Episode 33: True Value of Financial Advice | Guest: Todd Clarke

Orion's The Weighing Machine

English - March 08, 2019 20:18 - 44 minutes - ★★★★★ - 11 ratings
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Previous Episode: Episode 32: Trading Lessons from the NBA & A Chat with Eric Clarke

Next Episode: Episode 34: March Madness & Construction Management | Guest: Kray Zeller

Guest: Todd Clarke, NorthStar Financial Services Board Member & Former CEO of CLS. [4:44] Why long-term investors should avoid the pitfall of chasing performance. [6:45] CLS Client Portfolio Manager Jeovany Zelaya discusses the true value of a financial advisor in the ever-changing financial environment. [24:52] NorthStar Board Member & former CLS CEO Todd Clarke sits...