How Should You Respond When Asked "What is Your Investment Philosophy"
Your prospect asks, "What's your investment philosophy?" and you're off: efficient markets, factor tilts, fund families. A recent prospect told us our philosophy was "way too different" from theirs. Their statements showed they were all in Vanguard. The portfolios weren't far apart, but the way it was explained made them feel that way.
The question is broad, and advisors love the topic, so it's easy to give the 20-minute answer. Every word of it can be correct and it still widens the gap. In this episode, James and Eden show how to answer at a high level, let the prospect double-click on what…
The skinny
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