon is the Senior Vice President of Direct Indexing at Vestmark: a wealthtech firm that provides portfolio management solutions and outsourced services to financial professionals. In this podcast, Dave and Doug discuss how advisors can use tax management methods to attract and retain clients, ultimately helping them grow their businesses. They also discussed: Tax … Continue reading Episode 179 – Direct Indexing Demystified: Personalized Wealth Strategies with Dave Gordon →