Local Financial Services Organization Enhances Professional Development Offerings

Sept. 14, 2010 - PRLog -- Local financial services firm, Capitol Financial Solutions, has entered into a strategic alliance with The Cassara Clinic, a nationally respected professional development and coaching organization, announces Robert C. Turner, CLU, President and CEO of Capitol Financial Solutions (CFS). With main offices located in Raleigh, NC and Richmond, VA, Capitol Financial Solutions (CFS), a member of John Hancock Financial Network, is focused on providing financial representatives with world-class products, support and services to build their practices and deliver comprehensive financial solutions their clients.

This new strategic alliance is designed to enhance and extend the professional development resources Turner offers to his financial representatives, affiliated specialty financial services firms as well as third party advisors such as attorneys and CPAs who work with his firm.  

“One foundation of our success is to strive for continuous improvement through life-long learning,” he explains. “By teaming up with The Cassara Clinic, which is led by Lou Cassara, CLU, ChFC, one of our industry’s top financial advisors and professional development coaches, we can provide our own associates, brokers and strategic alliances with industry leading professional development programs that include workshops, one-on-one coaching, and online university offered by Lou and his firm.”

For over 25 years The Cassara Clinic has focused on providing professional development that helps financial representatives and business professionals gain the clarity, confidence and capability that will help them to attract, connect and commit to significant client relationships. The Clinic has helped develop thousands of entrepreneurs to create significant relationships using powerful strategies that equip each participant to become skillful cultivators of productive and profitable client relationships. “For associates and third party advisors, it’s a way to establish deeper, more collaborative long-term relationships with clients,” comments Cassara, who is also a nationally ranked author, speaker and teacher on communication and client relationships.

Scott Sorrell, an investment advisor representative with CFS, has already found great benefit from the coaching and training available through The Cassara Clinic. “Participating in this program has been transformational for me in terms of creating deeper connections with my current clients, ramping up my service capabilities, and attracting new clients.”
Capitol Financial Solutions recently announced a new affiliation with The Financial Resource Network which is also led by Lou Cassara and helps business owners and high net worth professionals be better educated, organized and prepared for the inevitable financial issues that they face.

Says Turner, “We feel that by entering into these types of strategic alliances and affiliations that we are fulfilling our mission to continually bring the best, most competitive services and resources to our financial representatives and our affiliated firms across North Carolina and Virginia which in turn allows them to best meet the need of their clients and to flourish professionally.”

About Capitol Financial Solutions
Capitol Financial Solutions, a member of the John Hancock Financial Network, has a team of over 80 experienced professionals who are licensed and trained to help their clients achieve their financial goals. The firm’s reputation is based on the strong relationships formed with clients in combination with a commitment to service excellence. Capitol Financial Solutions provides clients with a dynamic opportunity encompassing value-added support services, an open architecture of financial services offerings, and a strong, ever-growing team of financial professionals and advisors who are attracted to the firm’s robust practice management and product resources.  

Capital Financial Solutions> is independent of John Hancock and Signator Investors, Inc. Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc. Member FINRA, SIPC, a Registered Investment Advisor and Broker/Dealer for  John Hancock Financial Network. 201-20100813-57776

# # #

Capitol Financial Solutions, a member of the John Hancock Financial Network, has a team of over 80 experienced professionals who are licensed and trained to help their clients achieve their financial goals.