Talk Your Book: A 7 Trillion Dollar Opportunity

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 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

Listen here:











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