Securities America Unveils Redesigned Advisor Content Site
October 13 2015 - 8:00AM
Business Wire
Securities America, a wholly owned subsidiary of Ladenburg
Thalmann Financial Services Inc. (NYSE MKT: LTS) unveiled a
redesigned content site for its advisors. Called simply the
Business Center, the site complements and integrates with the
firm’s Resource Center operations reference site and award-winning
Advantage workstation to create a comprehensive online experience
for advisors.
“Securities America prides itself on listening and responding to
our advisors’ needs and requests,” said Janine Wertheim, president
of Securities America Advisors, Inc. and senior vice president and
chief marketing officer of Securities America, Inc. “When we began
thinking about creating the new site, we started by gathering
suggestions from members of our Advisory Council, Branch Manager
Council and Sales Assistant Advisory Board.
“After that, we interviewed advisors, their staff and home
office employees to see what new features and functionality they
thought would be most helpful,” said Wertheim. “We also visited
advisors’ offices and watched them use our existing site to observe
what items they used most, what they hoped to find and which areas
were the easiest or hardest to use. Once we summarized what we
needed to improve, we researched best practices for websites.”
In response to requests to make the Business Center simple and
intuitive, content is organized by the tasks advisors want to do,
such as “Growing Business,” “Staying Compliant” and “Running Your
Office.” A ‘Google-like’ search tool and the ability to “favorite”
website pages enable users to find relevant information quickly and
easily.
The home page includes an interactive corporate events calendar,
an activity feed with daily notifications from the home office and
rotating carousels highlighting Securities America’s and product
sponsors’ programs and services. Motivational widgets help advisors
track their individual daily and long-term activity goals, as well
as AUM and GDC goals. For example, the Ideal Day widget lets
advisors customize the activities that make up their ideal work
day, then check them off each day as they complete them. A “contact
us” button links to a Securities America corporate phone book and
list of email addresses.
To promote interaction with peers, the new site hosts online
discussion forums for advisors, branch managers, graduates of the
broker-dealer’s Next Level coaching program, study groups, women
advisors and office assistants. The entire site is mobile-enabled,
allowing advisors to access it any time, any place, on any
device.
About Securities America
Securities 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/20151013005304/en/
Securities AmericaNatalie Hadley, 402-399-9111 ext.
4606800-747-6111 ext. 4606nhadley@saionline.com
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