Category: Uncategorized
56 posts categorized as "Uncategorized"
Why I Like Energy
December 6, 2012
Only a few asset classes can be defined as essential to human existence. Energy is arguably the most important asset of that essential sub sector. An essential asset doesn’t always take precedence in your underlying portfolio, but by simple default via sheer magnitude, it will always have an impact. The world’s economy might be finally able to…
Fiscal Cliff Update
November 12, 2012
The Fiscal Cliff will be a hot topic in the coming weeks, as Congress will be charged with making decisions that will vastly affect our nation’s future. If Congress does not take action to stop them, approximately $600 billion in tax increases and spending cuts will be implemented in January 2013, which could drive the…
Welcome (back) to the CLS Blog!
August 10, 2012
Welcome (back) to the CLS Blog! We’re excited to have you here. You are probably noticing that this is our first post in over a year. In the past, our blog content has focused primarily on best business practices. While we still believe this information is incredibly valuable for financial advisors, we also understand that…
Marketing Technology
April 25, 2011
The essential systems that every advisor must have By Peter Montoya All the skill, knowledge and experience in the world can’t impress someone if they know nothing about it. Wouldn’t it be wonderful if motivated, qualified prospects could just “know” you were the best Advisor for them and magically appear? Financial Services marketing is nothing…
Creating a Strong Sales Process
April 14, 2011
Do you have a routine that you follow outlining each step that your sales team executes? Does the outline intertwine both sales and marketing steps that are taken as you move a lead to a prospect, and a prospect to a client? Do you utilize metrics to track how long it takes between each step…
Leveraging Professional Relationships
April 7, 2011
Getting more out of referral relationships with professional contacts, such as CPAs and attorneys is one of the most common challenges that business owners face. Partnerships with other professionals are only successful when the professional directly witnesses the benefit that their clients receive through your service. And in most cases, you have to wait for…
Three People Who Can Help Shape New Business Development
March 24, 2011
If you had the opportunity to get into a new market, where would you start? If you wanted to attract particular clients, who are the people that would help you make a solid entrance? Centers of influence, evangelists, and critical contacts are three potentially powerful types of people who might provide the answers you are…
Stay in Front of Your Clients Through Video
January 26, 2011
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…
The Fallout
August 24, 2010
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,…
Roth Conversions: Who Should Make the Switch?
May 20, 2010
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…