Our Latest Insights

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 happened just last week 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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CUNA Mutual Group: Best Content of 2019

CUNA Mutual Group: Best Content of 2019

CUNA's connected with advisors throughout 2019, sharing content designed to assist in building strong relationships with clients. They're highlighting their top items peers have viewed throughout the last year. Take a look at some incredible content and sales ideas to...

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Triton Pacific & IPA

Triton Pacific & IPA

In November, Triton Pacific Securities, LLC announced their new membership with Institute for Portfolio Analytics (IPA). Take a few minutes to learn about their company and how they can help your practice. Triton Pacific, founded in 2001, is a Los Angeles based...

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Watch On: One for the Books

Watch On: One for the Books

We can't thank our sponsors, our reps and advisors enough for an incredible event. Not sure how we're going to top this event, but we're already working on it! Here are a few highlights!  

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Mitch Holthus Kicks Off Sales Summit

Mitch Holthus Kicks Off Sales Summit

Have you booked your trip to KC for the 2019 Client One Sales Summit? Featured Speaker: Mitch Holthus Do you hear that? Does he sound familiar? He should. Mitch Holthus   is the voice of the Kansas City Chiefs and has been since 1994. He is the longest tenured...

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