Compliance, Portfolio Management and Strategic Planning

Transcript: Mike Green, Simplify Asset Management

The Big Picture

AUGUST 20, 2024

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. So any compliance people listening, I’m just spitballing here. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what?

Assets

Assets Management Portfolio Marketing

AI for Financial Advisors

Indigo Marketing Agency

MARCH 24, 2025

AI-powered tools are transforming various facets of advisory businesses, including client engagement, portfolio management, compliance, and more. By reducing meeting preparation and documentation time from an hour to just 5-10 minutes, advisors can allocate more time to personalized client interactions and strategic planning.

Financial Advisor

Financial Advisor Compliance Communication Wealth Management

Financial Advisor Source

Transcript: Mike Green, Simplify Asset Management

AI for Financial Advisors

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