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 Products, Programs & Services » Wealth Management Statistics show that advisors operating a wealth management business model tend to generate significantly higher revenues than other business models. For example:
Wealth management is more than learning new investment and planning solutions; it means learning new client relationship behaviors and developing an expertise at coordinating professional specialists.
Securities America understands your need to offer comprehensive advice and service to your clients. We're committed to delivering the peer networks, tools, technology and other wealth management resources needed to help you meet all of your clients' financial needs. We can help you provide your clients a broad spectrum of advice and an extraordinary client service experience, all aimed at helping you grow and develop your business.
The Next Level: Building the $1 Million Practice was developed by Securities America's business development experts. The Next Level coaching program is built on proven, real-world best practices of top advisors. This personalized coaching program helps successful advisors reach the next level of success and prosperity. The program focuses on five vital components, constituting dozens of topics that, when addressed in a coordinated way, help advisors break through barriers to optimal success.
Wealth Management Education Modules are designed to train and support advisors in their efforts to shift towards a wealth management business model. The modules offer great training alternatives for representatives who don't want to go through a year-long program.
NextPhase™ Income Distribution Solutions is Securities America's industry-leading array of programs, services, materials and education that advisors can leverage to effectively meet retirees' income needs. As Baby Boomers enter the next phase of their lives, advisors need more than just a conceptual education to help these Boomer clients make their money last as long as they need. Advisors want tangible tools to help meet these new challenges, and Securities America is leading the way.
> Imagine - Your Life Without Limits This attractive series of tools, materials and education resources will help you reach a new level of understanding with each unique client and prospect. The award-winning Imagine book is a discovery tool that captures socio-economic data about your clients, helping you establish their priorities for retirement. The Imagine book has a host of support materials including personalized biography inserts, flyers, letters and more.
> The New Reliability of Income (ROI) ProfileTM This unique profile was developed by Securities America to measure a client's emotional need for guaranteed income. Based on a guarantee factor and a volatility factor, the tool provides a new way to measure client risk tolerance.
> The Income Distribution and 72(t) Support Centers We provide an array of resources to help advisors manage clients' income distribution needs. Resources include client-facing communications like marketing materials, risk assessments and documentation questionnaires, in addition to advisor resources like calculators, strategy/product comparisons, forms, education, training information, and helpful white papers like Capturing the Income Distribution Opportunity. This informative document analyzes several widely accepted distribution strategies -- systematic withdrawal, annuity with guaranteed minimum withdrawal benefit, and time-segmented -- and draws conclusions about when best to apply them.
> The Income for Life Model™ Program This proven and successful program helps advisors plan each client's inflation-adjusted income for life. The model is a valuable tool for managing income distribution planning and comes with a full slate of marketing and education resources that advisors can use with clients and prospects alike.
Outsourcing Financial Planning Tasks can bring you income from annually recurring planning fees, life, disability, and long-term care insurance opportunities, banking opportunities and new asset discovery as part of the financial planning process -- all without consuming your valuable time! Securities America has three levels of in-house planning support: Custom, Select and Fundamental planning services, allowing you to choose the complexity and depth of the plans you need. Complementing our in-house financial planning resources are strategic partners that provide additional planning services in different configurations and in unique and niche markets. These relationships are dynamic and evolving. Please consult your Branch Office Development Consultant for current details.
Peer Collaboration and Strategic Networks are vital to effective wealth management. They allow for professional collaboration with top industry experts and the ability to outsource non-core-competency activities. For advisors who have not developed strategic relationships in their geographic area, Securities America has developed numerous resources for them to access to better serve their affluent clients. These resources can be thought of as virtual wealth management team members -- there to provide education, advanced training, and actionable solutions for affluent clients. Chief among the resources are: > Income Distribution Planning > Charitable Planning> Business Succession Planning > Stock Option Analysis > Cash Management > Financial Planning > Retirement Planning > Mergers and Acquisitions Support
AskSamX will help you leverage the insight, experience and knowledge of your colleagues. AskSamX, which stands for "Ask Securities America Experts," facilitates the sharing of technical and advanced planning ideas among Securities America representatives through a variety of avenues including the AskSamX Rep Directory and the AskSamX ListServe Email Group.
Using Technology to Your Advantage: is at the heart of the most successful wealth managers. A wealth manager must pay attention to the specific, personal needs of their clients, keeping relationships strong, while also devoting time to efficiently and effectively manage the clients' assets. Securities America provides our advisors industry leading technology tools to help best manage both their invaluable client relationships and the assets of high-net-worth clients.
> WealthCheck This account aggregation technology helps advisors see a client's financial "big picture" as well as allowing the advisor to get an overview of their book of business' wealth in aggregate. To give clients complete wealth management services, it's important to see all of the clients' financial information. Securities America's account aggregation technology, WealthCheck, gives clients and advisors a single place to view and manage Securities America accounts in addition to outside financial accounts, providing a more complete view of any client's wealth.
> WealthMonitor, Powered by Albridge Solutions This consolidated performance reporting solution gives you a host of extremely robust performance reporting abilities. Reporting includes both commission-based and fee-based assets, as well as non-brokerage business. Multiple features allow you to automate compiling and preparing client reports, and it provides multiple delivery solutions.
WealthCheck and WealthMonitor Together The pairing of these two robust programs helps advisors get their arms around their clients' complete financial circumstances. Working hand-in-hand, these programs provide insight into your clients' complete financial picture and provide a deeper, clearer understanding of investment performance. You and your clients will gain more confidence that investments are in step with the client's strategies and plans.
Marketing/Lead Generation Systems are helpful when advisors wish to collaborate with other experts, target a particular audience or define their unique niche.
> The Heartland Financial Network This client acquisition program supports advisors who have earned the Certified Financial Educator (CFE®) designation from the Heartland Institute of Financial Education. Advisors who are CFEs offer a broad array of financial education courses to local employers on-site through local universities and colleges. This program allows CFEs to partner with local companies to educate their employees, which in turn builds long-term relationships that will enhance advisors' credentials in their local communities. As a Heartland Financial Network member you will be provided with access to college/university sponsorship for local businesses and organizations.
> Fox College Funding This unique program is designed to educate advisors on how to increase their profits and grow their client base by tapping into the lucrative college funding area. Catering to affluent investors, this program is a turnkey system designed to generate referrals and build a residual, fee-based college funding business. Advisors receive coaching on how to implement college funding strategies into their business.
> The Income for Life Model™ As touched on earlier, this proven retirement solution is focused on providing lifetime, inflation-adjusted income for your clients. Other than The Income for Life Model™, we believe no asset allocation approach places sufficient emphasis on both the present and future income needs of your clients. The Income for Life Model™ is designed to provide an inflation-adjusted income for your clients' lifetimes by using a strategic combination of asset allocation and product selection with the goals of minimizing the impact of emotions, increasing income to help maintain purchasing power throughout retirement, minimizing risk, preserving principal and keeping long-term assets invested appropriately over long periods of time.
The program includes a wide variety of pre-designed marketing and prospecting materials including seminars, invitations, advertisements, letters, brochures, booklets and postcards.
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