Securities America Receives Industry Award for Next Level Coaching Program
October 12 2016 - 7:00AM
Business Wire
Securities America, a wholly owned subsidiary of Ladenburg
Thalmann Financial Services Inc. (NYSE MKT: LTS; LTS PrA), is the
2016 recipient of the WealthManagement.com Industry Award for
Practice Management in the division of broker-dealers with more
than 1,000 representatives.
The award is in recognition of Securities America’s Next Level
Coaching with Revenue Diagnostic program. Since being introduced in
2008, this nine-month coaching program has continued to grow and
evolve. The latest enhancement came in 2015 with the addition of
the Revenue Diagnostic, which produces reports showing revenue by
household, predictions for practice performance and assets by age.
The diagnostic also includes two hours of consultation with a
practice management expert.
Participants in 10 Next Level classes gathered, on average, 128
percent more assets in the 24 months after the program than they
had in the 24 months leading up to it. Advisors who completed the
program increased their assets under management by an average of 81
percent over a randomly selected control group.
Securities America already has plans to update the Next Level
program to help advisors adapt as new regulations such as the
Department of Labor’s fiduciary rule continue to reshape the
financial services industry.
“We’re not going to stop here,” said Kirk Hulett, executive vice
president of strategy and practice management. “We’re going to keep
innovating with new practice management tools and coaching
solutions to help advisors be the best owners and managers of a
practice they can be, so they can provide great quality advice to
their clients for life.”
Now in its second year, the WealthManagement.com Industry Awards
program recognizes the companies and organizations that support
financial advisor success to inspire innovation and leadership in
the financial services industry.
The 2016 awards were presented Sept. 29 at a ceremony in New
York City. Randy Reed, Securities America, vice president of
application development, accepted the award for the firm.
About Securities AmericaSecurities 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/20161012005083/en/
Securities AmericaNatalie Hadley, 402-399-9111 ext. 4606
or 800-747-6111 ext. 4606nhadley@saionline.com
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