Join Us for the 2017 Sales Summit

Join Us for the 2017 Sales Summit

Join Us for the 2017 Sales Summit

Every year, we host a Sales Summit to explore and collaborate about the cutting-edge advancements available to those in our industry. It’s where registered reps and investment advisors learn about the latest industry innovations and the teams who help individuals plan, save and retire responsibly.

2017 Sales Summit
September 18-20
Sheraton Overland Park Hotel

Interested in meeting the Client One team? Call 888.909.9399 today to get more details on this exclusive gathering.

During this two-day conference, you will hear from prominent industry speakers proven to motivate and educate you on how to take your business to the next level, and as a bonus, you’ll receive compliance continuing education credits.

Taking the BD or RIA leap? We’ve got both

Taking the BD or RIA leap? We’ve got both

Taking the BD or RIA leap? We’ve got both

We’re different. Here’s why.

When it comes to serving advisors, our hybrid brokerage and registered investment advisory firms have the robust tools experienced advisors look for. Whether you’re looking for a family-feel broker-dealer or need a registered investment advisory firm, we have a place for you.

With Client One Securities, you’ll experience a partnership committed to helping you grow your business, a dedicated team driven by relationships and personal service first and foremost. Here, you’re more than just a number.

We do business differently and welcome the opportunity to discuss how we can move forward together. Give me a call today and let’s connect. Here’s my direct line 913.814.6097.

We saw the headlines.

We saw the headlines.

We saw the headlines.

That’s why we should meet.

Do you feel like you’re being pulled in a new direction and question the personal dedication toward your practice? We think you can’t replace personal service when it comes to growing your business. Being more than just a number is something you deserve, so why not work with a team that provides just that?

Client One Securities is driven by relationships. We’re here to better serve you, listen and get you what you need to succeed. We’re hands on, which is why our advisors know our entire team.

If you’re an experienced advisor who wants to be more than just a number, who wants a partner committed to helping you grow and a team whose actions speak louder than words, you’ve come to the right place.

I invite you to learn more about us. I think you’ll be glad you did.

Please don’t hesitate to reach out. I’m waiting for your call and eager to discuss our partnership opportunity. My direct line is 913.814.6097.

Jeff Eisenhauer to Lead Client One into the Future

Jeff Eisenhauer to Lead Client One into the Future

Jeff Eisenhauer to Lead Client One into the Future

Please join me in welcoming Jeff Eisenhauer as the chief compliance officer and VP of operations of Client One.

Jeff is the former vice president at VSR Financial Services and manager of brokerage operations at financial services firm TIAA-CREF Individual and Institutional Services LLC, where he was involved in creating, developing and leading a broker-dealer from its inception.
His client-centric approach to investments and exemplary commitment to improving the customer experience will enhance our ability to build services and offerings around registered reps’ needs. Because of his extensive experience in the broker-dealer industry and his demonstrated success during the last 25 years, I am confident he will make a positive impact on all the reps here at Client One.

We’re excited to have Jeff here, working on making Client One the best it can be.