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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

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… Continue reading 3 Metrics Crucial to Making Effective Business Decisions