About Me & My Approach
Published on Nov 18, 2015
Raise your awareness to the key factors that determine whether or not your your investment experience will be a success.
MORE DECKS TO EXPLORE
PRESENTATION OUTLINE
Marc Campbell | TCI Wealth Advisors | Santa Monica, CA
@your_bigpicture | marc.campbell@tciwealth.com |310-430-1747
Photo by szeke
First, a few things about the guy that created this presentation
I'm a big fan of keeping things in perspective
Photo by thejbird
My background is unique
(Although not as unique as a bulb that works without electricity)
I also did stand-up and improv in NYC
Which helped keep my life balanced
And then I went to business school
Go Bruins!
Since then I've done some really cool things
Like becoming a thumb photographer (kidding)
I opened a comedy club in LA
M.i's Westside Comedy Theater!
Launched an online content company
We created a bunch of great original comedy
And worked for a world-class asset manager
Helping top financial advisors build their businesses
Before realizing I belong on the other side of the table
So I joined TCI as a fee-only financial advisor
TCI is a great company
Founded in 1990, $1.8+ Billion AUM, super-high integrity
We take a holistic approach
Helping people architect their financial future
And I get to use my strengths
Connecting with people, big picture thinking, pragmatic solutions
Photo by ihtatho
Helping you answer the question
Is everything going to be okay?
And helping you get from "here"
Your current financial reality
to "there"
Your desired future financial reality
As smoothly as possible
Minimizing anxiety. Maximizing happiness.
We're more like life strategy advisors
Than just financial advisors
So in that spirit, here are
5 Critical Steps To a Successful Investment Experience
#1: Define your personal values
Know what makes you tick
#2: Create a clear vision for your future
Decide what you want your life to look and feel like
#3: Focus on maximizing happiness
Make sure your financial plan solves for the correct variable
#4: Define your investment philosophy
And commit to a long-term, disciplined approach
Photo by kasio69
#5: Partner with an advisor you trust
Who always keeps your big picture in mind
#6 (bonus step): The part where I say "call me"
And show you a cute picture of my family
Marc Campbell | TCI Wealth Advisors | Santa Monica, CA
@your_bigpicture | marc.campbell@tciwealth.com |310-430-1747
Photo by szeke
