NEXT Financial Group will send out operations updates to all of our representatives through e-mail first. These emails will go over policy changes, procedure adjustments, and other important information valuable to you. These emails will come to you at least once a month and will have the subject line “Operations Update” with the date of the update following.
We initiated operations updates in 2008 and have found that NEXT Financial Group representatives find them informative. Recently we’ve decided to streamline these updates and developed a strategy to make receiving and finding this information more accessible.
After sending out the e-mail blast with the operations update NEXT Financial Group has been sent out via blast email, we will post the communication with any associated attachments on under NEXT Service/ Blank Forms under the heading of Operation’s Updates located in the lower right hand side of the page.
Following the e-mail blasts we will conduct conference calls on every third Thursday at 10:00am CST. Information like an agenda and other attachments will be sent out via e-mail prior to the conference call. NEXT Financial Group conference calls typically last 45 minutes to one hour, with 15 minutes left for questions.
NEXT Financial Group Informs Their Representatives
By blogadmin on July 21, 2010
NEXT Financial Group Holds National Education Conference
By blogadmin on May 20, 2010
Over 420 people recently convened at the pristine Loews Lake Las Vegas Resort for NEXT Financial Groups National Education Conference. The conference was attended by registered representatives, premier partners in business, and a strong line-up of prominent industry speakers from throughout the United States. NEXT Financial Group is a seven-time broker dealer of the year* and presented the educational forum on ‘Building Business Together – A Renewed Investment in You’.
Hundreds of attendees learned about current trends related to regulations and had the opportunity to be involved in over 70 sessions. These sessions were designed to be educational, business building workshops and presentations. Several keynote speakers were in attendance including ESPN analyst, Dr. Kevin Elko, retirement and investing expert, Dr. Greg Salsbury, and economic and financial commentator, Dr. Jeffrey Rosensweig. Representatives were given a great opportunity to engage in the sessions and communicate with the speakers in a question and answer session.
Barry Knight, President of NEXT Financial Group, was thrilled with the conference and noted his enthusiasm for the commitment to growth and education displayed by the attendees.
NEXT Financial Group News
By blogadmin on May 13, 2010
One of NEXT Financial Group’s partner companies, Pershing is able to help support representatives with many services available. They are a global provider of solutions for businesses like yours. They work with over 1,100 institutional and retail financial organizations and collectively represent almost six million organizations.
With NEXT Financial Group and through Pershing, you are able to participate in many technology solutions like Subscribe, Bond Central, NEXT Advisor’s Account, and PEAK Programs. Subscribe helps businesses make the way the sell, service, and maintain antiquity products on behalf of their clients more efficient.
Bond Central is a sophisticated solution to help you effectively service your clients. It is an interactive online, fixed income trading platform that is available through Pershing’s NetExchange Pro. It’s convenient and cost effective and allows you to select from a complete range of products.
In addition to these other products, Pershing and NEXT Financial Group also offer the NEXT Advisor Account. With the NEXT Advisor Account you can transition your business to a relationship focused outlet by inviting your clients into a fee-based brokerage account. Commissions are based on account value, so commissions are replaced but you will be able to consolidate and retain more assets from your current base of clients.
With NEXT Financial group we help provide the foundation for building long term client relationships and assisting you in achieving your company goals.
NEXT Financial Group, Inc., Member FINRA/SIPC.
This Email is being sent by or on behalf of a broker-dealer. It is intended exclusively for the individual or entity to which it is addressed. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, print, retain, copy, or disseminate this Email or any part of it. If you have received this Email in error, please notify the sender immediately by Email or fax, and destroy all copies of this communication.
To help protect your clients privacy, we strongly recommend that you avoid sending sensitive information, such as account numbers and social security numbers, via email.
Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT Act, and similar laws, any communication in this email is subject to regulatory, supervisory, and law enforcement review.
Division Manager recognized – NEXT Financial Group
By blogadmin on April 6, 2010
Jerry Taylor, a Division Manager with NEXT Financial Group, Inc., was honored as a 2009 FIVE STAR Best in Client Satisfaction Wealth Manager. Taylor was selected based on a survey over 1,000 leaders of financial institutions, high-net worth Dallas-Fort Worth residents and Texas Monthly subscribers.
Taylor was rated by his peers in the financial industry on customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. It is clear that Taylor and NEXT Financial Group are great assets to the financial world.
“This achievement resounds of Jerry’s exemplary dedication to his clients. We are so proud of his success, and for being recognized by the community he serves,” said Kimberly A. Branch, CFP®, CLTC, and President of 4WARD Financial Marketing, Inc.
NEXT Financial Group Perks
By blogadmin on April 1, 2010
NEXT Financial Group is proud of its relationships and has maintained its can-do attitude across the board. The representatives of NEXT are such an integral part of the company that NEXT Financial Group provides many incentive perks to them.
Representatives are awarded for their hard work and invited to an annual conference. NEXT Financial Group hosts the conference that takes place a first-class hotel. The conference gives representatives the ability to take workshops, listen to world-renowned speakers, and take part in panel discussions. Through this conference representatives are able to learn industry best practices.
In addition to the annual conference, NEXT Financial Group offers its representatives great discounts on a variety of services. They have partnered with several companies to offer their representatives the best perks around.
As a registered NEXT representative, you will benefit from discounts on services such as financial planning software, website development, asset allocation tools, securities study materials, technology, and office supplies. NEXT Financial Group continuously seeks new discount opportunities to benefit the representatives.
NEXT Financial Group appointed new member to the board of directors
By blogadmin on March 11, 2010
NEXT Financial Holdings, Inc., announced in December the appointment of Jeffrey Saline to the Board of Directors.
Jeffrey joined the firm back in 2005 and has been instrumental in shaping the company to what it is today. He has been a top producer year-over-year.
With his leadership skills and vast knowledge of the industry, Jeffrey is a valuable asset to both the organization and the board.
Securities offered through NEXT Financial Group, Inc. Member FINRA/SIPC.
NEXT Financial Group, Inc. News: Welcome
By blogadmin on March 11, 2010
Welcome to NEXT Financial Group, Inc. news blog. Here you will find press releases, media information and other company related news.
