Friday, April 18, 2014

Hosted quarterly conf call for WAEMX and WAFMX clients/prospects. Did followup calls for clients who missed.

Spend a couple days in the SLC office and hosted a client seminar with Soltis Advisors one evening with over 50 attendees.

Sales call with Mike Shinnick for Tolleson Wealth Management.

Sales call with Shinnick for Bristlecone Advisors.