Everything is Outperforming the S&P 500 This Year (EP. 470)

Every RA knows the tension. You don't want to turn people away. You don't want to require high minimums, and you want to help clients who are just getting started because that's where. The long term relationships begin. But here's the truth. Those simple accounts, they take a lot of work, account opening, trading, rebalancing, and before long your staff and back office are underwater and trying to stay afloat. That's why established RAs are turning to betterment advisor solutions.

It's the platform built for segmenting your book and streamlining those smaller and simpler accounts. The onboarding experience is automated and paperless. The portfolio management is streamlined and tax efficient. The client experience is consistent and exceptional. Explore what segmentation could do for your firm today. Lower your operational lift, but keep your standard of service high.

All with betterment advisor solutions, your biggest regret will be not doing it sooner. Learn more at betterment dot com slash advisors. Welcome to Animal Spirits, a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and watching. All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of Ridhold's wealth management.

We already have this episode, so unlocking it is cheap and permanent: the full transcript (60 minutes, 12,476 words), segment and word-level timestamps, and .txt, .srt, .vtt and word-level JSON downloads, as many times as you like, forever.

No account needed, we create one from your checkout email. With credits it is 1 credit; packs start at 5 episodes for $3.49, and monthly plans are cheaper still.