Podcast 268 is up. 

This podcast is titled 75 Clients Through Portfolio Analysis! What We Learned (and Changed).

Back in November of 2020, Envision Advisors launched the Portfolio Analysis division. Since then, we have had advising sessions with over 75 clients. The Portfolio Analysis process is the point in the investment journey where we help our clients organize, track and optimize their portfolio.

As we continue to meet with clients and refine our process, we have made some updates to the spreadsheet. Listen to this episode to find out how the portfolio analysis process works and review some of the updates!

There are three ways to get the details for this episode:


Chris Lopez
Investor Friendly Realtor
Envision Advisors