The firms that win will be the ones who optimize model selection based on client-specific goals.

Models are growing fast. The firms that win will be the ones who optimize model selection based on client-specific goals. In a recent webinar, Adam Scully-Power, CIMA®, CPWA® shared why this gap between ‘client goals and model portfolios’ remains one of the biggest challenges in wealth management. Many firms offer financial planning. But when it comes to investing, clients still get mapped to model portfolios based only on their comfort with risk. That disconnect is what Nebo was built to fix. We covered:

• Why personalization is rising but portfolio construction hasn’t kept up
• The three main approaches to goals-based investing
• What it takes to improve outcomes without sacrificing efficiency

Favorite quote: “Every model has one thing in common … they know nothing about the client.”

Thanks for being a gracious host Michael Casciano EVO Wealth Consulting RIA C-Suite

#goalsbasedinvesting #wealthoptimization #behindthescenes