In Business Development, a Little Luck Goes a Long Way

KF

Financial Advisor – September 2013

Baseball Hall of Famer Lefty Gomez was often heard to say, “I’d rather be lucky than good.” Advisors who hit pay dirt through a fortuitous introduction or a random round of golf can probably relate to that sentiment. It’s tempting to think that if one stroke of fortune can bring in more assets than months of business development, you might as well just sit back and wait for the next stroke. But although you can’t make luck happen, you can — and should — make the most of it when it does.READ MORE

About Coldstream

R.O.C.K.star Awards 2013

As part of our annual all-company retreat, an award is given to those individuals who go above and beyond the call of duty in the care of our clients, the company and our core values.  This 100% peer-nominated award is based on exemplary performance in the following areas.

R.            Responsive to the needs of our clients and the firm

O.           Ownership of their work and contribution to their team each day

C.            Client-centric with both the internal and external client

K.            Knowledge that is shared and inspires all of us to be leaders within our respective disciplines

We congratulate Bob Frazier, Paulette Andersen and Dave Lester as our 2013 R.O.C.K.stars!READ MORE

Donald Gher Receives Honorary Doctor

Donald L. Gher of Bellevue, Wash., received an honorary Doctor of Public Service degree from Eastern Illinois University today in recognition of his dedication, his generosity, and his service to others.

Don GherGher graduated from Eastern in 1973 with a degree in business and a concentration in marketing.  A fellow alumnus and classmate said of him, “Don exhibited the energy and drive that would propel him through his immensely successful business career.  In class, he was always at the ready to help a friend, dive into a project, and eager to debate with professors, which often made class sessions memorable.”READ MORE

© 2018 Coldstream Capital Management, Inc. & Rainier Group Investment Advisory LLC d.b.a. Coldstream Wealth Management. All data shown includes information from combined entities. All Rights Reserved.