How to Explain Your Investment Process and Impress Prospects and Clients
By Debra Taylor, CPA/PFS, JD, CDFA
Choosing investments is both art and science. When you use an easy mnemonic to outline your selection process, you convey credibility, instill confidence, and relieve anxiety. By taking time to show you have analyzed and demystified the investment process, you demonstrate that you really do know what you're talking about. That's what investors want. Here's how to do it.