Today’s Talk Your Book is brought to you by Pontera
Michael and I had Chief Business Officer Dave Goldman on the show to talk about how Pontera is revolutionizing held-away accounts for advisors and clients.
On today’s show we discuss:
- What held-away accounts are and why they’re important
- How Pontera attributes to alpha for the client
- Inefficiencies and risks within advisory services
- Fee alignment and value adds using Pontera
- Using Pontera as an advisor
- Pontera growth and goals for the future
