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HostGator

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HostGator.com is a provider of shared, reseller, VPS and dedicated web hosting. With over five million domains hosted by HostGator, they make up approximately 1% of the world’s Internet traffic. HostGator.com allows you to have unlimited subdomains under your account, with no restrictions on bandwidth or disk space. The down site to having so many …

LogoWorks

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LogoWorks is a service of HP. They spell out a very detailed process, which inspires confidence. Plus, they have customer feedback and ratings right alongside each package choice. They have designed over 45,000 logos; packages start at $299. HP also offers LogoMaker, a free logo creation service with an upgrade plan of $49. It is …

Logo Design Team

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Logo Design Team stands on its in-house design team, as opposed to a freelance team of people spread around the globe. They offer a $149 start price. Logo Design Team offers a “logo repair” service where they will update your existing logo, refreshing it to something modern and hip.

Logo Mojo

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Logo Mojo (a division of Deluxe) has a starter package at $195 which includes six concepts, two rounds of changes, and a three-day turnaround. They offer other artwork services, too, including Twitter backgrounds and Facebook profile images.

Sage One Invoicing

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Sage One Invoicing is a monthly subscription-based invoicing service that will run you $9 a month. Sage One Invoicing allows you to send out your invoices from Sage, and the customer can pay directly from the invoice into Sage’s credit card service or through Paypal. If the payment is late, Sage One will tell you …

WePay

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Online invoicing and payment app service WePay just released a new app for iOS devices that allows small businesses to send invoices and charge credit cards from mobile devices. Credit card processing and invoicing both come with a fee of 2.9% and $0.30 per transaction. The payment app accepts all major credit cards, and there …

FreshBooks

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FreshBooks signup is easy, fast, and free. No credit card required, which is always helps reduce signup friction. You can trial the software for 30 days for free, then decide on a paid plan or a forever-free plan. Of course, the free plan is limited, but it may work for your business. Paid plans start …

Guru

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Guru offers a wide variety of freelancing jobs and allows you to create up to five different profiles. Their commission is variable, but they handle tax reporting so you do not have to give out your Social Security number to every employer. Escrow ensures freelancers are paid, but can be confusing. The onsite messaging is …

oDesk

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Odesk is designed for freelancers who prefer hourly wages as opposed to flat fees. They are a little more expensive in their commissions, but they cover employer tax costs if the employer wants to hire you through their payroll service. You need to log in to the website while you work so it can record …

Freelancer.com

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Freelancer.com is one of the world’s largest outsourcing and crowdsourcing marketplace for small business. The site connects over 3,961,410 employers and freelancers globally from over 234 countries & regions. Through the website, employers can hire freelancers to do work in areas such as software, writing, data entry and design right through to engineering and the …

Infusionsoft

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Infusionsoft combines everything your business needs — contact management, CRM, marketing automation and e-commerce — into a single online system. Along with their impressive array of features available, Infusionsoft allows you to be able to place a single contact into multiple list. This gives you the ability to track and target your customers more effectively …

MailChimp

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MailChimp is a Web-based email marketing service that comes with a great suite of tools. With over 95 million emails sent per day on average, MailChimp proves that email is still a viable way for small businesses to get the word out. One of the most important things to know is the service is completely …




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CLS Investments Launches New Practice Management Program Designed to Help Advisors Run a Better Business | Small Business News, Tips, Advice – Small Business Trends

CLS Investments Launches New Practice Management Program Designed to Help Advisors Run a Better Business

  • July 9, 2013

OMAHA, Neb., July 9, 2013 /PRNewswire/ – CLS Investments, LLC (“CLS”), a leading third party money manager and ETF Strategist, announced today the launch of a new practice management program designed to provide tools and resources financial advisors need to better manage and grow their practices.

The CLS AdvisorIQ education series will capture innovative business management, marketing and investment planning strategies through a series of industry reports and white papers. This content will feature various ways advisors can profitably grow their business by presenting examples of successful advisors and their step-by-step approach to winning new business, creating operational efficiencies and enhancing the service they offer to clients.

“Today’s more volatile and challenging market environment requires a new approach not only to managing portfolios, but also to managing a more complex financial advisory practice,” said Todd Clarke, CEO of CLS Investments. “CLS AdvisorIQ helps advisors navigate these pressing issues, particularly as the industry is becoming more competitive, while costs are increasing. Firms that use innovative investing strategies to better position themselves, both for attracting new business as well as gaining efficiencies, will be the ones that continue to succeed.”

The first report in the series, “Expand Your Referral Network: Tap Into the $16 Trillion Qualified Plan Market Through Partnerships with TPAs,” highlights the opportunity for advisors to target retirement plans by partnering with Third Party Administrators (TPAs).

According to the report:
“Leading advisors are expanding their referral network to focus on TPAs, particularly now that the DOL has made recent changes that favor advisors who can bring a fiduciary status to bear.  That, combined with new disclosure rules mandated by the DOL means that many plan sponsors are reevaluating their current providers… creating new opportunities for advisors to be considered as alternative providers, particularly if they can offer the plan innovative options, such as ETFs.”

According to Clarke, building relationships with TPAs is an excellent way for advisors differentiating themselves through use of ETFs and managed accounts to gain entry to the retirement plan market. “TPAs can provide the experience, knowledge and resources to help advisors get up and running in this market quickly,” he noted.

Also available soon as part of the CLS AdvisorIQ series will be an industry report developed by CLS in partnership with iShares®, “Propel Your Business Forward: The Inside Track to Choosing and Implementing ETF Strategists.” This report will help advisors navigate the fast-growing ETF marketplace. The report identifies the key profitability drivers and client cost savings that advisors can leverage by using third parties that specialize in ETF portfolio construction.

The AdvisorIQ reports can be downloaded from the CLS website (CLSinvest.com). Also coming soon is additional content and profiles of leading advisors and how they have tackled key business management issues. To learn more, please visit:  CLSinvest.com/Advisor/AdvisorIQ.

About CLS Investments
CLS is a third party investment manager, ETF strategist, and longtime trusted partner in the financial industry. CLS’s active asset allocation approach, customizable strategy offerings, and risk management expertise has led financial advisors to entrust their clients’ individual and qualified retirement plan portfolios to CLS since 1989. Today, more than 35,000 investors depend on CLS to help them reach their financial objectives.

SOURCE CLS Investments, LLC

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