Jan 29, 2020
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 doing and how it we can better-impact our registered reps and advisors. Our team has spent much of the year building the foundation and framework for better paperless processes and preparing to implement an industry-leading commission system.
As the industry and technology evolve, we’re changing accordingly. Despite multiple regulation changes, the SECURE Act, impeding elections, and many more external factors, our reps and advisors have not only succeeded they’ve grown. In the past two years, Client One has grown more than 40% and we continue to grow through referrals and word of mouth. And to brag, much of this growth is organic. To me, it’s obvious our reps and advisors strive for greatness and betterment.
As we look to 2020, our strategic initiatives set forth are designed to take steps in our journey of greatness. While we have made great strides, the road ahead is arduous. I believe to the core that through hard work, working “for” our reps, we can move into the future confident that we have the tools, skills, knowledge and motivation to be more.
As we approach 2020, I challenge our reps to stop, reflect and learn. Only good things will come.
And remember, you have a team behind you.
Jan 27, 2020
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 grow your practice:
Cuna Mutual Group is a preferred partner and sponsor of the Client One Sales Summit!
Nov 6, 2019
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 private equity firm offering tax advantaged income and growth investment programs for both accredited and non-accredited investors. The firm focuses on investing in established companies that exhibit attractive fundamentals within varied industries (Restaurants, Healthcare Services, Financial Services, Financial Services, Business Services, Software, Lite-Manufacturing and Consumer Goods). Triton Pacific Securities, LLC, founded in 2005, is captive managing broker-dealer for Triton Pacific related investment offerings.
Learn more about Triton Pacific »
Triton Pacific Capital Partners is a preferred partnership and sponsor of the Client One Sales Summit!
Jul 18, 2019
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 play-by-play voice in Chiefs franchise history. In addition to his play-by-play duties, Holthus also hosts the “Minute with Mitch” television series seen and heard in five states, and he hosts the “Chiefs Insider” television show. He has appeared on ESPN, FOX and other national outlets.
Get a backstage pass.
During the Sales Summit, you’ll get to go 
behind the scenes at Arrowhead Stadium, home of the Chiefs, where you can attend the award ceremony and tour the facility.
Now is the time to act.
We understand it’s a busy time. But if you want — or need — to attend the Client One Sales Summit in 2019, now is the time to register. We need to know to save a place for you. Don’t delay! We’re looking forward to seeing you.
