By zlevine on December 6, 2011
The average commission per appointment with business closed: $3,500
If 80 people attend your seminar, you should close 20 appointments;
that’s 25% of attending guests.
If you were to close business in 10 of 20 scheduled appointments: $35,000 commission
How does that compare to your initial expenses?
By zlevine on December 5, 2011
“I am committed to leading our registered representatives to success with strategic marketing initiatives, centered around the philosophy of their practice, as President of 4WARD Marketing.” — Kimberly Branch
By zlevine on November 23, 2011
“I am committed to adding value to our representatives’ practices through increases efficiency, continuing education opportunities and streamlining their workflow so they can spend more time with their clients.” –Chris Mueller, Senior Vice President of Operations
By zlevine on November 18, 2011
“I am committed to supplying first-class support by ensuring that our representatives receive personal assistance from all executives, including the president, as a liaison between the home office and our representatives.” —Karla Villarreal, Executive Assistant to the president
By zlevine on November 11, 2011
“Our definition of independence is being able to offer the freedom and choices to meet your clients’ needs with world-class marketing support, easy-to-use technology applications, extensive investment products and quality service, so you can focus on more important things.”—Barry Knight, President of NEXT Financial Group, Inc.
By zlevine on November 7, 2011
“You don’t earn loyalty in a day. You earn it day-by-day! In our way of working, we attach a great deal of importance to humility and honesty. With respect for human value, we promise to serve our customers with integrity. The quality of service depends on the quality of our people.”—Veda Hayes
By zlevine on November 4, 2011
“Our compliance department strives to educate our representatives while balancing the demands of an increasingly complex regulatory environment. The diverse industry backgrounds of our compliance professionals assist with understanding situations from various perspectives, yet still allowing for a consistent application of policies and procedures.” — Robert Schlangen, Chief Compliance officer
By zlevine on November 3, 2011
The portfolios offered by WE2 are:
• Tactical Money Management Portfolios
• Variable Annuity Money Management
• Unified Managed Account Solutions
• ETF Wrap Portfolios
• Mutual Fund Wrap Portfolios
• Strategic Money Management
We encourage you to learn more about the innovative solutions available to you and your clients at www.we2advisory.com.
By zlevine on November 2, 2011
Executives and employees of NEXT Financial Group Inc. (“NEXT”) participated in this year’s Susan G. Komen Race for the Cure® on Saturday, Oct. 1 to help take a stand against breast cancer and show their united support for the cause.
NEXT has previously walked in the Susan G. Komen Race for the Cure® in 2005, 2006, 2007 and 2008.
“This truly is a fantastic event and organization,” said Kimberly Branch, president of 4WARD Marketing Inc., a subsidiary of NEXT. “Every time we participate in the Race for the Cure, it brings us closer as a company, and gives us an opportunity to make a difference for so many people.”
Over 38,000 people—comprised survivors, fighters and supporters—walked in this year’s Race, raising $1.9 million that will go toward funding research, educational initiatives and treatment programs.
By zlevine on October 31, 2011
Clients talk with their friends and family and compare their investment portfolios. The annual client meeting is a perfect time to remind the client that their personal investment portfolio is designed for their specific risk tolerance. Use a graphic illustration to highlight the planning process as well as the importance of their risk tolerance. Bring the focus back to their personal situation.
