Direct Indexing, ESG Overlay & Tax Alpha With Barrett Ayers (EP 165)

Updated: May 2

One of the ways to differentiate yourself as a financial advisor is through a unique investment discipline. Direct Indexing has never been easier and Barrett Ayers of Adhesion Wealth comes on the show to share his firms approach to the space. We discuss the opportunities in custom ESG models, 'Personal Indexes' and the power of using Tax Alpha to enhancing client outcomes.


Soundbites from the Interview

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