SlideShare uma empresa Scribd logo
1 de 2
NEWS<br />For immediate release<br />Contact:<br />Leslie Swid<br />Impact Communications<br />913 649-5009<br />leslieswid@impactcommunications.org<br />Securities America’s Advisors Connect at<br />2011 National Conference<br />LA VISTA, Neb. (June 23, 2011) –Securities America hosted its annual conference June 11-14, in Orlando, Fla. Focused on the company’s initiatives in the areas of retirement income distribution, business growth and ease of doing business, the conference offered more than 90 educational sessions and attracted nearly 1,000 attendees.<br />“I see only great things ahead for Securities America, for you and for your clients,” President and CEO Jim Nagengast told advisors in his opening remarks.<br />Kicking off the event was Next Phase University, an all-day preconference session dedicated to Securities America’s unique Next Phase Retirement Income Distribution program that advisors can use to distinguish themselves in their markets. On the first day of the main conference, income distribution planning continued to be a focus, with an entire track devoted to the topic, including introduction of three new resources: an Income Distribution Desk, an expanded Client Fact Finder system and new Product Allocation Models. The Income Distribution Desk is the first of its kind in the industry, said Zachary Parker, Securities America director of insurance and annuities.<br />Other highlights of the conference included: <br />Introduction of the unique Unified Managed Account option being offered on the Managed Opportunities platform, which can bring mutual fund wrap strategies and separate managed accounts into one account<br />New Social Media training and compliance initiative that will enable advisors to participate on LinkedIn, Twitter and Facebook, by using Socialware to ensure adherence to regulatory requirements<br />The rollout, free to all Securities America advisors, of a mobile access solution for smart phone and tablet technology<br />Introduction of Interactive Client Surveys, the latest in the New Conversations series, developed in conjunction with Dan Allison and Feedback Marketing Group to help advisors hone their referral strategies<br />Session on data security addressing changes advisors need to make in handling, transmission, storage and destruction of client data<br />This year’s Super Women’s Summit Luncheon, hosted for the fourth consecutive year by Janine Wertheim, Securities America senior vice president and chief marketing officer, featured presentations from top women advisors about creating success in their personal and professional lives as well as their current business growth plans and insights on how they soar in the financial services business.<br />As in years past, the conference included a full day of sessions for assistants and office managers on topics such as marketing and PR, managing client relationships, managing for high performance teams, and saying “goodbye” to filing cabinets. There were also several sessions for associate advisors, including the enhancement of a coaching program to help advisor teams lay the framework for growth and succession planning.<br />About Securities America<br />Headquartered in La Vista, Neb., Securities America, Inc. has more than 1,800 financial professionals nationwide with approximately $46 billion in client assets under their supervision. Securities America Advisors, Inc. is an SEC-Registered Investment Advisory firm with more than $15 billion in assets under management and administration that offers investment management, financial advice and financial planning through financial advisors. For more than 25 years, Securities America’s mission has been to foster the success of financial professionals so they can provide quality, objective counsel and services to their clients. Additional information is available at Securities America.<br />SOURCE: SECURITIES AMERICA<br />Securities America Advisors, Inc. - An SEC Registered Investment Advisory Firm<br />Securities America, Inc. - Member FINRA/SIPC<br />SA346442<br />
Securities America National Conference 2011

Mais conteúdo relacionado

Semelhante a Securities America National Conference 2011

De Angelo Byrd Resume 2016
De Angelo Byrd Resume 2016De Angelo Byrd Resume 2016
De Angelo Byrd Resume 2016
DeAngelo Byrd
 
Career Presentation
Career  PresentationCareer  Presentation
Career Presentation
JulieJenkins
 
The Advantage at Investors Group Winnipeg West
The Advantage at Investors Group Winnipeg WestThe Advantage at Investors Group Winnipeg West
The Advantage at Investors Group Winnipeg West
mignonnorth
 
Joshua Barmer Resume
Joshua Barmer ResumeJoshua Barmer Resume
Joshua Barmer Resume
Joshua Barmer
 
Anthony C Smith Leadership and Interpersonal Skills
Anthony C Smith Leadership and Interpersonal SkillsAnthony C Smith Leadership and Interpersonal Skills
Anthony C Smith Leadership and Interpersonal Skills
Tony Smith
 
Orlando Rosario - Resume
Orlando Rosario - ResumeOrlando Rosario - Resume
Orlando Rosario - Resume
Orlando Rosario
 
Government Capability Statement 2016
Government Capability Statement 2016Government Capability Statement 2016
Government Capability Statement 2016
Karla Gomez
 
iri-older-investors-summit-final-program
iri-older-investors-summit-final-programiri-older-investors-summit-final-program
iri-older-investors-summit-final-program
Tim Keeton, CRCMP?
 

