Securities America Announces Fall Lineup of Educational Events
September 29 2015 - 8:00AM
Business Wire
Independent broker-dealer offers learning
opportunities from peers, experts
Securities America, a wholly owned subsidiary of Ladenburg
Thalmann Financial Services Inc. (NYSE MKT: LTS), announced its
fall lineup of educational events for advisors and their staff.
“Professional development for advisors and their assistants
creates better teams and stronger businesses,” said Kirk Hulett,
executive vice president of strategy and practice management at
Securities America. “By combining our thought leadership with the
real-world experiences of their peers, we give advisors training
they can really implement to grow their practice.”
Technology Road Shows
Recognizing that advisors and assistants learn in multiple ways,
Securities America takes its technology training on the road to
help advisors and their staff get the greatest efficiency possible.
The company’s field technology training specialists will be in
Denver on Sept. 30 and Chicago on Oct. 1, with additional
dates to be added throughout the fall and winter.
“We provide web-based modules, conference calls, quick cards,
videos and articles to help our advisors make the most of
Securities America’s technology,” Hulett said. “The roadshows add
that personal, hands-on approach for those who learn best in that
format. Our summer roadshows maxed out room capacity in every city,
so our advisors see real value in spending their time or their
staff’s time on learning more than the basics of the technology so
they can streamline their office processes and maximize their
efficiency.”
Masters Series Study GroupsFor a sixth consecutive year,
Securities America will offer two sections of this study group for
advisors who qualify for the company’s incentive program. The
groups will meet concurrently Oct. 13-16 in Philadelphia.
The format of the meeting is based on proven techniques of the most
successful industry study groups. Advisors participate in
facilitated discussions of business growth strategies, marketing,
prospecting and business management best practices. Individual
advisors can bring specific business challenges to the group for
help problem solving.
NextPhase Retirement Income Distribution
ConferenceSecurities America will host its NextPhase Retirement
Income Distribution Conference Nov. 2-3 at Amelia Island,
Fla. This two-day conference is for advisors who focus on
clients 50-70 years old entering into retirement. Topics include
how to create an income distribution plan, selecting products to
fit, presenting the plan, and how to track success of the
plan. Guest speakers will cover relevant income distribution
planning topics such as Social Security and healthcare planning in
retirement. An optional pre-conference session provides
instruction for new advisors on using Securities America’s
NextPhase system, powered by Wealth2K.
Managed Money ConferenceAttendees at this conference
Nov. 5-6 in Amelia Island, Fla., will hear from the
third-party money managers with which Securities America partners
about how to build their business and client relationships with
fee-based asset management. Advisors receive an exclusive briefing
on enhancements and initiatives underway at Securities America
Advisors, the company’s corporate RIA, that will give advisors an
even greater competitive advantage. Phil Blancato, president of
Ladenburg Thalmann Asset Management, will provide an economic
overview.
"The Managed Money Conference gave me an excellent opportunity
to hear from multiple managers in 30-minute segments and compare
their philosophies and their results, said Steve Dalton, a
Securities America branch manager from Indiana. "It was the
speed-dating version of evaluating money managers
face-to-face. I had 15 or more money managers pitch their
value proposition to me. I was then able to narrow my focus to
a few specific managers I wanted to bring back to my branch and
introduce."
Branch Manager Study GroupsSecurities America holds
back-to-back study group meetings for branch managers at two
levels: experienced branch managers who qualified for the previous
year’s incentive program and branch managers who want to actively
begin recruiting advisors to their group. This year’s meetings will
be Dec. 1-2 and Dec. 2-3 in Chandler, Ariz.
Participants are polled in advance of the meeting to identify
topics for in-depth discussions on growing and managing a
sustainable long-term profitable business. Branch managers from the
experienced group will serve as panelists during the second meeting
to share how they have built a successful recruiting program in
their branch. Because the focus is on tangible and real world
tactics branch managers can implement, members of the Securities
America branch office development team will be on hand to share
best practices and answer questions. The experienced group will
also plan and discuss branch building initiatives and risk
management policies with Securities America executive
leadership.
“The branch manager study group format is a great opportunity to
learn from the experience and expertise of successful branch
managers,” said Charles Hais, manager of Queen City Financial
Advisors in Cincinnati, Ohio. “We all face similar challenges every
day, so the study group format allows us to discuss and hear how
others handle them. I always come away from the study group with a
page full of action items and ideas that I know will be beneficial
for the branch and the advisors. A key to the success of the study
groups, I believe, has been the willingness of the participants to
share their knowledge of what is working and what is not in their
branches.”
About Securities AmericaSecurities America is one of the
nation’s largest independent broker-dealers with more than 2,000
independent advisors and $60 billion in client assets.
Advisory services offered through Securities
America Advisors, Inc., an SEC Registered Investment Advisory Firm.
Securities offered through Securities America, Inc., member
FINRA/SIPC.
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version on businesswire.com: http://www.businesswire.com/news/home/20150929005070/en/
Securities AmericaNatalie Hadley, 402-399-9111 ext.
4606800-747-6111 ext. 4606nhadley@saionline.com
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