Learn the Five Best Practices for a Successful Investment Program
At CFS and SPF, we build successful investment programs across the country. We support our programs with technology development, sales management, and best practices from top to bottom. Leverage the practices of Top Producing Programs to dramatically improve your bottom line and better serve your customers. Click on the "Email Me" button below, and type "White Paper" in the subject line to receive your complimentary copy of our white paper.
Connie L. Gregory
SVP, Business Development
CUSO Financial Services, LP and
Sorrento Pacific Financial, LLC
Our Mission Statement: We Grow Successful Investment Programs and Practices
Best Practices White Paper
Your Guide to Becoming a "Top Performing" Program
By working with our top-performing programs, CFS/SPF have identified five distinct levels within the financial institution and broker-dealer that have the ability to dramatically impact your investment program. Our white paper is filled with proven stats, actionable advice, and smart tactics your financial institution can implement immediately.
Across the board, top-performing programs tend to implement a significantly higher percentage of best practices than average performing programs. Our 2017 Best Practices White Paper was designed to identify those specific best practices at each level within your organization so your advisors can get more out of their day and your program can reach new levels of success.
Executive Management, Marketing, and Branch Management and Staff, to the Program Manager, Representatives, and Technology, you'll learn what best practices to implement at each level to become a top performing program.
Get your complimentary copy: Email me today and type "White Paper" in the subject line to receive your free copy of our 2017 White Paper.
CFS/SPF Fast Facts
Focus on Financial Institutions
Celebrating 20 Years of Consistent Growth
Stability: the Same Leaders since 1996
Strong Compliance Record
Breadth & Depth of Product Selection
Flexible Program Types
Today's Commitment to Tomorrow's Technology
See You at BISA March
See You at NACUSO April 10-13
Our 20th Year Anniversary
Another Happy Client Testimonial
"Our program grew more than 50% a year for two years in a row under their expert guidance."
~ John Marx, VP Wealth Management at Elevations Credit Union
If you'd like to learn more about how CFS/SPF can help your investment program, please contact us. For industry and company news, follow us at our
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SPF LinkedIn pages.
Connie L. Gregory SVP, Business Development
CUSO Financial Services, L.P. and Sorrento Pacific Financial, LLC