Скачать или смотреть Why Personalization Must Start with Asset Allocation | Matt Kadnar, Nebo Wealth

Most of the industry talks about personalization at the implementation level like tax-loss harvesting, direct indexing, and other valuable tools. But as Matt Kadnar of Nebo Wealth explains, those only impact a small portion of client outcomes.

After two decades on GMO’s Asset Allocation team, Matt knows the real driver of long-term success: aligning asset allocation with client goals. Research shows that 80-90% of client outcomes depend on asset allocation, not implementation.

That’s why Nebo Wealth takes a different approach. Instead of mapping clients to generic model portfolios based on risk tolerance questionnaires, we connect each client’s financial plan directly to the optimal portfolio -- whether that’s a model series or a bespoke design.

The result: portfolios that maximize the likelihood of achieving real goals, not just beating benchmarks. Advisors using Nebo tell us this process gives them both differentiation and stronger client trust.

If you’re ready to move beyond surface-level personalization and deliver portfolios tied to what clients actually need, this video is for you.

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