About this episode
Most women assume advisors outperform because they’re “experts.”
The data inside real portfolios tells a very different story.
In this episode, I take you behind the scenes of reviewing real client portfolios - many advisor-managed, ranging from $30K to over $3M, and show you exactly what’s working, what’s quietly draining wealth, and why it’s not only possible, but easy, for women to outperform advisors without a finance degree or prior investing experience.Tune in to learn:
Why it’s possible to outperform an advisor even if you’ve never invested on your own
The real returns inside advisor-managed portfolios and how they compare to the market
The one critical thing advisor-managed portfolios are missing
Why advisor portfolios are designed for complexity, not returns
How fees and underperformance compound into millions lost over time
? The $10M Wealth Gap: 5 Investing Mistakes Even Smart Women Make //Catch the REPLAYS Replays expire 15th MAR: https://bit.ly/10M-replay Doors to my 7-Figure Portfolio Accelerator close on MARCH 18. A 6 week group investment accelerator for women to learn to invest from the ground up and optimize their entire portfolio for faster, safer growth. ?A Working Financial Freedom/Retirement Plan to put you on track for a 7 or 8 figure retirement.?Uncover + Fix Your Leaks—Reveal hidden fees + ditch poor investments.?Your RIGHT Investment Mix—the asset allocation that matches YOUR risk, timeline and goals.?Invest on autopilot—once it's setup, you have a low maintenance portfolio that you manage in a few hours per year.?Personalized Guidance at every step. Weekly coaching, a private msg channel, step by step trainings. DM me 7-FIG for the full deets. Facebook - https://www.facebook.com/kristenwonchInstagram - https://www.instagram.com/kristenwonch.xox Email: kristen@kristenwonch.com
