Gather Knowledge, Grow Your Story, See the Future

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A Stock Is Just a Stock—Until You Tell Its Story

Share your narrative about a potential investment with clients and prospects, and then fine-tune your story as you gather new insights and information until listeners can't find any holes.

Reconcile Contrasting Opinions to Strengthen Stock Picks

Resolve the mind games in your head—the conflicts between your observations and contrary opinions of others in the know. Build a convincing narrative about what's driving prices up, look for an end point in the trend, and use that insight in your stock picking and portfolio construction. Your conversations with prospects and clients will improve and so will your investment success.

Valuation That Validates Your Picks

When investors evaluate your stock picks in line with your expectations and push up the price of your picks, you'll get satisfying confirmation of your trend-spotting insight, appraisal of opportunity, and assessment of whether a company's management will take advantage of that opportunity.

Good Stories Convince Clients and Convert Prospects

Artful storytelling has always been a very effective means of conveying value and winning clients. It can also be a potent leadership tool.