Intro

We work pretty deeply with most of our clients on the investment process which means we work a lot on team collaborations. Inevitably, the discussion turns to investment meetings.

One of the questions we start with to gauge how things are going is, 

“Would you be proud to have your clients attend these meetings? Would they be impressed and want to put more money with you?” 

It’s a helpful rubber meets the road question about how we are spending our time and getting to great investment insights.

This episode aims to convey some of the principles and tactics that might help you have meetings you are really proud of.

Let’s jump in.