Michael Batnick
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Appearances Over Time
Podcast Appearances
Even like the A-listers were relegated.
Like Chris Rock wasn't in the front row.
It's like, sorry, dude.
Like –
I was about to cut you off.
I'm glad I did it.
I love it.
There was no $1,000 tickets.
Not a lot.
That's right, Josh.
Every REA knows the tension.
You don't want to turn people away.
You don't want to require the high minimums.
And you want to help clients who are just getting started because that's where the long-term relationships begin.
But here's the truth.
Those simple accounts, they take a lot of work.
Account opening, trading, rebalancing, and before long, your staff and back office are underwater and trying to stay afloat.
That's why established REAs are turning to Betterment Advisor Solutions.
It's the platform built for segmenting your book and streamlining those smaller and simpler accounts.
The onboarding experience is automated and paperless.