Northstar Financial Services Group, LLC, the parent company of CLS Investments, Orion Advisor Services, FTJ FundChoice, and Constellation Trust Company, has announced that it will be renamed Orion Advisor Solutions. Its subsidiaries, including CLS, will be unified under the Orion brand identity. This initiative will enable us, and our sister companies, to deliver an even… Continue reading CLS Parent Company, Northstar Financial, Announces Unification Under Orion Brand, New Leadership Team
Category: Public Relations
Q&A with CLS’s Paula Wieck, CFA
CLS Portfolio Manager, Paula Wieck, CFA, shares her journey to success in the financial services industry. Q: What influenced you to seek a career in the financial industry? A: It’s a funny story actually, it all began in the field of nutrition. My primary focus in life was to help people learn how to… Continue reading Q&A with CLS’s Paula Wieck, CFA
The Power of Networking – Use LinkedIn!
Content provided by Rusty Vanneman, CFA, CMT, CLS Chief Investment Officer I had lunch with Reid Hoffman once. It was fascinating. Reid is known for lots of things, including being the co-founder of LinkedIn, which is arguably the most important social media tool, especially for investment professionals. My opportunity to have lunch with Reid came… Continue reading The Power of Networking – Use LinkedIn!
Rocky Mountain Roads
Content provided by Robyn Murray, Freelance Writer Bruce Bischoff has always been on the move. His first few years of life were glimpses of places – an Air Force base in Sacramento, an apartment building in Maryland. His father was a military man who worked at the Pentagon while the family was in Maryland. Bischoff… Continue reading Rocky Mountain Roads
Get in the Social Media Game
The Cold Hard Facts: A Pew Internet survey found that 65% of Internet users in the U.S. are using social networking sites. Facebook has more than 950 million people using the service in a given month. Twitter now has more than 500 million accounts, 141.8 million in the U.S. 172 million are active users. On… Continue reading Get in the Social Media Game
4 Ways to Increase Your Success Through Public Relations
Check out the audio from CLS’s recent Webinar featuring Jennifer Connelly from JCPR, Inc. 4 Ways to Increase Your Success Through Public Relations Jennifer provided great ideas about: How to manage your brand How to develop and make news The importance of the ‘shark cage’ How to control your company’s image About Jennifer Connelly Jennifer Connelly… Continue reading 4 Ways to Increase Your Success Through Public Relations
Chapter 2, Public Relations
Creating Effective Public Relations 4 Basic Steps Public relations strategies are important to incorporate into your business because they are low-cost (often free) and high impact. And, creating a successful basic PR campaign is a lot easier than you might think. 1. Craft your story. Make it relevant. Your story must be compelling, since media outlets… Continue reading Chapter 2, Public Relations