NOTEWORTHY
Accomplishments, advisor testimonials, items of interest… find them all here!
Securities America Exceeds Expectations with Next Level Coaching Program
Advisor David Evenson described his experience in Next Level as, “the greatest thing I’ve done for my business in 25 years.” Read this news release for more information on the success of this proven coaching program.
Securities America Marks 25th Anniversary With 25 Weeks of Community Service
October 2009 -- PRWeb -- Securities America launched "Investing in Our Communities: 25 Weeks of Caring, Giving and Sharing" to celebrate the company's 25th anniversary through community service projects in Omaha and other communities across the country where the firm's employees live and work. Janine Wertheim, senior vice president and chief marketing officer, shares her thoughts in this podcast.
Changing Broker/Dealers is the Best Decision We’ve Made in the Last Ten Years
Successful advisor Denise Fries discusses her firm’s search process, the revelations they experienced as a result of the search, and ultimately why they chose Securities America.
Get Your Pod On
October 6, 2009 -- Transitions Ezine -- An article by Kirk Hulett and Paul Lofties appeared in this online publication for financial advisors. In "Get Your Pod On," they discuss the genesis of Securities America's AdvisorPod.com. The site is designed to provide financial advisors with relevant best practices and actionable tools to help them or her achieve the ultimate business success — in brief 8-10 minute-long podcasts, including the Master Series and Practice Builders.
USAdvisors Network Joins Securities America
October 1, 2009 -- Investment Advisor -- Melanie Waddell reports in B/D News that USAdvisors Network signed an agreement for its affiliated advisors and institutions to join Securities America as a branch office. Securities America senior VP and Director of Branch Development Gregg Johnson said that the integration of USAdvisors Network will increase the number of financial institutions Securities America serves to more than 100. Johnson said that the number of new advisors joining Securities America is up over 56%. "Among new advisors, the number coming from wirehouse broker/dealers has increased by over 42%," he said. "The number of advisors recruited from other independent broker/dealers has increased by 93%."
Is the Road You’re On Taking You Where You Want to Go?
Sometimes you get set on a certain path and you put your head down, keep charging forward and hope at the end of the road you’ll have built a great career for yourself. And then at some point you stop, look up, and say, “Is this really where I want to be? It’s not quite the destination I’d hoped for.” Advisor Grier Laughlin made the transition from a wirehouse environment to independence back in 2005. He still wishes he’d done it sooner.
AdvisorPod logs in over 41,000 hits on iTunes
September 1, 2009 -- Transitions magazine -- In the Industry News section, "AdvisorPod logs in over 41,000 hits on iTunes," Kirk Hulett, senior vice president of strategy and practice management at Securities America is quoted as saying, "At a time when many advisers are looking for a way to maintain a healthy business, AdvisorPod is a way for Securities America to share our knowledge and techniques with the entire industry." Don Patrick, Paul Lofties, and Kirk Hulett are pictured.
