The Tale of Two Investors

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In this week’s episode, I unpack the tale of two investors: both had game plans, but one hit their goals, and the other didn’t. So what were they doing? What were they thinking? What was the difference?

I breakdown:

– utilising a strategic viewpoint on investments,
– strategies versus tactics, and
– why it’s important to focus on relationship building.

Show Notes:

00:00:00 – Intro

00:01:47 – The Back Story Behind the Two Investors

00:03:48 – Utilising a Strategic Viewpoint on Investments

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Suppose you know two investors that start their journey at the same time with the same incomes. But ten years later, one has hit their financial goals, and the other is still 25 years away. If that’s the case, what was the difference?

I’ve spoken to several investors over the last few weeks, and there are so many things that come to mind regarding how they are each behaving and thinking differently.

So, I’ve selected two investors whose journey’s make excellent case studies, and I’m going to share them with you and drive home what I see as being the key differences between their processes.

Both had game plans, but one hit their goals, and the other didn’t. So what were they doing? What were they thinking? What was the difference? Why did one have a disproportionately higher rate of success than the other?

That’s what we are going to unpack.

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