Category: Higher Calling
13 posts categorized as "Higher Calling"
Sir John Templeton: The Humble Approach
July 10, 2018
Content Provided by Rusty Vanneman, CFA, CMT – Chief Investment Officer One of the most important days in my development as an investment manager occurred in the spring of 1987. It was during my undergraduate days at Babson College. It was Founder’s Day, which is Babson’s oldest tradition, a day established to recognize the school’s…
Writing Tips for Investment Professionals
June 25, 2018
Content Provided by Rusty Vanneman, CFA, CMT – Chief Investment Officer When I began my career in the investment industry nearly 30 years ago, I never would have guessed I would write as much as I have. I have written everything from market reviews every 20 minutes (!) to weekly, monthly, and quarterly commentary, and…
Higher Calling: Simon Peter O’Hanlon, Preferred Financial Strategies
June 15, 2017
CLS sits down with financial advisor Simon Peter O’Hanlon, Preferred Financial Strategies, as he tells us how he hopes that his clients see him as a counselor that is there to help them through not only good times, but bad times.
Higher Calling: David Stevens, Irongate Financial Services
June 14, 2017
CLS sits down with financial advisor David Stevens, Irongate Financial Services, where he explains why creating strong client relationships is the reason he became a financial advisor.
Higher Calling: Darold Mark, Darold Mark Wealth & Financial Planning
June 8, 2017
CLS sits down with financial advisor Darold Mark, Darold Mark Wealth & Financial Planning, as he explains to us the importance of getting to know his clients individually, and truly learning his clients’ financial wants and needs.
Higher Calling: Anthony Lishka, Lishka Financial
June 7, 2017
CLS sits down with financial advisor Anthony Lishka, Lishka FinancialTM, where he talks about how it’s his responsibility to help his clients reach their financial goals and how it all begins with trust.
“Higher Calling” – An interview with author and CIO, Rusty Vanneman,CFA, CMT
June 6, 2017
CLS’s Chief Investment Officer Rusty Vanneman, CFA, CMT, discusses why “Higher Calling” was written, and why being a financial advisor is more than just a job.
Higher Calling: Mike Woods, Stocker Woods Financial
June 2, 2017
CLS sits down with financial advisor Mike Woods, Stocker Woods Financial, as he explains how he tries to treat his clients as if they were members of his own family.
Higher Calling: Chuck Bigbie, Woodland Wealth Management
May 15, 2017
CLS sits down with financial advisor Chuck Bigbie, Woodland Wealth Management, where he describes one special relationship he had with a client couple and how he was able to help them be financially successful.
Higher Calling: Brigid Mulroy, Star Wealth Management
May 12, 2017
CLS sits down with financial advisor Brigid Mulroy, Star Wealth Management, where she describes the relationships with her clients and how she learns their goals on both a financial and personal level.