CC&L Q3 2021 Market Outlook and Investment Review Comments0

Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand …
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Newport Market Update and Investment Review Comments0

Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand …
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Why the Future of Your Business Is Critical to Its Value Comments0

Republished with permission from Built to Sell Inc. As a business owner, you’re likely proud of the results you’ve achieved in the past, but when it comes to the value of your business, your future is critical. That’s why your …
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CC&L Q2 2021 Market Outlook and Investment Review Comments0

Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand …
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Protecting Against the End Run Comments0

Republished with permission from Built to Sell Inc. A football defensive coordinator needs to protect against an “end run,” a tactical play where your opponent sends the running back wide around the offensive line to try to evade the oncoming …
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The Hidden Danger of Cross-Selling Comments0

Republished with permission from Built to Sell Inc. You’ve likely heard the adage that it is far easier to cross-sell an existing customer a new product than it is to find a new customer. And if your goal is to …
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3 Ways to Flip Repeat Customers into Subscribers Comments0

Republished with permission from Built to Sell Inc. Repeat business drives the value of your company, and you can categorize these sales into one of two buckets: Reoccurring revenue comes from customers who purchase from you sporadically. They’re satisfied with …
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How to Turn Repeat Customers into Subscribers Comments0

Republished with permission from Built to Sell Inc. Many people mix up re-occurring and recurring revenue, but one is much more valuable than the other. Re-occurring Revenue Re-occurring revenue comes from customers that have a re-occurring need for whatever you …
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