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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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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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