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!

 

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 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.

REGISTER NOW

 

 

 

Full Steam Ahead in 2019

Full Steam Ahead in 2019

Full Steam Ahead in 2019

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 from everyone at Client One Securities.

Thanks from everyone at Client One Securities.

Thanks from everyone at Client One Securities.

We appreciate you.

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.

DocuSign May 2018 Product Update

DocuSign May 2018 Product Update

DocuSign May 2018 Product Update

DocuSign is updating their product! You can learn more about this update by clicking here.

Here are some highlights direct from DocuSign’s email update:

Bulk Send Enhancements
Bulk Send allows you to easily and powerfully send hundreds of envelopes at once so you can save time and ensure compliance. And now you can include multiple recipients in each bulk envelope (e.g. an employee and their manager), use any recipient type (e.g. Needs to Sign, Receives a Copy, etc.), and dynamic envelope custom fields to track bulk envelopes better.

Bulk Send is included in Business Pro and above; these enhancements are live in Demo now and will be in Production in May. For more information, take a look at the Support guide.

PowerForms Enhancements
With PowerForms, you can generate on-demand, self-service documents for signature via a unique, secure URL ideal for use cases such as waivers, NDAs, and more. And now you can quickly compose PowerForms with step-by-step guidance, easily download the data from PowerForm responses, and manage or update the templates on which the PowerForms are based.

PowerForms is available in Business Pro and above; these enhancements are live in Demo now and will be in Production in May. For more information, take a look at the Support guide.

Coming Soon
DocuSign says they plan to deliver the following capabilities in upcoming releases:

  • Delegated Administrative Permissions: We are empowering administrators to further control specific functionality and tasks their administrators have on their account with two delegated administrative permissions – Account Settings and Reporting. (Available in Business Pro and above in May).
  • Auto-Activate User Memberships: We are adding the ability for organization administrators to automatically activate user memberships, removing the requirement for users to activate their accounts via email. (Available in the Access Management with SSO add-on and in Enterprise Pro in May).
  • Support for California eNotary: We are expanding support of eNotary to include California (in addition to these nine states) to allow senders to request notarial acts and provide Notaries with the ability to host an in-person signing session within the U.S. (Available in Enterprise Pro in May).
  • DocuSign for Salesforce CPQ: We are adding a Salesforce CPQ extension that enables DocuSign for Salesforce users to send with DocuSign directly from the Salesforce CPQ app, creating a seamless process for configuring, pricing, quoting, and collecting signature. (Available in the DocuSign for Salesforce Managed Package in May).

 

Sponsorship for our 2018 Sales Summit is open.

Sponsorship for our 2018 Sales Summit is open.

Sponsorship for our 2018 Sales Summit is open.

Every year, we come together at the Client One Sales Summit. We learn from one another. It’s another thing that makes us more than just a broker-dealer — we’re extended family. You’re a part of that.

Client One has seen incredible growth the past few years! Last year, our Gross Dealer Commissions (GDC) was up 38 percent, and we’re tracking 25 percent over that this year! Our industry partners are part of that success, we thank you and want to continue your support! Now, let’s keep it going!

If you’re ready to grow your business with Client One, we still have exclusive opportunities and sponsorship opportunities available. Take the main stage, host a breakout session and share your story. This year’s venue is located at the Westin Kansas City at Crown Center on July 16-18, 2018.

If you become a sponsor, we’ll continue to share your story year-round, as well — our partners can gain access to Client One advisors throughout the year with multiple touch points!

Download the sponsorship guide »

Explore sponsorship levels that reveal a multitude of unique ways to reach prospects through the Client One Sales Summit and beyond.

About Client One Advisors

CreativeOne is a diversified financial services organization, and that’s where you’ll find Client One Advisors.

Many of our advisors are versatile, holistic planners who offer securities alongside fixed indexed annuities and life insurance. In fact, our initial advisors joined us due to CreativeOne’s partnership and ease of placing their fixed indexed annuities business. Client One is one of the few broker-dealers that has a deep footprint in the annuity space. Because of this, many of our advisors have significant books of business outside of Client One.

Enjoy More of Kansas City

And while you are in Kansas City, see what other things you can do around town!

Take your first step and contact the Client One team to learn more about a sponsorship today by calling 888.909.9399.

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Member FINRA/SIPC and an Investment Advisor

© 2018 Client One Securities, LLC.