Dec. Newsletter – Final

2017 4th Quarter Newsletter
View this email in your browser
Clearpoint Agency website refresh  

We recently launched a new website! It showcases how Clearpoint Agency helps brands grow through our award-winning PR programs, content strategies and lead generation campaigns. The new site also reflects our Southern California roots.

Check it out for yourself by visiting

Meet our newest team member
Tessa Mitchell, Director of Integrated Strategies 
With a 15-year proven track record of building strong brands, launching new products, and delivering profitable market share growth, Tessa Mitchell will be a great addition to the Clearpoint Agency team. She also has in-depth experience developing and executing strategic plans, establishing brand voice and architecture, and leading creative strategy and advertising initiatives. Additionally, she has held high-level leadership roles at global and domestic companies.

Read more about Tessa and the Clearpoint Agency team here…

Recent client editorial coverage

NBC San Diego  Labiotech.EU  KPBS  SDMetro  The San Diego Union- Tribune
Bank Investment Consultant  The Reset  10 News  Talking New Media  The Daily Transcript  
San Diego Beverage Times  Fierce Biotech  San Diego Business Journal 
Atria Wealth Solutions Acquires CUSO Financial Services and Sorrento Pacific Financial

The deal to acquire our clients, CUSO Financial Services (CFS) and Sorrento Pacific Financial (SPF), by Atria Wealth Solutions has closed.

Atria Wealth Solutions (Atria), a modern wealth management solutions holding company, completed the acquisition of 20-year-old CFS and SPF, sister companies which have built successful investment programs inside credit unions and banks, on November 30. CFS/SPF will continue to operate as subsidiaries of Atria, and co-founders Valorie Seyfert and Amy Beattie will continue to lead CFS/SPF.

Read the press release to learn more. 
Musings from the Clearpoint blog
5 LinkedIn Mistakes That May Be Costing You

With about 500 million members across 200 countries and territories and two new users estimated to join every second, LinkedIn is the largest business social network. Three million users share content on it weekly and 44 percent of users are estimated to earn more than $75,000 a year.

It’s no surprise then that LinkedIn’s vast, connected audience can hold huge potential to meet partners, customers and prospects, drive traffic to your site, and increase your relevance in Google searches – but only if you paint an accurate picture of your company and expertise, and play by its code of conduct. 

Click here to see if you are falling victim to these 5 common LinkedIn pitfalls. 
A quote from one of our happy clients
“Many thanks for all you and the Clearpoint team do to help us gain positive exposure in the San Diego market! Your continued in-depth understanding of how our Advisors successfully engage with clients and the importance of using intellectual capital has helped to communicate a consistent message to the public. Without your persistent interactions with the media we wouldn't have the ability to share these concepts with the broader public. We very much appreciate all your efforts and the results of those efforts."

Chris Kurdziel, Assistant Market Director, San Diego, UBS Wealth Management Americas
Best wishes from the Clearpoint Agency team for happy holidays and a healthy and prosperous new year! 
Follow us on social media for our take on PR, digital media, and agency news.
Copyright © *|CURRENT_YEAR|* *|LIST:COMPANY|*, All rights reserved.

Our mailing address is:

Want to change how you receive these emails?
You can update your preferences or unsubscribe from this list