April 2013 - Creative Edge

Connect with more affluent women and accelerate your business growth

Ask any woman about being dissed or ignored in a business situation, and she’ll most likely have a story. It might be about the car salesman who asked her when the decision maker would be arriving. Or about the banker who directed all of his questions to her husband. No matter the situation, she knows… Read More


Keep your social media presence in regulatory shape

April 23 2013

by Client One Securities

Social Media Insurance

Social media is a great way to connect with friends and clients and increase awareness of your business, but for Broker Dealers and Registered Investment Advisors, the SEC and FINRA consider every business related post, comment or “like” on social media sites advertising. With the evolving nature of online marketing, some social media elements such… Read More


Rewarding loyalty through our deferred compensation plan

Creative_Marketing_Deferred_Compensation

As a top producer, you’ve dedicated your career to helping clients prepare to retire comfortably and confidently. We want to help you do the same when it’s your turn to retire. The Creative Marketing Agent Deferred Compensation plan is the first innovative long-term accumulation plan offered by an IMO. It is a benefit available exclusively… Read More