Category: Higher Calling
13 posts categorized as "Higher Calling"
Higher Calling: John Plaza, Securities America Advisors
May 11, 2017
CLS sits down with financial advisor John Plaza, Securities America Advisors, where he talks about how essential it is to know your client’s personality, needs, desires, and pressure points when working towards building a successful relationship.
Higher Calling: Chanda Sour, Ludwig Financial Group
April 13, 2017
CLS sits down with financial advisor Chanda Sour, Ludwig Financial Group, where he explains the emotional impact becoming a financial advisor has had on him.
Higher Calling: Johnathon Davis, JT Davis Asset Management
April 10, 2017
CLS sits down with financial advisor Johnathon Davis, JT Davis Asset Management, where he discusses the importance of treating his client-relationships as friendships.