The Investment Scientist

Posts Tagged ‘regular meeting

ImageI go to great lengths to meet with my clients regularly. For instance, many of my clients live across the country. I fly to them.

Some might ask: what value is there in meeting regularly? There can be about $100k of value in it, let me tell ya!

Meeting regularly allows me to uncover hidden issues and potential opportunities, thereby helping my clients make smart financial decisions.

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Author

Michael Zhuang is principal of MZ Capital, a fee-only independent advisory firm based in Washington, DC.

Twitter: @mzhuang

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