#65 Decoding Investment Personalities w/ James Lee, Founder, StratFI

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James H. Lee (https://twitter.com/jhlinde) is the founder of StratFI and provides retirement planning with a focus on investment management and portfolio consulting to help clients organize, grow, and protect their assets through life’s transitions. As a fee-only fiduciary, James H. Lee does not receive commissions of any kind and has a legal obligation to provide unbiased financial advice.

In this episode, Brian and Jim discuss:

1. A Novel Approach to Tailored Portfolio Construction

2. The Investment Personality

3. The Impact of Authenticity in Financial Newsletters

4. Referrals and Client Growth

LinkedIn: https://www.linkedin.com/in/jleeadvisor/ 

Website: https://www.linkedin.com/company/strategic-foresight-investments/ 

Twitter: https://twitter.com/jhlinde 

Facebook: https://www.facebook.com/stratfi/ 

Media Kit and Bio: https://www.stratfi.com/resources/media-kit.html 

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