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It is crucial to grab the audience and tell them right upfront why they should listen to you and what they’re going to get out of it. Don’t begin with an agenda. An agenda will put the audience to sleep right off the bat.

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The world’s longest surviving mutual fund is almost 100 years old (MFS Massachusetts Investors, launched in 1924)! If it’s good performance that enables this and other similarly “antique” funds to survive and thrive, what are they doing that is delivering that performance for so long? What can we learn from them?

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