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Interview on WTCM Business Review, July 16, 2014

Paul Sutherland was interviewed by Ron Jolly on the WTCM Business Review radio show. You can listen to a recording of the broadcast, in which Paul discusses the history of FIM Group, markets, and investing strategy.

 

Peace Studies Conference at Lander University, March 20 & 21, 2014

 

Mastering the Art of Serving the Physician Client

Paul presented to a group of NAPFA advisors on how to effectively address the needs of Physician Clients. The description from the event is highlighted below.

Having a thorough understanding of physicians’ lifestyle, wants, challenges and needs is critical when assisting physician clients with life, career, investment, financial, and retirement planning needs. Author, global investment manager, and NAPFA member Paul Sutherland will provide a tangible practical, framework for how to work effectively with doctor clients, by serving their real needs, and provide worthwhile value added services to help physician’s. This is to confirm your participation in our Mastering the Art of Serving the Physician Client.