Semelhante a Securities America National Conference 2011 (20)

Identity Theft Coverage - How are Insurers Protecting Their Customers
Identity Theft Coverage - How are Insurers Protecting Their CustomersIdentity Theft Coverage - How are Insurers Protecting Their Customers
Identity Theft Coverage - How are Insurers Protecting Their Customers
 
De Angelo Byrd Resume 2016
De Angelo Byrd Resume 2016De Angelo Byrd Resume 2016
De Angelo Byrd Resume 2016
 
2nd Annual Retail Insurance Summit
2nd Annual Retail Insurance Summit2nd Annual Retail Insurance Summit
2nd Annual Retail Insurance Summit
 
ERE AND FMA HOST FIFTH ANNUAL NON-PROFIT CONFERENCE
ERE AND FMA HOST FIFTH ANNUAL NON-PROFIT CONFERENCEERE AND FMA HOST FIFTH ANNUAL NON-PROFIT CONFERENCE
ERE AND FMA HOST FIFTH ANNUAL NON-PROFIT CONFERENCE
 
Career Presentation
Career  PresentationCareer  Presentation
Career Presentation
 
Money2Conf
Money2ConfMoney2Conf
Money2Conf
 
The Most Influential Leaders in Wealth Management, 2023.pdf
The Most Influential Leaders in Wealth Management, 2023.pdfThe Most Influential Leaders in Wealth Management, 2023.pdf
The Most Influential Leaders in Wealth Management, 2023.pdf
 
The Advantage at Investors Group Winnipeg West
The Advantage at Investors Group Winnipeg WestThe Advantage at Investors Group Winnipeg West
The Advantage at Investors Group Winnipeg West
 
2021 new ways
2021 new ways2021 new ways
2021 new ways
 
Joshua Barmer Resume
Joshua Barmer ResumeJoshua Barmer Resume
Joshua Barmer Resume
 
Todd Aaron Resume
Todd Aaron ResumeTodd Aaron Resume
Todd Aaron Resume
 
Press release restructure_rebrand_redefiningexpectations_long
Press release restructure_rebrand_redefiningexpectations_longPress release restructure_rebrand_redefiningexpectations_long
Press release restructure_rebrand_redefiningexpectations_long
 
Career presentation
Career presentationCareer presentation
Career presentation
 
Anthony C Smith Leadership and Interpersonal Skills
Anthony C Smith Leadership and Interpersonal SkillsAnthony C Smith Leadership and Interpersonal Skills
Anthony C Smith Leadership and Interpersonal Skills
 
The Future of Healthcare Reform Now and More Developments
The Future of Healthcare Reform Now and More Developments The Future of Healthcare Reform Now and More Developments
The Future of Healthcare Reform Now and More Developments
 
Voice of the Advisor Executive Summary
Voice of the Advisor Executive Summary Voice of the Advisor Executive Summary
Voice of the Advisor Executive Summary
 
Orlando Rosario - Resume
Orlando Rosario - ResumeOrlando Rosario - Resume
Orlando Rosario - Resume
 
Customer Engagement and Loyalty Conference 2015
Customer Engagement and Loyalty Conference 2015Customer Engagement and Loyalty Conference 2015
Customer Engagement and Loyalty Conference 2015
 
Government Capability Statement 2016
Government Capability Statement 2016Government Capability Statement 2016
Government Capability Statement 2016
 
iri-older-investors-summit-final-program
iri-older-investors-summit-final-programiri-older-investors-summit-final-program
iri-older-investors-summit-final-program
 

Último

Último (20)

Kurla Capable Call Girls ,07506202331, Sion Affordable Call Girls
Kurla Capable Call Girls ,07506202331, Sion Affordable Call GirlsKurla Capable Call Girls ,07506202331, Sion Affordable Call Girls
Kurla Capable Call Girls ,07506202331, Sion Affordable Call Girls
 
Technology industry / Finnish economic outlook
Technology industry / Finnish economic outlookTechnology industry / Finnish economic outlook
Technology industry / Finnish economic outlook
 
Strategic Resources May 2024 Corporate Presentation
Strategic Resources May 2024 Corporate PresentationStrategic Resources May 2024 Corporate Presentation
Strategic Resources May 2024 Corporate Presentation
 
Benefits & Risk Of Stock Loans
Benefits & Risk Of Stock LoansBenefits & Risk Of Stock Loans
Benefits & Risk Of Stock Loans
 
Female Russian Escorts Mumbai Call Girls-((ANdheri))9833754194-Jogeshawri Fre...
Female Russian Escorts Mumbai Call Girls-((ANdheri))9833754194-Jogeshawri Fre...Female Russian Escorts Mumbai Call Girls-((ANdheri))9833754194-Jogeshawri Fre...
Female Russian Escorts Mumbai Call Girls-((ANdheri))9833754194-Jogeshawri Fre...
 
