Securities America Concludes Successful Third Annual NxG Conference for Next-Gen Financial Professionals
Two-Day Virtual Event Provides Networking, Best Practices and Inspiration for Rising Professionals
Securities America today announced the successful completion of its third annual NxG Conference, a two-day virtual experience featuring workshops, discussion groups, and networking opportunities aimed at helping top-performing financial professionals in the first 15 years of their careers further develop their skill sets, learn from their peers and build their businesses.
Securities America is part of Advisor Group, the nation’s largest network of independent wealth management firms.
Developed by Securities America’s NextGen Advisory Council and held virtually on June 9 and 10, the highly anticipated conference is one of the numerous innovations introduced to all of Advisor Group as part of the merger in February that brought Securities America and four other former Ladenburg Thalmann firms to the Advisor Group network. Fifty-one financial professionals participated, with an average attendee age of 36.
Jim Nagengast, CEO and President of Securities America, said, “It was truly gratifying to welcome our next-generation financial professionals to continue to grow, learn and network with us through this exciting annual event. These young professionals are – in a literal sense – the future of our business, and we were inspired by their passion and dedication in driving their practices to the next level of client service and performance. Our industry is constantly changing, presenting new challenges and opportunities, and together we are forging ahead to build a bright future for our financial professionals and their clients.”
The first day of the event featured a keynote address from Erin Papworth, CEO and Founder of Nav.it, a personal finance app that helps women manage their money more effectively. Ms. Papworth presented attendees with a “trifecta of the modern financial professional’s playbook,” explaining how curating the client experience, embracing technology and providing value-added content would propel next-generation financial professionals’ success. She also spoke about how her passion for behavioral science, financial technology, and advancing financial literacy spurred her to start her company.
Following the keynote, attendees broke into small groups to discuss how their passions and advances in technology can benefit clients and help them achieve their goals.
The second day featured breakout discussions in which participants collaborated in fast-paced sessions focused on business management and growth; technology; work-life balance; practice acquisition and financial planning, guided by practice management consultants.
Securities America’s NextGen Advisory Council represents the interests of financial professionals under 40 to the firm’s leadership team.
Jamie Price, President and CEO of Advisor Group, concluded, “Millennials already form a sizable portion of the American investor population, and their numbers will only grow as they expand their own portfolios and benefit from generational wealth transfers. These investors need financial professionals who can relate to the needs and dynamics that characterize their financial journeys. Wealth management leaders are in a crucial position to mentor and guide the next generation of financial professionals that will lead our industry in the future. We take pride in that responsibility, and Securities America’s NxG Conference is one way we’re putting this mission into action.”
In addition to Securities America, Advisor Group also includes FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial, Woodbury Financial Services, Triad Advisors, Investacorp, KMS Financial Services and Securities Service Network.