Talk your book: a 7 trillion dollar opportunity

Posted March 14, 2022 by sean

Today’s Talk Your Book is brought to you by Pontera

Ben and I had Chief Business Officer Dave Goldman on the show to talk about how Pontera is revolutionizing withholding accounts for advisors and clients.

In today’s show we discuss:

What withheld accounts are and why they are important How Pontera attributes to alpha for the client Inefficiencies and risks in consultancy services Alignment of costs and added value with Pontera Using Pontera as an adviser Pontera growth and goals for the future

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This post Talk your book: a 7 trillion dollar opportunity was original published at “https://theirrelevantinvestor.com/2022/03/14/talk-your-book-a-7-trillion-dollar-opportunity/”