Special Edition – Sharing the CLA Promise
CEO Denny Schleper asks for our help to share our CLA story with our clients. If our clients better understand who CLA is, they’ll be more apt to turn to us when it comes to the services and needs that they are looking for.
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Transcript
CEO Denny Schleper asks for our help to share our CLA story with our clients. If our clients better understand who CLA is, they’ll be more apt to turn to us when it comes to the services and needs that they are looking for.
Denny: Hello, CLA family. This is Denny Schleper. CLA family, I need your help. I’m putting out this request, but I wanted to share with you some of the observations and experiences that I’ve had recently that has kind of led to this request for your help. When I was at the Wealth Advisory Summit in January, I had a chance to meet with quite a few of our clients across the country And one of the things that became very obvious to me was that the clients did not really know who CLA was.
[00:00:54]
They didn’t understand the extent our geographic spread, our resources, our services–overall our capabilities, much less, the overall culture of CLA. And the more I started thinking about that experience, I thought when it comes to the CLA branding and who we are, what a better way than to work with our 2017 Annual Promise Report that has been recently posted on My CLA, and many of you have seen this and received it already–what a great way to get this information to our clients to help them to really–to get to know us.
If we want to get to know them and help them–part of the CLA promise–wouldn’t it be wonderful if they would get to know us better. Another great advantage of this would be that our ability to be one firm for our clients–that we’re bringing all those capabilities and services that are outlined in this Promise Report–get that into our clients’ hands to really come through as one firm.
[00:02:02]
Also, when it comes to the strategy of seamless integrated services, if our clients better understand who CLA is, they’ll be more apt to turn to us when it comes to the services and needs that they’re looking for. Clearly, we should always be out in front, but wouldn’t it be wonderful if they would be picking up the phone and say, “I understand CLA has these capabilities” and they would turn to us. So here comes the request.
I need all of you, across 5,300 people within CLA, to really spread the news of who CLA is to our clients. Utilize the 2017 Annual Promise Report in every opportunity that you can. I have already sent it out to numerous people and numerous groups, spreading the word of CLA, the brand of CLA. And I’m asking all of you to do this. Client meetings, tax meetings, the assurance meetings, every opportunity that you have to sit down with the client and share this wonderful report and information.
[00:03:12]
I am gonna be sending out, to all of the subscribers of CLA, a message to our clients, and I’m gonna include the annual report as well. It’s okay if they get it multiple times from multiple sources. This is a fantastic way to not only help the CLA brand within our client base, but more importantly, to fulfill the promise of really being one firm and seamlessly delivering all of our service capabilities to our clients.
Ultimate goal, again, really to get to know them and help them. I thank all of you for listening to this and hopefully reacting to the request and the help that, really, CLA needs from all of us as we move forward. Thank you very much.
Denny is the chief executive officer of CLA. As he goes about his duties related to the oversight of CLA’s direction, operations, expansion, and strategy, he is also an enthusiastic ambassador for the CLA Promise. He is fully committed to the firm’s position as a professional services firm that delivers integrated wealth advisory, outsourcing, and audit, tax, and consulting capabilities to help our clients succeed professionally and personally.
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