Higher Calling

Just Released!
Higher Calling: A Guide to Helping Investors Achieve Their Goals

After working with investment advisors for nearly 30 years, CLS’s Chief Investment Officer Rusty Vanneman, CFA, CMT, shares his insights on the client-advisor relationship and how helping clients reach their long-term investment goals is truly a “higher calling”. In this newly released book, Rusty:

  • Includes stories from CLS advisors.
  • Examines the behavior gap and how investment advisors can help close it.
  • Provides charts and examples of how staying invested and sticking to a financial plan will help investors reap long-term rewards.