Keep Believing in the Promise Own The Promise

Optimism and opportunity are everywhere. A great deal of our success is due to our commitment to the CLA Promise. Listen as Denny shares amazing client feedback as well as his thoughts on why so many people see what we have as something truly special.







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Narrator: Welcome to Own the Promise, a

CLA podcast created to share what guides every decision we make and every

relationship we cultivate.







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Denny: Hello, CLA family. This is Denny

Schleper coming to you in the heart of opportunity season. I hope everyone’s

winter and the opportunity season is off to a great start.







I know I was looking at some of the

preliminary budgets for 2019, and it looks like the budgets are coming back

with some very strong optimistic growth in 2019, in the upper 7 percent, close

to 8 percent range in revenue growth for the firm, so a lot of optimism, lots

of opportunity, obviously, in this season. I know that many of you are

extremely busy.







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It’s not everyone’s busy time of the

year, but for a large part of the firm, it is, and I just wanted to share an

experience that I had over the last week or so with the entire family, because

I think it really is so critical and so important that we keep what we have at

CLA very much in mind, and this experience really came from the wealth summit

that we had in Arizona at the end of January.







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For those of you that don’t know, we

brought together roughly 280 or so clients throughout the country that

participate in our wealth advisory services, and this was an opportunity for us

to bring them together, obviously get to know them better, build stronger

relationships so that we could help them better,







But also to do some education and an

opportunity just simply to attract more activity in our wealth advisory

services to them. But it was a time for these wealth advisory clients to learn

more about CLA as well.







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And I think what they learned and the

feedback that I received at this summit was really something amazing to me,

because I think when those wealth advisory clients were able to get to

understand CLA and who we are and what we have to offer to a greater extent, it

really was so well received.







And some of the responses that I

received just made me step back and question myself, why is it that what we

have at CLA, why is it so special?







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And I’ve been thinking about that ever

since the summit, and what really came to mind for me was all of the people in

the CLA family that really go beyond I’d say their day-to-day jobs and even

leadership roles that they take on, call it within their job activity, but

people that go even beyond that and take on roles that are really what I’ve

always referred to as “and” roles.







They do all the things related to their

jobs, but on top of that, they volunteer for things, and so they really take on

an “and” position, not an “or,” not an

“either-or,” but really everything that they do in their job and the

volunteer opportunities that they find.







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And I just started listing some of

those. I started listing, you know, really starting with the board of

directors. If you think about,