Creating Model Portfolios for Clients
November 19, 2020
What does it take to build a portfolio for a client? Today we’ll take you through the process of how we create model portfolios and what goes into determining what portfolio will work for each individual.
Read more and get additional financial resources here: https://pffirm.com/2020/11/creating-model-portfolios-for-clients/
What we discuss on this show:
4:46 - How does the final month of the year look for Chris?
7:21 - What is a model portfolio
11:25 - Determining which model fits you
14:25 - How many models are there?
15:15 - Tweaking existing models to meet a client’s needs
16:55 - How often do you change the models for someone?
- November 19, 2020
