After nearly 30 years in the financial industry, Joe DeLisi reflects on the long path that shaped the way he invests client money today. In this episode, Joe shares how he entered the business with no finance background, the lessons he learned early in his career, and why his philosophy eventually shifted toward evidence-based investing.

This is a look at experience, mistakes, mentorship, and the process of building conviction over decades in the industry. He also explains why younger advisors increasingly ask where this philosophy comes from and why so few people truly practice investing this way.

If you have ever wondered how an advisor develops the beliefs that guide client portfolios, this episode offers an honest and thoughtful answer.

For a quick assessment of your current financial life go to:

Livingbalancesheet.com/lbsvision/lite/joedelisi

At the end of the assessment you can request a meeting with me to review the results.

joedelisi.com