Orion's The Weighing Machine cover art

Marc Pfeffer of CLS Investments - The Value of Financial Planning

· Orion's The Weighing Machine

Guest:CLS CIO Marc

This week, Orion CIO Rusty Vanneman, CFA, CMT, digs into the value of outsourcing investment management, the importance of due diligence, and how news headlines have driven markets in 2019. Rusty is joined by CLS CIO Marc Pfeffer who shares his take on recent market news, including a “phase one” trade deal between the U.S....

Listen to this episode on the show’s site

This is what one conversation turns into.

Every episode here ships alongside an article, clips, social posts, and a newsletter. Tell us how many advisors you're marketing.

Prefer email? hello@milemarker.co