Creating Model Portfolios for Clients

<p>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.</p> <p> </p> <p>Read more and get additional financial resources here: <a href='https://pffirm.com/2020/11/creating-model-portfolios-for-clients/'>https://pffirm.com/2020/11/creating-model-portfolios-for-clients/</a> </p> <p> </p> <p>What we discuss on this show: </p> <p>4:46 - How does the final month of the year look for Chris? </p> <p>7:21 - What is a model portfolio</p> <p>11:25 - Determining which model fits you</p> <p>14:25 - How many models are there? </p> <p>15:15 - Tweaking existing models to meet a client’s needs </p> <p>16:55 - How often do you change the models for someone?</p>