Financial advisors – like all business executives – want to differentiate themselves from the competition. Partnering with CLS opens the door to an abundance of resources to help you do just that. First of all, utilizing CLS’s portfolio management expertise allows you to shift your focus from managing money to managing client relationships and growing your business. While CLS will take the lead on the day-to-day monitoring and management of the asset-backed loans in client portfolios, financial advisors have access to our Portfolio Management Team for plan and account reviews.
CLS’s video market commentary and mobile apps are industry-leading uses of technology that provide advisors with contemporary, convenient and cost-effective ways to communicate with clients. Our recent addition of a QR code on printed statements and a visible link embedded in the online version of client statements provide direct access – via mobile device – to CLS’s quarterly market commentary.
Programs like our “Best Practice Management Series” and "Excelerate" provide business-building guidance and insights on streamlining operations while offering opportunities to network with other financial advisors.
Our wholesalers bring CLS services to you – they are your local partner helping you make the most of your relationship with CLS.