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COMMUNICATING A MEMORABLE INVESTMENT PHILOSOPHY 

COMMUNICATING A MEMORABLE INVESTMENT PHILOSOPHY

Participants respond to six questions about their investment approach and come away with simplified explanations for their clients.

Workshop Preview

Can you clearly and concisely summarize your investment philosophy and how it benefits your client?  Your investment philosophy should help differentiate you from the competition and help you attract and retain clients.  It should clearly communicate your approach and the value you bring to your clients—in the simplest of terms.

Keep things simple, clear and concise: These are a few of the keys to building a memorable investment philosophy.  Over the course of the workshop, participants explore topics such as: 

  1. Key characteristics of an investment philosophy 
  2. Best practices for creating and communicating an investment philosophy
  3. Begin crafting your personal investment philosophy
  4. Suggested steps to help Apply and Execute what they have developed

A Compelling Visual can be Memorable

For illustrative purposes only.


Takeaways

While many asset managers offer practice management, GSAM takes the process steps further. After delivering customized strategies, we can help serve as a partner, helping advisors build, apply and execute these concepts now and over time. Participants leave the Workshop with: 

  • Building blocks for a creating a memorable investment philosophy 
  • Strategies for differentiating themselves

Materials


Interested in Participating?

Workshop to help you build business and drive sustainable growth in advisor practices. Contact your GSAM representative for more information.

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Plain Talk

Six ways to discuss investments with clients that boil matters down to the basics. 

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