Erkko Etula, CEO and co-founder of Brooklyn Investments, joined Rusty Sommer, Managing Director—Strategic Partnerships, Flyer Financial, to try to answer the big question: "How do you serve the portfolio in a personalized way while making it tax and cost efficient?"
Find out where "operational alpha" comes into this, what it means to Brooklyn Investments and how it could be implemented it in your firm.
Join the conversation at Wealth Management EDGE 2025
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