WEBVTT

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Imagine walking into a tailor shop

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where the promise of a bespoke

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suit crafted to fit your unique

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measurements and style preferences lures you

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in.

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You're taken through a series of

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questions, your measurements are noted, and

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then surprisingly you're handed a suit

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off the rack.

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It's a suit, no doubt, but

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it's not the custom fit you're

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promised.

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It's a one-size-fits-most solution in a

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world where individuality is supposed to

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matter.

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Welcome to the world of wealth

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management today.

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Firms of all shapes and sizes,

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from the sleek algorithm-driven robo-advisors

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to

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the story national chains, and even

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the independent advisor in your town

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with the promise of personalized service.

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Almost all of them fall into

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the nineteen fifty-two approach of

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mass-produced

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investment management.

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This flawed approach, where a simple

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risk profile based on fleeting feelings

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and arbitrary questions, funnels every investor

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into a single number and a

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few predefined portfolios that get rebalanced

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based on the calendar.

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This is akin to diagnosing every

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ailment with the same set of

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three medications.

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We believe there is a better

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way.