Not all financial advisors think about investing the same way. In this episode, Joe DeLisi explains how his investment philosophy developed over nearly 30 years in the financial industry and why that process matters for clients.

Joe shares how he entered the business with little financial background, what the industry taught him early on, and how years of experience eventually led him toward a more evidence-based approach to investing.

You will also hear why younger advisors often ask where these ideas come from and why understanding an advisor’s philosophy may be just as important as understanding investment performance.

If you want a clearer picture of how experienced advisors think about investing and decision-making, this episode is a great place to start.