In a world where market volatility is the new normal, old asset allocation rules aren’t enough. To truly protect and grow client wealth, advisors must think beyond traditional models — and craft dynamic portfolios that are structured for adaptability, resilience, and long-term success.
Join retired financial advisor and investment strategist Frank Buchholz, author of The Investor’s Golden Playbook, for a practical, advisor-focused session that goes deeper than basic asset allocation. Frank will share the exact questions he asks when designing investment strategies that withstand volatility — including how to balance risk tolerance, time horizon, tax efficiency, and personal preferences in an evolving market.
You’ll learn:
- How to assess a client’s full financial picture before structuring a portfolio.
- Why understanding time horizon is more important than ever in volatile markets.
- How risk tolerance really impacts allocation decisions — beyond surface-level risk questionnaires.
- Key strategies for integrating client investment preferences without compromising risk control.
- The best practices for rebalancing portfolios in a way that protects gains and prepares for market shifts.
Three Key Takeaways:
- A client’s investment strategy must evolve with their life stage — not just with market movements.
- Tax-efficient structuring can make the difference between surviving and thriving through volatility.
- Discipline, balance, and adaptability aren’t buzzwords — they’re the foundation of lasting client success.