Mentors have played a critical role in defining how we view and do business. From the first balanced portfolios, FACTOR investing, global diversification, accessing your staff’s unique abilities to bringing fresh ideas on client and workplace tools into the mix. We have been fortunate enough to be set on a great path by some outstanding individuals. Including; Sir John Templeton, Nick Murray, Michael Nairne, Dan Sullivan and Brad Steiman.This and More Today on ThinkSmart.
The Critical Role Mentors Play in Developing Your Investment Strategy
Related articles
PodcastsConflicts of Interest That Impact Your Investments
Conflicts of interest exist everywhere in the marketplace. They may be hidden in places you would never suspect. Join Senior Financial Advisors Rob McClelland and Mike Connon as they discuss George Athanassakos’s article on conflicts of interest in…
Podcasts5 Concepts for Successful Investing from Tuck School of Business Professor Ken French
Join Senior Financial Advisors Rob McClelland and Mike Connon as they discuss 5 concepts for successful investing as developed by Professor Ken French from the Tuck School of Business, Head of Investment Policy and board member of Dimensional Fund Ad…
PodcastsYou Are in Charge of Everything Whether You Want to be or Not
What has the advent of technology done to erode client relations and expectations? The widespread adoption of technologies and applications has undoubtedly had its advantages, but it, too, has had its limitations. While some companies are still able …
Financial Planning Advice from Canada's Top Financial Advisors
