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Why the story you can tell in two minutes matters more than the stat sheet — and a kit that gives you both.
Introducing a new strategy to clients is rarely about basis points. It's about the story you can tell in a one-or-two-minute conversation — and whether the client can retell it later. In our experience, the strategies that stay in portfolios are the ones clients understand; the ones that get questioned in every review meeting are the ones they don't.
That's the thinking behind the Client Conversation Kit for the CapForce IBD® Breakout Opportunities ETF (BOUT): three client-facing slides, built for independent RIAs to drop into a review meeting, plus a one-minute script. Not a 40-page deck — the three things a client actually needs to hear.
Slide 1 — The core idea, in plain English
The first slide answers "what is this?" without jargon: instead of picking growth stocks one by one, this fund follows a defined set of rules — an index developed by Investor's Business Daily® — for identifying stocks showing breakout characteristics. The rules decide what's in and what's out. That means this part of the portfolio follows a process, not predictions.
The word doing the work is process. Clients have heard "we like this stock" before; a repeatable, rules-based process is a different — and more durable — story.
Slide 2 — Why it's in your portfolio
The second slide answers "why do I own it?" — and this is where the advisor personalizes:
For a client coming out of a concentrated position: "We replaced part of what depended on a few companies with something that follows a process across many."
For a growth-oriented client: "This is the defined slice of your portfolio whose job is growth — sized so the rest of your plan doesn't depend on it."
The kit gives you both versions, with a fill-in structure for the client's specific situation. One sentence of role, one sentence of sizing, one sentence of what it's next to.
Slide 3 — What to expect (and what not to)
The third slide is the one that prevents the difficult meeting two quarters from now. It sets expectations honestly: this sleeve is growth-oriented and will move more than the broad market at times — in both directions; it follows its rules in all conditions, which means there will be stretches when the process is out of favor; and it is one piece of a plan — the plan, not the sleeve, is what the client should judge.
No performance projections, no "expected returns" — just the shape of the ride. Clients don't need certainty; they need to not be surprised.
How advisors are using the kit
The pattern we suggest: introduce the sleeve with the three slides at a regular review (not a special meeting — it's a portfolio decision, not an event), leave the one-pager version behind, and use the one-minute script when the follow-up call comes. The kit includes talking points for the three questions clients ask most — "is this risky?", "why now?", and "what does it cost?" — each answered in client language.
If you'd like help tailoring the story to a specific model or client segment — pre-retirees, growth accumulators, concentrated-stock situations — book a 15-minute portfolio-fit review and tell us the client profile you have in mind.
DISCLOSURES
FOR INSTITUTIONAL USE ONLY
The IBD® Breakout Stocks Index is the fund’s underlying index and is a proprietary index calculated by Investor’s Business Daily® that seeks to identify stock breakout opportunities, or stocks poised to experience a period of sustained price growth beyond the security’s recent “resistance level”, with consideration for various market conditions.
Neither CapForce ETF, Foreside nor Investor’s Business Daily® are related.
Full risk disclosures, prospectus information, and important fund information appear in the site footer below and at capforceetf.com.
