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Volatility Exposes Weaknesses—Are You Seeing the Full Picture?

Market volatility doesn’t just rattle portfolios—it reveals them. In calm markets, prospects may overlook concentration risk, excessive fees, or misaligned allocations. But when volatility strikes, those issues surface fast. That’s why now is the time for advisors to step in with clarity, not just confidence. The key? Understanding exactly how a prospect is allocated before you build a recommendation.

Max helps you do that in minutes. By analyzing statements from any custodian or provider, Max delivers an instant breakdown of holdings, asset classes, sector exposure, fund overlaps, and performance drag. You’ll know whether the prospect is underweight cash, overexposed to tech, or unknowingly duplicating positions across accounts—all before you suggest a single portfolio change. It’s the edge that turns reactive meetings into proactive ones.