Cut The Crap Retirement Show

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?