Too Many Models, Not Enough Clarity: Simplifying Portfolio Selection for Advisors

A behind-the-scenes look at our annual December strategy session, a working meeting focused on the problems advisors are dealing with right now. Like helping the firm with hundreds of advisors who told us, ‘We’ve got a lot of models. The problem is, they get overwhelmed.’ Our job is to simplify, so advisors spend less time sorting through options and more time matching portfolios to what clients actually need.

Grateful to spend the day thinking through this with Martin Tarlie Matthew Kadnar, CFA Tim Welsh, CFP Adam Scully-Power, CIMA®, CPWA®.

P.S. Quote of the day: “People are not volatility averse, per se. They’re averse to not retiring. They’re averse to not sending their kids to college, not having the money, as you said in the beginning, not have the money there when you need it, right? That’s what they’re averse to.” – Franklin J. Parker, CFA CFA Society Dallas/Fort Worth