Friday, June 07, 2013

  • Spend most of the week following up on leads over the past month's conferences and making calls to line up meetings for the Wasatch front in two weeks.
  • Sales call with Matt Krull of Olympus Wealth Management to discuss Int'l side of our business.
  • Sales Call with Michael Ball of Weatherstone to discuss WAFMX. He will likely be adding it to portfolios where WAEMX is no longer available.
  • Conference call with Don Hutchinson from Goelzer. Mike Shinnick joining. I'm covering for Brandon.
  • Did call with James Derrick and Mikal Aune of Smedley Financial to discuss issues around WAEMX closure and Golf Tournament sponsorship. Will meet in their office on 6/20.


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