Significant AI Trends for the Financial Industry in 2024 and How to Utilize Them
Significant AI Trends for the Financial Industry in 2024 and How to Utilize ThemSignificant AI Trends for the Financial Industry in 2024 and How to Utilize Them
Significant AI Trends for the Financial Industry in 2024 and How to Utilize Them
 
Female Escorts Service in Hyderabad Starting with 5000/- for Savita Escorts S...
Female Escorts Service in Hyderabad Starting with 5000/- for Savita Escorts S...Female Escorts Service in Hyderabad Starting with 5000/- for Savita Escorts S...
Female Escorts Service in Hyderabad Starting with 5000/- for Savita Escorts S...
 
Call Girls Howrah ( 8250092165 ) Cheap rates call girls | Get low budget
Call Girls Howrah ( 8250092165 ) Cheap rates call girls | Get low budgetCall Girls Howrah ( 8250092165 ) Cheap rates call girls | Get low budget
Call Girls Howrah ( 8250092165 ) Cheap rates call girls | Get low budget
 
Bhubaneswar🌹Kalpana Mesuem ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...
Bhubaneswar🌹Kalpana Mesuem  ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...Bhubaneswar🌹Kalpana Mesuem  ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...
Bhubaneswar🌹Kalpana Mesuem ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...
 
Famous Kala Jadu, Black magic expert in Faisalabad and Kala ilam specialist i...
Famous Kala Jadu, Black magic expert in Faisalabad and Kala ilam specialist i...Famous Kala Jadu, Black magic expert in Faisalabad and Kala ilam specialist i...
Famous Kala Jadu, Black magic expert in Faisalabad and Kala ilam specialist i...
 
Premium Call Girls Bangalore Call Girls Service Just Call 🍑👄6378878445 🍑👄 Top...
Premium Call Girls Bangalore Call Girls Service Just Call 🍑👄6378878445 🍑👄 Top...Premium Call Girls Bangalore Call Girls Service Just Call 🍑👄6378878445 🍑👄 Top...
Premium Call Girls Bangalore Call Girls Service Just Call 🍑👄6378878445 🍑👄 Top...
 
Kopar Khairane Cheapest Call Girls✔✔✔9833754194 Nerul Premium Call Girls-Navi...
Kopar Khairane Cheapest Call Girls✔✔✔9833754194 Nerul Premium Call Girls-Navi...Kopar Khairane Cheapest Call Girls✔✔✔9833754194 Nerul Premium Call Girls-Navi...
Kopar Khairane Cheapest Call Girls✔✔✔9833754194 Nerul Premium Call Girls-Navi...
 
Bhubaneswar🌹Ravi Tailkes ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...
Bhubaneswar🌹Ravi Tailkes  ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...Bhubaneswar🌹Ravi Tailkes  ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...
Bhubaneswar🌹Ravi Tailkes ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...
 
Seeman_Fiintouch_LLP_Newsletter_May-2024.pdf
Seeman_Fiintouch_LLP_Newsletter_May-2024.pdfSeeman_Fiintouch_LLP_Newsletter_May-2024.pdf
Seeman_Fiintouch_LLP_Newsletter_May-2024.pdf
 
Dubai Call Girls Deira O525547819 Dubai Call Girls Bur Dubai Multiple
Dubai Call Girls Deira O525547819 Dubai Call Girls Bur Dubai MultipleDubai Call Girls Deira O525547819 Dubai Call Girls Bur Dubai Multiple
Dubai Call Girls Deira O525547819 Dubai Call Girls Bur Dubai Multiple
 
20240419-SMC-submission-Annual-Superannuation-Performance-Test-–-design-optio...
20240419-SMC-submission-Annual-Superannuation-Performance-Test-–-design-optio...20240419-SMC-submission-Annual-Superannuation-Performance-Test-–-design-optio...
20240419-SMC-submission-Annual-Superannuation-Performance-Test-–-design-optio...
 
