Think of Our Philosophy as an Intervention. As an advisor, you are a student of economics, finance, politics, and investment strategy. Most likely, your college courses included Keynesian economics. Licensing, asset allocation and product knowledge dominated your firm’s training.
Your value proposition is superior, risk-adjusted returns. To prove your value, you are armed with sophisticated economic analysis, market forecasts, fund selection metrics, and comprehensive financial planning.
The content of our Philosophy pages demonstrates, in a gentle and determined way, that none of it except planning helps your clients live the one life they have. Welcome to Our Process. Congratulations, this is Deprogramming.
We believe it takes three months to unlearn bad habits – vices, and replace them with good ones – virtues. To help you become a Poetic Justice Capitalist, our process meets this need, is easy to use, and is reliable.
Because athletic contests have rules, a clock, referees, players, coaches, a scoring system, and fans who pay for everything, so do we. Like the tough-love book The Game, we will be your Poetic Justice Capital accountability partner. Our job is to apply the rules, measure success, and encourage rewards for the goals in the game of your choosing. We are not your compliant friend.
The first month is education and testing. Its centerpiece is six multiple choice tests, each one based on short essay reading assignments. Each quiz includes a one on one teleconference debriefing. In the second month you begin converting clients to your new advice and service model. Twice each week, for ten minutes, we will discuss the challenges and successes you experience.
The third month introduces our scoring system for new business development, and it also includes bi-weekly accountability calls. After 90 days you can continue using any or all of the philosophy and process of Poetic Justice Capital Management on your own, as you see fit, or enthusiastically continue your Rehabilitation as described in our Services tab.