In this episode of The Purpose-Focused Advisor, I’m joined by Vincent Randazzo, CMT, founder of ViewRight Advisors and a veteran of more than 20 years in institutional research. Vincent built proprietary market breadth indicators used to identify major turning points, and now he’s making those institutional tools available to financial advisors.

We talk about why risk management matters more than ever, how simple breadth indicators can uncover hidden market weakness, and why a repeatable system builds trust with clients. Vincent shares lessons learned from past cycles, the dangers of ignoring drawdowns, and why education—not prediction—gives advisors a real edge.

You’ll walk away with practical insights you can use to strengthen relationships, prepare clients for uncertainty, and manage portfolios with greater confidence.

Key Takeaways

• Stewardship and Risk (04:41) – Protecting client wealth goes beyond “riding the market.”
• The Market Mirage (07:14) – Breadth indicators reveal when rising indexes hide weakness underneath.
• Client Expectations (12:55) – Avoiding major drawdowns is often the unspoken expectation clients carry.
• Preparedness Builds Confidence (15:17) – A consistent, repeatable system creates confidence for both advisors and clients.
• Sequence of Returns (16:57) – The order of returns can make or break retirement outcomes—making proactive risk tools essential.

Memorable Quotes

• Vincent Randazzo: “Risk management isn’t about prediction—it’s about preparation. That preparation is what builds client trust.”
• Rob Brown: “Too often, when advisors think about adding value, they add fluff—when you could add substance that makes what you do truly stronger.”

About Vincent Randazzo: Vincent Randazzo is the founder of ViewRight Advisors, where he equips financial advisors with a disciplined, objective risk management process to navigate market cycles with confidence. A Chartered Market Technician since 2008, he developed proprietary market breadth indicators that helped identify major turning points in 2018, 2020, and 2022. Previously, he was Head of Technical Research at CFRA and Lowry Research, the nation’s oldest technical advisory firm, where he collaborated with industry leaders like Sam Stovall and Paul Desmond. With more than two decades of institutional experience, Vincent integrates data-driven insights with a purpose-focused mindset to help advisors protect and grow client wealth.

Connect with Vincent Randazzo:

Website: https://viewright.ai/

LinkedIn: https://www.linkedin.com/in/vincentrandazzo/

Episode Resources & Next Steps

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Email: [email protected]

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