Orion's The Weighing Machine

EP XXIX: Staying Focused in the New Year


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Guests: Dean Cook, CEO of FTJ FundChoice and Julie Lane, Head of Human Resources at Northstar Financial Services. [1:36] We dig into some of the biggest reasons 2018 was a tough year in the markets and how we’re staying focused in the new year. [3:55] CLS Chief Investment Strategist Marc Pfeffer explains what the yield curve inversion could mean for the markets moving forward. [14:22] In a special interview, FTJ FundChoice CEO Dean Cook discusses how advisors will benefit from the unification of CLS’s and FTJ’s TAMP offerings. [19:36] Plus, Northstar V.P. of Human Resources Julie Lane talks about how we’re filling our organization with excellence and her advice for anyone hoping to enter the financial industry.

2203-CLS-12/27/2018

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Orion's The Weighing MachineBy Orion Portfolio Solutions

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