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Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk with Mark Asaro

Financial Advisor Success

CHAPTER

Navigating Financial Advisory Challenges

This chapter delves into the current status of a financial advisory firm managing over $322 million in assets, focusing on their growth strategy amid a challenging transition. It highlights the emotional and operational hurdles faced during the switch to independence, alongside emerging investment opportunities in high-yield bonds. The firm’s commitment to serving baby boomer clients with steady income strategies and a unique revenue model is also discussed, showcasing their adaptability in a shifting market landscape.

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