National conference delivers powerful messages, from
Rice, who served as
“I have a lot of confidence in us, because so many times,
On Saturday, the conference took an innovative approach to communicating with Next Gen investors with a live interactive panel. Panelists gave their reactions to prerecorded financial advisor messages through instant response dial technology, which allowed the audience to see the panelists’ reactions. One theme in particular resonated with attendees: Gen X and Y investors want financial advice to help them enhance quality of life in the next five to 10 years, with retirement as a more distant and less urgent goal.
“Retirement is important, but there’s something to be said for enjoying the now,” one panelist said.
Securities America addressed the other side of the equation – the need for more Next Gen advisors in the industry to meet demand as Boomer advisors retire – with an afternoon workshop specifically for advisors under 40 years of age.
“I learned a lot about the opportunities other Next Gen advisors are capitalizing on and got some valuable practice management solutions to incorporate into my practice, whether helping us locate a potential seller, matching us up to a senior advisor through succession planning or teaching us tips to facilitate our own organic growth,” said advisor
In addition to addressing the needs of Next Gen clients and advisors, Securities America brought to the conference a retirement concept different from the traditional brochure pictures of leisure. The 6th annual Super Women’s Summit Luncheon during Connect! featured former
“Instead of seeing the aging population as a problem, what if we see them as a legion of problem solvers?” said Alboher, author of The Encore Career Handbook: How to Make a Living and a Difference in the Second Half of Life. “People in their 50s and 60s are going back to school to prepare for jobs in what we call the encore economy. They don’t want to just use money to leave a legacy they will never see, but to live the legacy.”
Advisors can play a key role in helping Americans plan and fund their second chapters of life, Greenwood said.
“The concept of encore careers gives advisors the opportunity to do well with their business and do good with their clients,” she said. “Advisors can connect with clients in a deeper way, which results in more assets and more clients. Advisors may be the catalyst for clients to do the good they’ve always dreamed of.”
Advisors were also presented with technology updates. Topics included a review of the recently enhanced Vault solution and a preview of the New Business Solutions that are currently in pilot designed to replace existing New Account Setup and New Business Processing systems. The discussion provided advisors in attendance the opportunity to learn how these tools increase efficiency and make it easier than ever to conduct business.
On Monday, Captain
As the kick-off to its 30th Anniversary Charitable Campaign, Securities America hosted an Alex’s Lemonade Stand at Connect!, inviting attendees to join the battle against childhood cancer by drinking some lemonade and donating to Alex’s
The last night of the event culminated in a concert by legendary rock icons Three Dog Night, performing hits from the 1970s to celebrate Securities America’s 30th anniversary.
About Securities America
Securities America is one of the nation’s largest independent broker-dealers with more than 1,700 independent advisors responsible for
Securities offered through
Source: Securities America