>> So advisors can do a good job here by looking into the situation in a more >> detailed manner and not use templatized assessments. Unfortunately this is >> not very scalable as a business, or I haven't found the right way, because >> I've been looking at it closely.
As Doug Bader, WWII RAF Ace once said, " Rules are for the obedience of the inexperienced and the guidance of wise men." It is important to work with a guiding framework that is sufficiently prescriptive AND flexible, along with a ton of training. Thank you for your disclosures, so let me just say that creating and scaling a framework designed for multiple advisors and guided by asset allocation can be done. Good luck with your hunt for the scalable model and for the perfect "good advisor." Amit (Varma), I was puzzled by exchanges on top-posting some months ago, am I doing this right?
