WHITE PAPERS
Contact us for more information on any of the resources shown below (click on the paper’s title to access the file). We look forward to being YOUR Business Growth Expert!
Buyer Prepare: Marketing Yourself as a Practice Buyer
Advisors seeking to grow their practice by acquiring other practices, whole or in part, must position themselves as the "buyer of choice" well in advance of the seller placing his or her practice on the market.
Capturing the Income Distribution Opportunity
A historical analysis of distribution philosophies and a solution for today.
Managing Your Practice in a Shrinking Economy
Providing you with fundamental strategie for success during tough economic times.
Building a Million Dollar Practice
For independent advisors wanting to take their business to the next level, there is no better strategy than studying advisors who have already reached that pinnacle of success.
Hindsight 20/20
Compliance Lessons from the Past – Preparing Advisors for the Future.
ARTICLES OF INTEREST
Securities America is in the news! Click on any of the links below to read more.
When Should I Re-Hire?
March 2010 – FPA / Practice Management Solutions – In his regular column, Kirk Hulett discusses what advisors should consider in deciding whether and when to hire additional staff.
Millennials: Tips for Hiring and Working with 20-somethings
March 2, 2010 – FPA Business Solutions Conference - Kirk Hulett, senior vice president of strategy and practice management, gave a presentation at the FPA Business Solutions Conference in Dallas on the challenges and opportunities in leading the millennial generation.
Advisors Get Tips On Hiring And Training Millennials As Employees
March 2, 2010 – Investment Executive – Journalist Grant McIntyre provides an overview on Kirk Hulett’s presentation at the FPA Business Solutions Conference that focused on how to effectively motivate and manage employees who were born between 1980 and 2000.
2010 Broker-Dealer Trends and Analysis
February 18, 2010 – Investment News – Securities America ranked seventh among the top ten independent broker/dealers with reps producing more than $100,000.
Suiting Up
February 25, 2010 -- In her article "Suiting Up," journalist Elayne Robertson Demby discusses the fiduciary status of advisors who work with retirement plans. She interviewed Paul Massey (Paul Massey & Associates, Dallas, Texas) who said he joined Securities America because his previous broker/deal would not allow him to assume fiduciary status with his retirement plan clients. Securities America "allows him to operate within a written advisory service agreement with retirement plan clients and take appropriate fiduciary responsibility."
Next Move 2010 and Beyond: Moving to the Next Level Through Mentoring or Coaching
February 1, 2010 – Registered Rep - Securities America executive Kirk Hulett and registered representative Janice Thompson (president, Strategic Financial Solutions, Inc., San Diego) were interviewed about how coaching can help advisors gain clarity of their business, increase overall life satisfaction and increase revenue. Thompson called Securities America’s Next Level coaching program a "life-changing experience".
