Evenz Escarne

In a Volatile Market, Understanding the “Before” Is Key to Advising the “After”

When markets are swinging and headlines are driving fear, most investors don’t know exactly how their portfolios are positioned—or why. For advisors, this creates both a challenge and an opportunity. Before making any recommendation, it's crucial to understand what your prospect already owns, how it’s allocated, and what risks may be hiding under the hood. In times like these, a surface-level review just won’t cut it.

Max makes this process faster, deeper, and smarter. With one uploaded PDF statement, Max instantly breaks down the full portfolio: asset allocation, sector concentration, fixed income exposure, equity overlap, and even hidden fees. You gain a clear view of how your prospect is invested right now—before you talk models, proposals, or next steps. And when you can walk into that meeting already knowing what they hold and where the risks lie, you’ve already earned trust.

Markets may be unpredictable, but your approach to prospecting shouldn’t be. The advisors winning in this environment are the ones who can quickly connect the dots between portfolio structure and market conditions—and Max is built to help you do exactly that.