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Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm With Lori Van Dusen

Financial Advisor Success

CHAPTER

Managing Investment Portfolios and Dealing with Performance Results

This chapter explores the challenges of managing investment portfolios and addressing performance results. It emphasizes the importance of honesty, education, and communication when facing dissatisfied clients or investment committees. The chapter also discusses the significance of preparing for meetings with committees and visualizing outliers in investment performance.

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