<p>Guests: Regional Vice President of Sales: Shari Rash, Mark Soukup, and Jon Trbovich. And CLS’s Executive Vice President of Sales, Bruce Bischoff, sits with Chief Investment Officer, Rusty Vanneman, to discuss sales best-practices and experiences.   Part 2 of this special series will release next week. 1346-CLS-3/21/2018</p>

Guests: Regional Vice President of Sales: Shari Rash, Mark Soukup, and Jon Trbovich. And CLS’s Executive Vice President of Sales, Bruce Bischoff, sits with Chief Investment Officer, Rusty Vanneman, to discuss sales best-practices and experiences. Part 2 of this special series will release next week. 1346-CLS-3/21/2018

<p>Guests: Regional Vice President of Sales: Shari Rash, Mark Soukup, and Jon Trbovich. And CLS’s Executive Vice President of Sales, Bruce Bischoff, sits with Chief Investment Officer, Rusty Vanneman, to discuss sales best-practices and experiences. &nbsp; Part 2 of this special series will release next week. 1346-CLS-3/21/2018</p>

Shari Rash, Mark Soukup, and Jon Trbovich of CLS Investments - Special Edition: Words of Wisdom from the CLS Sales Team

Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Ben Vaske, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. 

Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”).

Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com.

0503-OPS-3/4/2024

Business

Investing

Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Ben Vaske, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com. 0503-OPS-3/4/2024

Share Shari Rash, Mark Soukup, and Jon Trbovich of CLS Investments - Special Edition: Words of Wisdom from the CLS Sales Team

Sign up to save your podcasts

Shari Rash, Mark Soukup, and Jon Trbovich of CLS Investments - Special Edition: Words of Wisdom from the CLS Sales Team

Shari Rash, Mark Soukup, and Jon Trbovich of CLS Investments - Special Edition: Words of Wisdom from the CLS Sales Team

More shows like Orion's The Weighing Machine

Investing Insights

Your Money, Your Wealth

Stay Wealthy Retirement Podcast

The Long View

Ready For Retirement

Retire With Style

Your Money Guide on the Side