Client One

Sales Summit

July 16-18, 2018

Every year, Client One gathers to rekindle relationships, explore new opportunities and collaborate among industry advisors and our industry partners. It’s a centralized event for advisors to learn about the latest offerings, technology and resources that can help them in their quest to guide clients and in turn, help them save and retire responsibly.

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. The Client One Sales Summit is your opportunity to network and share ideas with top advisors like yourself.

We believe our advisors are more than a number. The passion they bring to their clients is what moves us every day.

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About the Sales Summit

What’s in It for You?
In addition to networking with today’s top advisors and sharing ideas, this year’s attendee package includes the following at no cost to you:

  • Accommodations for two nights at The Westin Kansas City at Crown Center (room & tax only).
  • Full access to the exhibit hall, featured speakers and all educational sessions.
  • Welcome reception.
  • Breakfast and lunch.
  • Off-site group dinner.

Flight and transportation are not included in the attendee package and are at your own expense and arrangement.

You have several choices for transportation to and from the airport and hotel. Call 800.808.1131, or visit www.kctg.com for options and pricing. There are multiple car-rental kiosks located within the airport terminal if you choose to rent a car.

Featured Speaker

John Evans, Jr. Ed.D.

John Evans is featured author in Barron’s and a guru at building client retention and client acquisition. He’s also authored “The Book of WOW,” “WOW 2.0: Igniting Your Business and Your Life,” and “A Genuine Persuasion System.

More about John »

Agenda

Monday, July 16

9:00 a.m. – 4:00 p.m. Exhibit Hall Set Up: Sponsors
12:00 p.m. – 4:00 p.m. Registration
4:00 p.m. – 6:00 p.m. Happy Hour
6:00 p.m. – 6:15 p.m. Welcome: Jeff Eisenhauer
6:15 p.m. – 6:30 p.m. Awards
6:30 p.m. – 6:55 p.m. CreativeOne Partners
6:55 p.m. – 7:00 p.m. Closing Remarks
7:00 p.m. – 9:00 p.m. Dinner

Tuesday, July 17

7:00 a.m. – 8:00 a.m. Breakfast
8:00 a.m. – 8:05 a.m. Welcome
8:05 a.m. – 8:50 a.m. Delaware Life
8:50 a.m. – 9:00 a.m. Break
9:00 a.m. – 9:40 a.m. Breakout Session 1
9:45 a.m. – 10:25 a.m. Breakout Session 2
10:30 a.m. – 11:10 a.m. Breakout Session 3
11:15 a.m. – 11:55 a.m. Breakout Session 4
11:55 a.m. – 12:45 p.m. Lunch
12:45 p.m. – 1:25 p.m. Breakout Session 5
1:30 p.m. – 2:10 p.m. Breakout Session 6
2:15 p.m. – 2:55 p.m. Breakout Session 7
2:55 p.m. – 3:05 p.m. Break
3:05 p.m. – 3:50 p.m. MSG
3:50 p.m. – 4:50 p.m. Compliance & Firm Element: Jeff Eisenhauer
6:30 p.m.- 10:00 p.m. Off-Property Dinner: No Other Pub

Wednesday, July 18

8:10 a.m. – 8:15 p.m. Welcome
8:15 a.m. – 9:00 a.m. PAC
9:00 a.m. – 9:45 a.m. GeoWealth
9:45 a.m. – 9:55 a.m. Break
9:55 a.m. – 10:35 a.m. Breakout Session 8
10:40 a.m. – 11:20 a.m. Breakout Session 9
11:20 a.m. – 11:25 a.m. Break
11:25 a.m. – 12:10 p.m. Keynote Speaker: John Evans

Venue

Join Us in the Heart of Downtown Kansas City

The 2018 Client One Sales Summit will be held at The Westin Kansas City at Crown Center, superbly situated in the heart of downtown Kansas City. The Westin Kansas City at Crown Center offers hotel guests an impeccable location from which to experience this thriving Midwestern metropolis, and offers direct access to Crown Center, which features 85 acres of shops, restaurants and local attractions.

When you register for the Sales Summit, a room reservation will be made in your name at The Westin Kansas City at Crown Center for July 16-18, 2018 (unless you indicate you will not need a room on your registration). Please do not contact the hotel for reservations.

For more information, visit The Westin Kansas City at Crown Center.

Getting to The Westin Kansas City at Crown Center

You have several choices for transportation to and from the airport and hotel. Call 800.808.1131, or visit www.kctg.com for options and pricing. There are multiple car-rental kiosks located within the airport terminal if you choose to rent a car.

The Westin Kansas City at Crown Center
1 East Pershing Road
Kansas City, MO 64108
Get Directions

Sponsors

FAQ

What are the criteria to attend the Client One Sales Summit?
You must be an advisor through Client One Securities or receive a special invitation to attend the Sales Summit.
What sessions must I attend to receive CE credits?
Client One advisors must attend specific sessions to receive their annual firm element and earn continuing education.
What do I need to know to make my travel arrangements?
Please refer to the schedule of events for the Sales Summit start and end times to determine a timeline for your flight. The airport code for Kansas City is MCI.
How do I get from the airport to the hotel and back?
You have several choices for transportation to and from the airport and hotel. Call 800.808.1131, or go to www.kctg.com for options and pricing. There are also many car-rental kiosks in the airport terminals.
Is there a cost to attend?
There is no cost to attend all sessions and functions, as per the agenda. Flight costs and transportation are not included and are the sole responsibility of the attendee.
How do I reserve a room at The Westin Kansas City at Crown Center?
By registering, you will automatically be added to a rooming list, securing a room in your name, for July 16-18, 2018. There is no need to call the hotel for reservations. Room type is based upon availability at check-in. For more information, visit The Westin Kansas City at Crown Center. Click here and register now.
Will I be required to provide a credit card upon check-in at The Westin Kansas City at Crown Center?
Yes, you will be required to provide a credit card for incidentals. Client One will pick up the cost of room and tax for two nights, July 16-18, 2018.
What is appropriate attire for the Sales Summit?
The attire for the Sales Summit is business casual.

Contact

We look forward to seeing you at this year’s Sales Summit. We are available to answer questions you may have about our event. Please call 888.909.9399 or email c[email protected] and we’ll get back to you!

Member FINRA/SIPC and an Investment Advisor
© 2018 Client One Securities, LLC.

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