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How to Deliver Ongoing Education to Your Investment Partners
I always find it sometimes a little bit difficult to just get people to sit down and talk about education because the partners we have in this industry are busy with so many other aspects of their business. We start our conversation with clients by, let me remind you, what are we doing in our strategies. But even that high level reminder, start the conversation going and they start asking questions. And last will be where we're disciplined at following the plan, but at the same time, we are open and flexible about changing the plan.