Securities America’s team stands ready to help your business grow in ways you’ve never imagined. Our innovative solutions and proven programs are just the tip of the iceberg when it comes to finding ways to help you run a more profitable and satisfying practice. In fact, Cerulli Associates called Securities America a vanguard in practice management in their first quarter 2008 newsletter, The Cerulli Edge.
Participants utilizing our Business Consultation Services have experienced three times the growth in GDC/Fees in the following year, compared to non-participants (average of 35% vs. 11% growth). These consulting services typically include follow-up coaching, teleconferencing and online dialogue. All consulting programs, whether conducted on-site or off, include a confidential analysis of your business, and each is designed to provide customized, personal advice and coaching on how to better organize and manage your business to meet your specific goals. Coaching is provided for you and your staff to best implement and manage the change process.
Our yearly National Conference, regional Business Development conferences and Assistant University are just a few of the opportunities we provide for you and your staff to network with peers while learning the latest ways to improve your business.
Our online resources like the EduCenter give you 24/7 access to professionally created training libraries on a wide variety of topics. The Learning Management System delivers and tracks your Firm Element Continuing Education requirements. The PC Support Center is an online resource for all of your technology needs. And the Training Calendar is an interactive source for all live training webcasts and conference calls held weekly, and open to advisors and their staff free of charge.
- A multitude of other resources are available to you in your efforts to improve your business. Just a few examples include:
- free books and guides on hiring and managing staff
- custom programs like HR Advantage and Payroll Maxx to help with HR needs
- practice acquisition, continuity and succession planning services
- branch expansion network for firms looking to add representatives
- on-site technology consulting
- one-on-one training for your new assistant
CLICK HERE for more in-depth information on all of our Practice Management programs and services!
