#102: Investment Meetings to be Proud of - Part 1 in the Collaboration Series

<p>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.</p> <p>One of the questions we start with to gauge how things are going is,&nbsp;</p> <p>“Would you be proud to have your clients attend these meetings? Would they be impressed and want to put more money with you?”&nbsp;</p> <p>It’s a helpful rubber meets the road question about how we are spending our time and getting to great investment insights.</p> <p>This episode aims to convey some of the principles and tactics that might help you have meetings you are <em>really</em> proud of.</p> <p>Let’s jump in.</p>