We hear it a lot from founder / portfolio managers: "What we do is kinda boring." Even if you don’t think what you do is boring, how you market it might be. Boring happens when you talk about the same thing everyone else does.

Like using a funnel to show how you “screen the universe” of stocks? 😴

Don't sound like everyone else. Go to what makes you different than everyone else. When you talk about your uniques, you go from boring to bold.

Check the vid for ideas and a mini case study of a client, a muni bond manager whose stories make me grab the popcorn.