In this episode host Belle Osvath, CFP® talks with Dr. Wesley Gray the founder of ETF Architect and Alpha Architect, about how advisors can create their own ETFs which can be used to help manage client funds and taxes. They discuss the creation process, the cost, and what type of advisory practice would benefit the most from their own ETF.
Dr. Wesley Gray:
- LinkedIn: linkedin.com/in/alphaarchitect/
- Website: alphaarchitect.com
- Books: amazon.com/stores/author/B001OJT2FA
FPA NCA News & Events: fpanca.org
Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17
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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.
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