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Insights for Independence
Gain valuable insights, innovative strategies, and expert opinions from industry leaders in the financial profession. Discover how to build your most successful practice with the freedom of independence.Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Gateway Wealth Partners. Gateway Financial Partners and Gateway Wealth Partners are separate entities from LPL Financial. Guest speakers are not affiliated with or endorsed by LPL Financial or Gateway Financial Partners
In this episode of Insights for Independence, David sits down with Peter Olsen of Capital Group to discuss the growing role of model portfolios in today’s advisory landscape. As the industry evolves and advisors look for ways to scale their practices, many are turning to models to simplify portfolio management, create consistency for clients, and free up time to focus on planning and relationships.
Peter also shares a key concept he uses with advisors and clients alike: the math changes in retirement. As investors transition from accumulation to distribution, portfolio structure, withdrawal strategies, and risk management take on a different level of importance. David and Peter explore how advisors can adapt their approach and where model portfolios may fit into that shift.
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