On this episode of Perfectly Integrated, recorded live at the Future Proof Festival, host Matt Ackermann, Chief Brand Officer sits down with Alex Laipple, chief growth officer at Ethic, to learn how advisors can truly stand out by helping clients invest with intention through hyper-personalization.
They cover:
- why investing must be personal to be sustainable
- the importance of a balanced, intentional approach to model portfolios
- how Ethic’s in-house video studio supports advisor storytelling
- why engaging the next generation is critical to advisor success
Don’t miss this one, tune into the episode here!
