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Why Meetings Matter

By Advisor Perspectives
Wealth Management

In 1969, when a young George Russell decided he wanted to find the very best investors, he had a very basic question to answer: How?

A big part of the answer to his question is what is known today as the manager meeting: Detailed interviews with managers on a defined set of topics that we believe are critical to assessing whether the manager has a competitive edge.

Russell Investments conducts about 2,000 formal evaluation sessions with managers each year and everyone wants to know what happens at these meetings. So, maybe it’s time to lift the lid just a little.

Read more at Advisor Perspectives.

Photo: iStock

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