Marketing Growth Cornerstone’s radio show presence plus digital channels like Fusion Ads and Calendly provide a scalable lead-gen platform. Recommend implementing a compliant CRM with marketing automation to capture and nurture inquiries, plus topic-based retirement planning campaigns to convert prospects.

Security & Compliance As a small but regulated financial services firm, they will benefit from formal security and compliance upgrades to support growth. Propose enabling SOC 2 style controls, data encryption, a secure client portal, and governance around onboarding and communications, with integration to Kalos platforms while preserving independence.

Digital Experience The tech stack includes Calendly, Formidable Forms, Elementor, NitroPack and Microsoft 365; there is room to accelerate onboarding and client service with a streamlined self-service portal, secure e-signature, and automated intake workflows to improve conversion and retention.

Portfolio Growth Active public equity investments demonstrate a hands-on investment approach that can attract clients seeking guidance. Position offerings around retirement planning, estate planning, tax optimization, and small business retirement services to grow assets under management and expand cross-sell opportunities.

Partnership & Growth Current relationships with Kalos Capital and Kalos Management present opportunities for co-marketing, referrals, and expanded service packages in the Las Vegas market. Additionally, there may be demand for back-office outsourcing, marketing support, and client education events to scale operations.