Financial Institutions (FI) Conference
Securities America Bank and Credit Union Advisors, Presidents and CEOs will attend from across the U.S. This two-day conference allows Financial Institution professionals to network with peers, share best practices with other top producers and executives. You’ll hear from professionals from our strategic partners and subject matter experts from the home office to learn how to take full advantage of their investment programs.
Financial Institutions Advisory Council (FIAC)
The Financial Institutions Advisory Council is an opportunity for financial institution advisors to provide insight into current challenges and changes in the financial institutions environment. Additionally, it provides feedback on specific products and services needed to enhance relationships with clients and members. It also creates an opportunity for Securities America’s executive team to communicate the firm’s initiatives and accomplishments while building personal relationships with our financial institution advisors.
CONNECT National Conference
Securities America’s Connect National Conference is a highlight on the calendar every year, as we bring together advisors from around the nation, key home office staff and top industry leaders, speakers and presenters. From advanced concepts to hands-on, in-depth training, these three days of valuable workshops cover practice management, marketing, financial planning, investments, technology and compliance. Hosted in exciting locations around the country, it’s an opportunity to network with peers and share best practices with top producers. As a bonus, advisors are able to earn valuable continuing education credits and state insurance credits through the presentations.
Practice Management Workshops
Securities America is hosting a series of Roadshows, and you’re invited! Our focus for this year will be on the overall client experience. In addition to providing ideas and strategy around defining your ideal client experience, we will also provide an overview of the client-facing technology solutions available to help you implement your strategy. We’ll cover reporting, client texting, virtual meetings, holistic client access, and a range of other technology solutions to help you provide a top-of-industry client experience.
This is the 21st year Securities America has organized this premiere training and networking event for sales assistants, support staff and office managers. Assistant University is a 2-day intensive workshop that provides the opportunity to increase your staff's knowledge in the areas of technology, compliance, operations, and practice management. This conference combines formalized classroom learning in both general and break-out sessions. Assistant University also offers focused small-group discussions, networking opportunities, and "hands-on" use of Securities America's technology to help assistants reach their full potential.
OSJs and acting principals gather to network with peers, discuss challenges and solutions and focus on current and future trends to better maintain and lead a compliant business.