Sales call (with Laura) with Jun Gu and Eddie Cohen of Stavis & Cohen. Interested in moving some money from Templeton Frontier over to WAFMX.
Sales call (again with Laura) with Teague Purcell of National Planning Holdings. They own WAEMX and are wanting to add WAFMX to recommended list.
Call with Brandon Smith of Wells Fargo Advisors - Firm overview and detailed discussion of WGROX and WAIGX.
Call with Mike Duffy of Syntrinsic Advisors in Denver to discuss details of WAIGX and WAIOX. May be shifting clients portfolio from DFA International.
Call with David Henney of Henney Wealth Management in LA. Discussion of World Innovators. Small RIA but will be taking position in the fund.
Call with Edward Cheek of Merrill Lynch in TX to discuss WHOSX.