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| Learn how partnering with CLS promotes long-term thinking and poises you for longevity |
| WHY PARTNER WITH CLS? |
Fee-based planning allows you to position yourself as a consultant rather than as a transaction-oriented salesperson. You are strengthening your relationships with your clients by showing them that you are concerned with their financial health and well-being. CLS’s client centered planning process allows you to capitalize on your ability to connect with your clients and understand their financial needs. You can combine that knowledge with your understanding of CLS and the investment world as a whole to determine the most strategic direction for your clients’ portfolios. CLS allows you to provide your clients access to investment strategies and solutions for all stages of their lives. In addition to wealth accumulation solutions, CLS offers protection and pre-retirement strategies for investors who are or soon will be taking income from their investments or who are close to retirement and have an increased need for principal protection. CLS provides solutions that are personalized for each of your client’s individual long-term investment needs. CLS delivers financial solutions primarily through a Risk Budgeting investment methodology, and each portfolio is managed in accordance with its specific risk budget. A client’s risk budget is based on his or her individual financial goals, ability to handle risk, and overall investment time horizon. |
| THE EXCELERATE PROGRAM |
Thursday @ 6PM Cocktails and Dinner, Hilton Omaha Friday (8:30 AM - 3 PM)
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| 0089-CLS-1/13/2011 |
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