Episode 35 – Differentiate Your Advice with Direct Indexing – with Barrett Ayers

Power Your Advice

English - May 06, 2021 10:00 - 16 minutes - 22.5 MB
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Barrett Ayers is the President of Adhesion Wealth, a leading provider in outsourced managed account solutions. In this episode of Power Your Advice, Doug Heikkinen and Barrett discuss direct indexing – what it is, how it works, and why you should consider it for your clients’ portfolios. The history of direct indexing, and how it … Continue reading Episode 35 – Differentiate Your Advice with Direct Indexing – with Barrett Ayers →