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 for parents, pay for their child’s college, or pay for their husband’s long-term care expenses. Tell us how you bring this up during:
Client onboarding – is this a part of the conversation?
How you communicate with clients during turbulent times?
Tell us now!
Share how you set the framework and provide insight to help clients gain confidence, even in volatile times.
Member FINRA/SIPC and an Investment Advisor
© 2020 Client One Securities, LLC.
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.
Download this new-to-market flyer on the Bluerock Total Income+ Real Estate Fund: a potential refuge from major indexes in recent market drawdowns.
Bluerock Total Income+ Real Estate Fund (“TI+” or “Fund”) is a public fund utilizing a multi-manager, multi-strategy, and multi-sector approach. The Fund allows individuals to invest in private, institutional real estate securities alongside some of the nation’s largest endowment and pension plans. The Fund is a continuously offered, non-diversified, closed-end management investment company that is operated as an interval fund.
Bluerock is a preferred partner and sponsor of the Client One Summit.
Available to those with the following securities licenses: 6, 65.
Member FINRA/SIPC and an Investment Advisor.
© 2020 Client One Securities, LLC.
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.
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!
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!