Animal Spirits Podcast cover image

Talk Your Book: How Custom Indexing Works

Animal Spirits Podcast

00:00

Unlocking Custom Indexing in Wealth Management

This chapter explores the transformative role of custom indexing in wealth management, detailing its benefits and the imperative for better terminology. It specifically addresses the evolution of direct indexing and its increasing accessibility, highlighting the need for financial advisors to be well-versed in these strategies for effective client management. The discussion also emphasizes the importance of education in navigating tax implications and enhancing tailored investment solutions.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app