Author: Todd Clarke, CLS President
23 posts written by Todd Clarke, CLS President
The Power of Repetition: Applying it to Your Retention and Prospecting System
April 14, 2010
Check out the audio/video from our recent best practices webinar featuring Rich Groff, founder of the Financial Edge Workshops & Coaching Series. Applying Repetition to Your Retention and Prospecting System During the webinar, Mr. Groff provided valuable insight and advice on: leveraging your client relationships and identify quality prospects implementing a business infrastructure that retains…
Using Focus Groups to Build Your Business
March 2, 2010
A focus group is a group of anonymous people (who fit the specific profile of your target market) whom gather to talk in depth about a certain product, service, or topic. Focus groups provide a great way to evaluate services or concepts to learn how well they’ll be received by your target audience. They may…
How to Duplicate Clients, Attract Prospects, and Create Advocates
February 24, 2010
Check out the audio/video from our recent best practices webinar featuring Dan Allison, Founder and President of Feedback Marketing Group. How to Duplicate Clients, Attract Prospects, and Create Advocates During the webinar, Mr. Allison provided valuable insight and advice on: Using feedback meetings to learn what clients and prospects value How to ask a client…
Five Ways to Tell if Your Sales and Marketing Plan is Complete
February 4, 2010
1. Do you have a strategic plan? This is the cornerstone. Consider how your value proposition will be integrated into campaigns, web enhancements, conferences, marketing collateral, and hiring campaigns. A word of caution though: don’t bite off more than you can chew by having too many tactical elements in your plan than resources to execute…
Social Networking For Advisers: Tactics to Use with Clients, Prospects, and Allied Professionals
January 28, 2010
Check out the audio/video from our recent best practices webinar featuring Andrew Gluck, CEO of Advisor Products, Inc. https://cls3.wpengine.com/secure/shared/pdfs/marketing/social_networking.wmv Use of social media sites is EXPLODING and advisers must keep up with this new mode of communication to be successful. In addition to covering some of the major compliance challenges you as a financial professional…
Chapter 5, Social Networking for your Business
January 26, 2010
The Evolution of Technology: Effective Social Networking for your Business The business and marketing world is always evolving and, while there’s something to be said about remaining committed to tried and true methods for promoting your business and prospecting for new clients, it’s important to be willing to embrace or at least experiment with new…
Planning for the Unknown: Critical Business Owner Actions
January 4, 2010
Check out the audio from CLS’s recent webinar featuring Patrick Clarke from NorthStar Financial Services Group, LLC, and Tony Lewis from Vistage leadership group. https://cls3.wpengine.com/secure/shared/pdfs/marketing/vistage3.mp3 Mr. Clarke and Mr. Lewis reviewed the two items it’s critical for every business owner to implement as we enter a new year and a new business cycle. Learn: how…
Chapter 4, Executive Leadership Organizations
December 17, 2009
Get By With a Little Help From Your Peers… We’ve discussed in previous posts how networking is critical to your firm’s marketing and public relations success. But, don’t overlook the significant positive impact your participation in a professional organization, peer group, or business leadership association can also have on your business’s internal operations. Why join…
3 Metrics Crucial to Making Effective Business Decisions
November 25, 2009
Check out the audio from CLS’s recent Webinar featuring Daniel Applegarth from NorthStar Financial Services Group, LLC https://cls3.wpengine.com/secure/shared/pdfs/marketing/three_crucial_metrics.wmv 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…
Chapter 3, Business Metrics
November 18, 2009
The Importance of Metrics for Your Business Business metrics are critical measures of business activity that support the tried and true business belief that you can’t manage it if you can’t measure it. Defining key metrics and closely monitoring them on a regular basis allows you to focus on what’s most important to your business…