Check out the audio from CLS’s recent Webinar featuring Daniel Applegarth from NorthStar Financial Services Group, LLC
The key to an Advisor’s success truly involves minimizing expenses while increasing revenue and margins. But the catalyst to this achievement is tracking the right information, and using it strategically. In this Webinar, Mr. Applegarth discusses how maintaining three crucial metrics can help Advisors track their business “drivers” while empowering them to make better business decisions.
Learn how to:
- Use financial metrics to make better decisions
- Determine key metrics to track
- Identify and use key points on a financial report
- Create a more strategic budget for 2010
About Daniel Applegarth
Mr. Applegarth is the Controller and Treasurer of NorthStar Financial Services Group, LLC (“NorthStar”), which is the parent company of CLS Investments, LLC, Orion Advisor Services LLC, and Gemini Fund Services, LLC. In addition to serving as Controller of NorthStar, Mr. Applegarth also serves as a Director and Treasurer of Constellation Trust Company and as a member of the Audit Committee. Daniel graduated from Brigham Young University with his degree in accounting. Prior to joining NorthStar, he worked for Ernst & Young in Seattle performing financial statement audits and Sarbanes Oxley internal control reviews. He is a CPA and a member of The American Institute of Certified Public Accountants. In addition, he holds a FINRA Series 27 registration.
About NorthStar Financial Services Group, LLC
NorthStar empowers investment advisors through innovation, expertise, and integrity. It is a holding company for several subsidiaries which manage and service financial assets.