Securities America - Review of Partnership Advantages
Securities America will provide your investment professionals with the tools and coaching they need to make your financial services program successful and profitable.
Partnering with Securities America, you're able to provide your clients and members with access to a wide array of non-proprietary product choices and investment programs. From retirement distribution programs to individually designed financial plans to small business investment solutions, Securities America works with our Financial Institution partners to implement the shared vision of helping people fulfill their dreams.
With over 25 years in the financial services industry and as one of the nation's top independent broker/dealers, Securities America is experienced in providing top-quality customer service and attractive revenue sharing to your financial institution.
Value-Added Services include:
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ongoing training and continuing education opportunities
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hands-on program start-up support and program development consulting
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wide variety of competitive, non-proprietary products
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user-friendly, state-of-the-art technology solutions, including comprehensive client access
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licensing and registration support
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customized marketing materials
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multi-layered compliance and regulatory support
Business Development Solutions
Taking your investment program to the next level
We're committed to helping you improve your program's profitability and efficiency. When you utilize our on-site and confidential Consulting Services, a consultant travels to your Financial Institution and works one-on-one with each investment representative to analyze and uncover areas needing improvement. He or she presents customized recommendations and tools designed to optimize efficiency and productivity, and will coach all personnel through the implementation phase of the suggested enhancements. Program consultation services typically include follow-up coaching, online dialogue and teleconferencing, and historically can result in as much as a 35% increase in GDC/Fees in the year following coaching (compared to an 11% growth for non-participants).
Ongoing Educational Opportunities
Our educational "Perspectives" audio series, "Prosper" newsletter and "Star" bi-monthly newsletter focus on topics ranging from marketing ideas and the latest product innovations to business development ideas, and feature interviews with top producers and industry experts. Additionally, our Business Management Guides provide detailed, step-by-step instructions on how to build and manage a successful financial program. |
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Ongoing Training Opportunities
Securities America's National Conference is a highlight on the calendar every year, as we bring together representatives from around the nation, key home office staff and top industry leaders, speakers and presenters. From advanced concepts to hands-on, in-depth training, these three days of valuable workshops cover practice management, marketing, financial planning, investments, technology and compliance. Hosted in exciting locations around the country, it's an opportunity to network with peers and share best practices with top producers. As a bonus, advisors are able to earn valuable continuing education credits and state insurance credits through the presentations.
Additional learning opportunities are abundant. Hosted regionally, our Business Development Conferences are two-day events featuring advanced sessions on foundational topics like securing your practice, expanding product knowledge and the latest in industry practice management knowledge. Since effective office support staff is key to any successful business, we offer Assistant University – a two-day workshop for office assistants and support staff. It provides a framework to enhance skills in marketing, technology, compliance, office efficiency, client service and much more. Our Masters Forum, Peer Learning Groups, Branch Expansion Network and Group Coaching Opportunities all provide structured environments where financial professionals can network with other successful advisors to increase knowledge and share ideas.
Professional Development Resources:
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Program Management Team: on-site consultation services, marketing coaching, business coaching and more
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Conferences: National Conference, Assistant University, Masters Forum, Business Development Conferences
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Training: Firm Element Continuing Education, online learning resources, individual and group coaching
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Marketing: large library of customizable client materials including brochures, stuffers, signage, cards and more
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Targeted Resources: unique variety of Income Distribution and Wealth Management programs
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