Virtual Event

What Makes Betterment for Advisors Better for Planning-Focused Advisors

Gain front-line insights from XYPN member, Ryan Frailich, about his experience

May 7, 2024 @ 10 AM PT / 1 PM EST

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Deciding if and how to provide investment management advice doesn’t have to feel daunting. In this session we focus on the journey, decisions and outcomes XYPN member Ryan Frailich, CFP ®, founder of Deliberate Finances, experienced in choosing Betterment for Advisors as his custodian.

Join the Betterment for Advisors team and Ryan and learn:

  • Why he decided to launch his own firm
  • How Betterment for Advisors and the rest of the XYPN tech stack have helped him scale as a solo practitioner
  • What the onboarding and planning experience looks like for new and ongoing client management
  • How Betterment has elevated his clients’ experience and differentiated his firm in the marketplace
  • How he maximized Betterment’s powerful tools to drive efficiencies in his practice
  • Why Betterment’s cash flow-based investing algorithm for accumulators is more advanced than other platforms
  • Advantages of offering a Cash Reserve account
  • How Betterment excels at customer service

This is a can’t-miss session for planning-focused advisors interested in learning about the impact Betterment for Advisors can have on you and your firm.

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