All posts tagged Discipline

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    March 25, 2020

    What do you mean by “Our business is not what people think it is”?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    February 25, 2020

    For Investment Advisors that have been helping clients for some period of time, what questions should they be asking themselves about how to build their business?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    January 16, 2020

    Please explain downside capture and why does it matter to investors?

  • Thomas S. Caldwell, C.M.

    Chairman

    November 19, 2019

    You have been discussing teams lately. What is the importance of a team?

  • Thomas S. Caldwell, C.M.

    Chairman

    October 2, 2019

    Let’s talk about inertia and success from a business point of view.

  • Thomas S. Caldwell, C.M.

    Chairman

    June 18, 2019

    You often quote Vince Lombardi from his movie the Second Effort. What did you learn when you just re-watched it with our interns?