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!
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.
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.
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.
I wrote an article a little over 18 months ago on what it meant for me to make the move to Client One Securities. It’s been two years since I made the move to Client One and here’s what I’ve learned; more importantly, what I’ve experienced.
Simply put. When it comes to choosing a partner, it comes down to a few core attributes: work ethic, attitude, trustworthiness and dependability. Did I make the right leap? Yes! I’m solidified in my decision and see every day why values matter, a team’s work ethic and go-getter attitude can be powerful. I think we can say the same for many of our advisors too. Here’s why. Let me give you a little back story.
This year we wanted to do something special for one of our most valued team members at the home office. We secretly launched the first ever President’s Award, asking advisors to nominate one home office employee. For countless responses, our advisors said, “We have to choose one?”
Here are just a few of the quotes advisors said about the Client One team:
“Their consistency to surpass all expectations makes them unique. This person is raved about behind the scenes in our office.”
“They’re always ready to help in anyway they can. They do this with a smile on voice which makes them cool to work with.”
“This lady is always and I mean ALWAYS on her game. She knows her “stuff” and if she doesn’t know she will find out. She has superb customer service in getting right back to me and she does it with a smile on her face. I love that….”
“We have to choose the best? It’s nearly impossible. It’s extremely tough to pick just one person. Everyone is great. Everyone treats me like I am the only advisor they have to attend to. I really can’t think of a higher compliment than that.”
When you’re looking at a sea of broker dealers, it’s the personalized service behind the scenes and dedication to your team that can help your business thrive and eliminate stress. When you hear raving comments like these about your team, you know you work with some incredible professionals. We’re successful because of our advisors/reps and the dependable team mates at the home office.
2018, Booyah.
Fair winds in 2019.
Jeff Eisenhauer, President, CEO
Thanks for attending the 2018 Sales Summit! We had a great time seeing everyone. The summer is always one of our favorite times, because we know we’ll get to see all the far-flung members of our Client One Securities family. There’s never enough time together; however, we know we’ll get to see you next year, too! Until then, take a look at these photos and videos. Enjoy the memories!
The 2018 Sales Summit Video:
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FOR FINANCIAL AND PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.