2 posts in September 2018
How to Sell Financial Advice – Lessons from a Used Car Lot
September 27, 2018
Scott Rowe, Marketing Specialist There are a lot of places an advisor can go to for insight on how to better run their business. A used car lot probably isn’t one that comes to mind, but that just might be the best place to learn how to sell products and services that look and feel…
Stock Market Seasonals: Time to Sell or Buy?
September 18, 2018
Rusty Vanneman, CFA/CMT/CIO, CLS Investments Many investors believe the next few months are the scariest time of year to be an investor, and some think it’s a time to get out of the market completely. While the first few months of autumn have historically been challenging; for long-term investors, it’s a great time to buy….