Fixed exchange rate and flexible exchange rate.pptx
Fixed exchange rate and flexible exchange rate.pptxFixed exchange rate and flexible exchange rate.pptx
Fixed exchange rate and flexible exchange rate.pptx
 
Pension dashboards forum 1 May 2024 (1).pdf
Pension dashboards forum 1 May 2024 (1).pdfPension dashboards forum 1 May 2024 (1).pdf
Pension dashboards forum 1 May 2024 (1).pdf
 
Virar Best Sex Call Girls Number-📞📞9833754194-Poorbi Nalasopara Housewife Cal...
Virar Best Sex Call Girls Number-📞📞9833754194-Poorbi Nalasopara Housewife Cal...Virar Best Sex Call Girls Number-📞📞9833754194-Poorbi Nalasopara Housewife Cal...
Virar Best Sex Call Girls Number-📞📞9833754194-Poorbi Nalasopara Housewife Cal...
 
Call Girls in Benson Town / 8250092165 Genuine Call girls with real Photos an...
Call Girls in Benson Town / 8250092165 Genuine Call girls with real Photos an...Call Girls in Benson Town / 8250092165 Genuine Call girls with real Photos an...
Call Girls in Benson Town / 8250092165 Genuine Call girls with real Photos an...
 

Securities America National Conference 2011

  • 1. NEWS<br />For immediate release<br />Contact:<br />Leslie Swid<br />Impact Communications<br />913 649-5009<br />leslieswid@impactcommunications.org<br />Securities America’s Advisors Connect at<br />2011 National Conference<br />LA VISTA, Neb. (June 23, 2011) –Securities America hosted its annual conference June 11-14, in Orlando, Fla. Focused on the company’s initiatives in the areas of retirement income distribution, business growth and ease of doing business, the conference offered more than 90 educational sessions and attracted nearly 1,000 attendees.<br />“I see only great things ahead for Securities America, for you and for your clients,” President and CEO Jim Nagengast told advisors in his opening remarks.<br />Kicking off the event was Next Phase University, an all-day preconference session dedicated to Securities America’s unique Next Phase Retirement Income Distribution program that advisors can use to distinguish themselves in their markets. On the first day of the main conference, income distribution planning continued to be a focus, with an entire track devoted to the topic, including introduction of three new resources: an Income Distribution Desk, an expanded Client Fact Finder system and new Product Allocation Models. The Income Distribution Desk is the first of its kind in the industry, said Zachary Parker, Securities America director of insurance and annuities.<br />Other highlights of the conference included: <br />Introduction of the unique Unified Managed Account option being offered on the Managed Opportunities platform, which can bring mutual fund wrap strategies and separate managed accounts into one account<br />New Social Media training and compliance initiative that will enable advisors to participate on LinkedIn, Twitter and Facebook, by using Socialware to ensure adherence to regulatory requirements<br />The rollout, free to all Securities America advisors, of a mobile access solution for smart phone and tablet technology<br />Introduction of Interactive Client Surveys, the latest in the New Conversations series, developed in conjunction with Dan Allison and Feedback Marketing Group to help advisors hone their referral strategies<br />Session on data security addressing changes advisors need to make in handling, transmission, storage and destruction of client data<br />This year’s Super Women’s Summit Luncheon, hosted for the fourth consecutive year by Janine Wertheim, Securities America senior vice president and chief marketing officer, featured presentations from top women advisors about creating success in their personal and professional lives as well as their current business growth plans and insights on how they soar in the financial services business.<br />As in years past, the conference included a full day of sessions for assistants and office managers on topics such as marketing and PR, managing client relationships, managing for high performance teams, and saying “goodbye” to filing cabinets. There were also several sessions for associate advisors, including the enhancement of a coaching program to help advisor teams lay the framework for growth and succession planning.<br />About Securities America<br />Headquartered in La Vista, Neb., Securities America, Inc. has more than 1,800 financial professionals nationwide with approximately $46 billion in client assets under their supervision. Securities America Advisors, Inc. is an SEC-Registered Investment Advisory firm with more than $15 billion in assets under management and administration that offers investment management, financial advice and financial planning through financial advisors. For more than 25 years, Securities America’s mission has been to foster the success of financial professionals so they can provide quality, objective counsel and services to their clients. Additional information is available at Securities America.<br />SOURCE: SECURITIES AMERICA<br />Securities America Advisors, Inc. - An SEC Registered Investment Advisory Firm<br />Securities America, Inc. - Member FINRA/SIPC<br />SA346442<br />