Securities America Launches Innovative New Coaching Program
May 17 2016 - 8:00AM
Business Wire
Increased business challenges driving advisors to seek extra
assistance
To meet a growing demand from financial advisors for
personalized consultation, Securities America, a wholly owned
subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT:
LTS), recently launched its First Friday Coaching program.
The program gives advisors the opportunity to schedule free
30-minute coaching sessions with experienced business consultants
on the first Friday of each month. Participants can receive
assistance with any business-related challenge they’re facing.
First Friday Coaching is an extension of the regular practice
management coaching offered by Securities America and the
one-on-one consultations available at its Connect national
conference and Assistant University conference. Over the three
months since the program was introduced, participation has been
higher than anticipated, said Securities America Senior Business
Consultant Jeff Sietstra.
“Of the new conversations we’ve had during First Friday
Coaching, 60 percent had not engaged with us before,” Sietstra
said.
The bulk of the coaching sessions have addressed growing a
business, finding prospective clients and using the tools and
resources Securities America provides it advisors.
Lisa Dickholtz, a wealth advisor at Dickholtz Wealth Management
in Northbrook, Ill., said she addressed several issues during her
consultation and came away with many helpful solutions.
“It offered me an opportunity to share with a practice
management professional some specific challenges unique to me
and my practice,” Dickholtz said. “He was able to offer ideas,
strategies and resources I haven't thought of or didn't even
know existed. I received a ton of value with a short time
commitment.”
Securities America business consultants are receiving additional
training to prepare for coaching requests from advisors looking for
advice about operating under the Department of Labor’s new
fiduciary rule.
About Securities America
Securities America is one of the nation’s largest independent
broker-dealers with more than 2,000 independent advisors and $58
billion in client assets
Securities offered through Securities America, Inc., member
FINRA/SIPC. Advisory services offered through Securities America
Advisors, Inc., an SEC Registered Investment Advisory Firm.
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version on businesswire.com: http://www.businesswire.com/news/home/20160517005304/en/
Securities AmericaNatalie Hadley402-399-9111 ext.
4606800-747-6111 ext. 4606nhadley@saionline.com
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