Process, like many terms used to dispense traditional investment advice, is overused and ambiguous. It becomes even more popular when markets lose value. At Poetic Justice Capital Management, it is a precise series of steps for investors to live the one life they have with confidence – a procedure.
To understand this, it helps to know what our procedure is not. Industry “best practices” typically begin with detailed financial data from the investor and impressive credentials and performance information from the advisor. Yet lengthy questionnaires and technical jargon do not add value, only complexity.
For us, the first meeting is about the investors values and aspirations. It is an interview among equals for the sharing of principles for guiding behavior. It is also more challenging, initially uncomfortable, and ultimately rewarding.
Client Profiling Interview Toolset
Our goal is to change the client and advisor dynamic in a profound way. This means the investor will know exactly what they own, why they own it, how it works, and when to make changes to habits, goals or strategy. The profiling interview leads to rational values, principles for gaining them, and how they balance each other.
Download the tools:
- Current Financial Resources: Click to Download
- Future Cash Flow Worksheet: Click to Download
- Facts and Values Integration: Click to Download
In addition, we anticipate the possibility of extreme markets, have a fallback plan, and set the benchmark for measuring success as the life of the client. The centerpiece of this conversation is the Facts and Values Integration matrix. This procedure helps advisors meet the needs of their investors, is to easy to use and understand, and is reliable. This is Poetic Justice Capital Management.