You need a company with technology that allows you to become more efficient, productive and profitable; technology that allows you to gain greater efficiency where it counts — with your clients. Our intuitive, online technology empowers you to collaborate with clients anytime, anywhere and on any device.
Our award-winning, forward-thinking coaching programs incorporate innovative techniques and exclusive tools proven to improve efficiency and propel growth. Coaching has long been the cornerstone of our value proposition because, frankly, it works. Seventy percent of Securities America’s current million-dollar producers have advanced their business by engaging practice management through coaching.
You are dedicated to helping clients plan their financial futures, but sometimes you need help putting plans in place to ensure your practice transitions smoothly when joining a new advisory and brokerage firm. We have experts to help guide you with buying, selling and continuity.
To grow a practice in today’s dynamic and evolving marketplace, you need to deliver outstanding advice and service while managing an efficient business. Our wealth management platform is built on an innovative open-architecture that provides easy access to money managers, programs, integrated applications like financial planning tools and custodians.
Our Retirement Income Consulting Team provides you with exceptional product support and consultation on retirement income planning strategies, advanced annuity case design, book reviews, and education. They can also help you learn to grow your business using NextPhase, a streamlined retirement income planning tool and support package that helps ensure your clients have enough income in retirement and helps you better define your practice using sophisticated retirement income distribution strategies.
Through constant open communication with our financial professionals and their assistants, and by putting ourselves in your shoes, we relentlessly pursue improvement for every facet of your experience. In fact, many of our best technology and system enhancements were originally suggested by our financial professionals and assistants. Culture and service, though intangible, play a big part in a successful relationship with your broker-dealer.
Ready for an Extraordinary Partnership?
If you are an existing financial professional interested in joining our firm, please complete the form. All information is confidential.
If you are an existing financial professional interested in joining our firm, please complete the form below. All information is confidential.