The Paradox of Portfolio Personalization: Why Advisors Must Hide Complexity

Awesome to watch Adam Scully-Power, CIMA®, CPWA® work through the hard decisions behind building portfolios that are tied to real client lives. One of our favorite sayings is “it’s the creator’s job to hide complexity from the consumer.”

This leads to the Paradox of Creativity: Your work is done when it looks so simple that the consumer thinks they could’ve done it, which means they won’t appreciate how hard you worked.

#goalsbasedinvesting #personalization #creativity