51 min

Don’t poison your clients’ portfolios with Direct Indexing‪!‬ Sara Grillo

    • Marketing

Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as you can. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a weekly newsletter in … Don’t poison your clients’ portfolios with Direct Indexing! Read More »

Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as you can. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a weekly newsletter in … Don’t poison your clients’ portfolios with Direct Indexing! Read More »

51 min