CLS Blog

If you are like most business owners, you want your firm to continue to grow. But, while this is a great accomplishment, it can simultaneously create service issues since you don’t have as much time to tend to each individual client. Although hiring more staff can alleviate this potential issue, it also eliminates one key… Continue reading Stay in Front of Your Clients Through Video

By: David Grau, Jr. Valuation Director, FP Transitions Financial professionals are on the front lines when it comes to dealing with the consequences of a weakened economy. As independent business owners, when the markets are down, it can feel like the value you have built up in your practice is at risk. More and more,… Continue reading The Fallout

Check out the audio/video from our recent NorthStar Practice Management series webinar featuring Eric Harrell of PIEtech, Inc. and MoneyGuide Pro. Roth Conversions: Who Should Make the Switch? Roth IRA rules changed in 2010.  Hear Eric speak about: Tax implications Economic perspectives Psychology behind the conversion What you need to know to make a solid… Continue reading Roth Conversions: Who Should Make the Switch?

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… Continue reading The Power of Repetition: Applying it to Your Retention and Prospecting System

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… Continue reading Using Focus Groups to Build Your Business

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… Continue reading How to Duplicate Clients, Attract Prospects, and Create Advocates

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… Continue reading Five Ways to Tell if Your Sales and Marketing Plan is Complete

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… Continue reading Planning for the Unknown: Critical Business Owner Actions