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Mark Pearson’s theory is that most financial advisors don’t actually have time to manage their clients’ money effectively. In fact, most financial advisors get into the business to build client relationships , not to focus on money management. As a result, advisors rely on the modern portfolio theory to guide investors. But using this outdated, cookie-cutter theory is a heavily flawed approach.
You don’t want to miss this special episode. Mark Pearson holds nothing back as he explains why modern portfolio theory just doesn’t cut it for investors.
Tune in and learn why volatility is an opportunity— not a risk— and how a non-traditional investing approach can help you accomplish your long-term goals.