A live panel of Gen X and Gen Y investors and SAM Talks, Securities
America’s take on the popular TED Talks, top the list of highlights for
the independent broker-dealer’s Connect! national conference June 20-23
in San Francisco. Securities America is a wholly owned subsidiary of
Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS).
The conference opens with keynote speaker Condoleezza Rice, former
National Security Advisor and U.S. Secretary of State under President
George W. Bush. Legendary rock band Three Dog Night will perform Sunday
night. Captain Richard Phillips, inspiration for the Oscar-nominated
film Captain Phillips and author of A Captain’s Duty: Somali Pirates,
Navy SEALS and Dangerous Days at Sea, will close the conference.
“We wanted to mark Securities America’s 30th anniversary year with a
special line up of speakers, education and entertainment for our
advisors,” said Kirk Hulett, executive vice president of strategy and
practice management. “Connect! gives our advisors and their staff access
to the foremost industry thought leadership on every aspect of growing,
perfecting and securing a financial practice.”
The conference takes an innovative approach to the industry focus on how
to best engage and serve Generation X and Y investors with a live
interactive panel. Panelists will watch prerecorded messages from
financial advisors and give their instant responses through a dial. The
audience will be able to watch the panelists’ reactions and hear their
feedback on the messages. Panel moderator Lee Hartley Carter of
Maslansky & Partners said Securities America is the first financial
company she’s worked with to focus on the communications gap between
advisors and Next Generation clients.
“This session lets advisors see the ‘thought bubbles’ over the clients’
heads,” Carter said. “Clients themselves are training the advisors on
what they want to hear, what they want to be told, what they want to be
educated on and how they want to be interacted with.”
In its own version of the popular TED Talks, Securities America has
invited three top advisors to share their insights:
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Chad Parmenter, Mirus Planning, Kirkland, Wash.: It is easy for
advisors to be distracted and overwhelmed by the myriad of things they
face each day, sometimes becoming their own worst enemies. Parmenter
will make the case that by doing less, it is possible to influence
more of what advisors want.
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Paula Dorion-Gray, Dorion-Gray Retirement Planning, Crystal Lake,
Ill.: As part of her growth and succession plan, Dorion-Gray
made the decision to evolve to an ensemble practice. She will discuss
the changes she is seeing in her practice, how her advisor partners
are making changes and the affect of her new role on her, her staff
and their clients.
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Howard Slater, Cedar Brook Financial Partners, Mayfield Heights,
Ohio: Everyone will face adversity at some point, personally and
professionally. Learning to find opportunity in challenging situations
can bring unexpected growth and satisfaction in all aspects of life.
Three pre-conference sessions hit waiting list status weeks before the
conference started – Using Technology to Achieve Unparalleled Office
Efficiency, Asset Management Solutions for Increasing Scale and
Efficiency, and Estate Planning Toolbox: How to Build a More Profitable
Business. During the conference, advisors can choose from among 80
education sessions, network with peers and gain insight from thought
leaders throughout the industry.
About Securities America
Securities
America is one of the nation’s largest independent broker-dealers
with more than 1,700 independent advisors responsible for $50 billion in
client assets.
Securities offered through Securities America, Inc., member FINRA/SIPC.
Advisory services offered through Securities America Advisors, Inc., an
SEC Registered Investment Advisory Firm. Securities America is not
affiliated with any other entity named.
Copyright Business Wire 2014