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.
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