Cost-Effective Rebalancing To Improve After-Tax Returns & Client Satisfaction

Sheryl Rowling
09/16/10 4 PM EST
1.8
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Automatically rebalancing portfolios can improve after-tax returns and client satisfaction but it has been expensive and complicated. Rebalancing systems, however, make the process less costly and easier to implement.

At this webinar, you'll learn how about:

  • Processes that automate rebalancing
  • Ways to maximize tax-savings
  • Automating documentation of compliance and review
  • Report tax benefits to clients and turning them into your cheerleaders
  • Using Total Rebalance Expert (TRX) to rebalance

Guest speaker Sheryl Rowling, CPA/PFS, is Chief Executive Officer of Total Rebalance Expert has run an advisory firm since 1979. She is also a blogger on Advisors4Advisors, where she writes about tax-efficient investing.


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26 reviews

 
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1.8
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(Updated: September 15, 2010)
4.0
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I like the webinar, I just wish we utilized portfolio center so that TRX would be an option in the future

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(Updated: September 15, 2010)
5.0
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Informative as far as what their software is able to do. It would be interesting to find out about other software programs available that provide not only the portfolio asset allocation but incorporate financial planning as well.

Any possibility in doing a webinar on the new ADV Part II requirements?

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(Updated: September 15, 2010)
4.0
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I enjoyed and thought it was very imformative. I have lots of questions that I think would be better answered in personal demo.

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(Updated: September 15, 2010)
5.0
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I'd like to follow up and learn more about www.trxpert.com

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(Updated: September 15, 2010)
4.0
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I thought it was helpful.

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