Experience the Excelerate Journey
Create a stronger, more successful business.
Learn how to convert your existing clients from commissions to fees with this important
business-building seminar! CLS Investments, LLC will guide you through time-tested, disciplined
investment strategies so you can incorporate them into your own
business style. Gather marketing tips and successful sales ideas, spend time networking and
participate in group discussion during this insightful one-day seminar.
Excelerate Topics
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BELIEVE in the Power of Risk Budgeting
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CLS Investment Methodology:
Building Efficient Portfolios Using Risk Budgeting
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The CLS Approach to Investing:
How CLS Can Add Value
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DELIVER Innovative Products and Services
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The CLS Investment Strategies:
An Overview of our Portfolios
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PARTNER with Those Who Share our Vision
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Technology and the Securities Industry
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Industry Changes:
Making the Transition from Commissions to Advisory Fees
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Sales and Marketing Ideas:
Successful Client Presentations
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Events Calendar
| Start Date | End Date | Event | Location |
| 9/8/2010 | 9/10/2010 | President's Excelerate Conference | Omaha, NE |
| 10/28/2010 | 10/29/2010 | Excelerate Conference | Omaha, NE |
* Representatives' assistants are invited to attend the special
session of Excelerate.
** In order to attend the President's Council Excelerate, you must be
a current member of the President's Council.
Registration
Our registration brochure will be
posted shortly. In the meantime, please contact your Inside Sales
Consultant at (888) 455-4244 for more information.
We look forward to seeing you in Omaha!
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