THE BLOG

28
Jan

Social Networking For Advisers: Tactics to Use with Clients, Prospects, and Allied Professionals

Check out the audio/video from our recent best practices webinar featuring Andrew Gluck, CEO of Advisor Products, Inc. https://www.clsinvest.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...
26
Jan

Chapter 5, Social Networking for your Business

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...
04
Jan

Planning for the Unknown: Critical Business Owner Actions

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://www.clsinvest.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...