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February Commentary – Special Edition

February Commentary – Special Edition

We’d like to start off by acknowledging the escalating situation arising in Europe. We hold all affected people in our thoughts. Today, we want to keep the words light and focus on a couple of powerful charts to sum up what the Russia-Ukraine invasion could mean for...

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DOL Update for Client One Reps

DOL Update for Client One Reps

After multiple delays, the DOL Fiduciary Rule is back and set to go into effect February 1. If you work with qualified funds, you need to watch! ERISA plans and rollover advice will be covered. This quick video covers things you need to know right NOW to do qualified...

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What do you say during turbulent times?

What do you say during turbulent times?

What tips and tricks are you using to talk about turbulent times? With the upcoming 2020 elections and an unpredictable presidential race, we’re sure to see more turbulence ahead. And with volatility, clients react. It’s not just retirement income. It’s money to care...

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Refuge from Major Equity Indexes in Recent Market Drawdowns

Refuge from Major Equity Indexes in Recent Market Drawdowns

With the recent market down turn and potential turbulence ahead, take a look at one of Client One's growing partners: Bluerock. Their Bluerock Total Income+ Real Estate Fund diversifies through a multi-manager, multi-strategy and multi-sector investment approach....

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Come Back to the Kingdom

Come Back to the Kingdom

Get ready for 2020 Client One Sales Summit! Can't wait to share the line-up and feature our advisors and partners! Here are a few highlights from last year's meeting. We might have included a few that recently happened at the LIV Champions parade in Kansas City!...

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A Year of Self-Reflection

A Year of Self-Reflection

Self-reflection is a humbling process. It’s essential to find out why you think, say, and do certain things… and better yourself. If we had one central theme this year, it’s Stop. Reflect. Learn. This year I’m proud of my team’s focus on evaluating on what they’re...

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