Category: Higher Calling

10
Jul

Sir John Templeton: The Humble Approach

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...
25
Jun

Writing Tips for Investment Professionals

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...
15
Jun

Higher Calling: Simon Peter O’Hanlon, Preferred Financial Strategies

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.

14
Jun

Higher Calling: David Stevens, Irongate Financial Services

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.

08
Jun

Higher Calling: Darold Mark, Darold Mark Wealth & Financial Planning

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.

07
Jun

Higher Calling: Anthony Lishka, Lishka Financial

CLS sits down with financial 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.

06
Jun

“Higher Calling” – An interview with author and CIO, Rusty Vanneman,CFA, CMT

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.

02
Jun

Higher Calling: Mike Woods, Stocker Woods Financial

CLS sits down with Mike Woods, Stocker Woods Financial, as he explains how he tries to treat his clients as if they were members of his own family.

15
May

Higher Calling: Chuck Bigbie, Woodland Wealth Management

CLS sits down with 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.

12
May

Higher Calling: Brigid Mulroy, Star Wealth Management

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.