A few tips and tricks that I use to make the conversation smooth and also to paint a clear picture for the client so they understand. Fill out the Event Speaker Request Form and the Business Development Unit will follow-up with more information.Our team has over 70 years of combined financial planning experience and spans multiple generations. This is why we are uniquely positioned to help any client. Formal action may be taken at this meeting. Apply. Fill out the form below to get started! We have adopted a set of principles to anchor our company culture. We call them our company Expectations, and they. And if you need customized analysis, consultation, and support relating to a current business owner client, reach out to Clark Capital at 1-800-766-2264. Clark Jennings is the managing director for Crowell Global Advisors' Southeast Asia regional office, based in Singapore.