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Writer's pictureJay Coulter, CFP®, CIMA®

Ep 88 - Preparing For The Death Of The 60/40 Portfolio With Clint Sorenson (Forecast Free Series)





Most advisors know that the current 60/40 model could create performance challenges for clients going forward. The real challenge is determining what to do about it. Clint Sorenson and Jay Coulter tackle this issue and what Copper, TLT and the Home Builders may be telling us right now.




  • Is your team aligned with your business goals?

  • Do you struggle with focus and clarity?

  • Do you struggle to lead your team?

  • Do you need accountability for your team?


The OKR Leadership System may be the answer. Download my complimentary OKR Leadership resources and learn how Google, Amazon, Disney and other fast growing companies drive growth through this simple leadership tool. Visit www.jaycoulter.com/leadership

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