By zlevine on October 26, 2011
“I was honored to speak and play such a vital role in Financial Planning Day,” said Torchiana, a certified fee-based consultant and managing partner for Continuum Financial Partners. “This was a fantastic opportunity for people to get their most pertinent financial questions answered for free and I know that my advice, along with the direction of so many others, helped some of them learn what to do next with their monetary situation.”
By zlevine on October 25, 2011
Due to the recent economic turmoil, Christopher M. Torchiana, JD*, CFP®, ChFC took center stage on Saturday, Oct. 8 at this year’s Greater Sacramento Financial Planning Day to speak about real world retirement planning and help worried Californians realize the full potential for their financial future.
Job Creation Plus 1 Inc. (JC Plus 1), a local small business owner support organization, is sponsoring the Power of Women Exchanging Resources (“POWER”) Forum on Tuesday, Sept. 27 to launch this new company initiative created for motivated women.
Mikaya Drew, members service specialist of JC Plus 1 said, “This event will not only bring powerful women together to make connections and discuss pressing topics in their industries, but it will provide the support women need in today’s corporate world to continue breaking boundaries and achieving excellence.”
By zlevine on October 21, 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 19, 2011
4WARD Marketing Forms a Strategic Partnership With Impressions in Print to Create a New, Customized Website Tailored to the Needs of Financial Advisors; Shop 4WARD Is a Promotional Products Online Store Designed to Help Clients Create and Brand Themselves With Unique and Innovative Items to Enhance Their Image and Business.
JC Plus 1 was created to give you, the independent small business owner, support to achieve your vision for your company.
We are a national organization with members from both in and out of the Financial Services industry. In addition to partnering with some of the top Reps across the country, we assist small business owners within their respective communities.
I challenge you to become involved with us to:
+ Increase your exposure
+ Build trust and credibility with clients
+ Create strategic partnerships
+ Help advance your small business
We are dedicated to your success as an owner and strive to bring the resources, tools and strategies to your fingertips that help enable you to achieve greatness.
Visit www.JCPlus1.com or call us directly at 757.227.9822 or (888) JC-Plus-1 to learn more about our annual membership of only $77!
4WARD Marketing provides effective, innovative and completely customized marketing tools to catapult your financial practice to the forefront.
Expand and accelerate your practice with a variety of winning menu items including:
Personalized graphics and brochures
Branding campaigns illustrating your practice
Custom built websites
Press releases to your community
Pre-approved seminars
Turnkey seminar marketing
Educational and Regional Roundtables
Coaching and Mentoring
Strategic Visionary Planning
Events and Conferences
Niche marketing to: Business owners, retirees and the affluent!
Take advantage of our coaching programs which can increase your GDC over 50%!
You can achieve your vision through encouragement, powerful educational resources, personalized services and the support that 4WARD offers.
For world-class marketing support at your fingertips, or to view our portfolio and calendar of events, please visit www.4wardmarketing.com.
WE2 Advisory offers investment professionals innovative management philosophies and beneficial resources to help build their practice using personalized investment strategies, professional investment management, and the diversity investors need for their individual situation. We understand that everyone has unique situations and we can help identify the right solution for each client. WE2 can help you capitalize on your client’s portfolio and maximize their investments, giving you more time to adapt your business for the vision you want to achieve.
Adapt your vision with valuable resources and innovative management philosophies from our menu:
Portfolios Offered: Services Available:
Tactical Money Management Portfolios
Variable Annuity Money Management
Unified Managed Account Solutions
ETF Wrap Portfolios
Mutual Fund Wrap Portfolios
Strategic Money Management
House Calls – we will come to your office for a one-on-one meeting with you and your team to assist in learning about the solutions provided through WE2
Proposals – we will create a proposal for you to review prior to meeting with your client
Pre-Fill – we will pre-fill all the necessary account opening documents needed to open an account within a WE2 solution
Online Demo – we can conduct a personalized online demo of the solutions available through WE2 for you and your entire team
I invite you to learn more about the innovative solutions available to you and your clients, at www.we2advisory.com.
NEXT Financial Insurance Services Company (NFISCO) is a full-service National Field Marketing Organization (“FMO”) dedicated to helping NEXT representatives and life insurance agents grow their insurance business.
Using a streamlined process, NFISCO provides a broad spectrum of:
Programs
Products
Selling Tools
Multi-prong marketing strategies
Advanced case underwriting
Let NFISCO help you position yourself as a professional with expertise in all aspects of your clients’ financial life cycle. Our team of seasoned professionals is here to provide the support you need to amplify your business.
For more information on NFISCO’s comprehensive insurance support, please visit www.nfisco.com.
By zlevine on October 12, 2011
4WARD Financial Marketing, Inc. hosted its 2nd inaugural Summer Gala at the Hilton Chicago, June 16 – 18, 2010. Over 83 financial advisors affiliated with 7 time broker/dealer of the year* award winning NEXT Financial Group, Inc.* attended the highly educational and extremely fun-filled extravaganza. The gala began Wednesday with a full day of education hosted by NFISCO, a NEXT Financial Holdings insurance company; and WE2, the RIA Firm.
Celebrating everyone’s success, NEXT treated their advisors to a dinner cruise aboard the breathtaking Spirit of Chicago. An amazing fireworks display at the Chicago Navy Pier lit up the night sky to close the evening.
4WARD’s famous coaching program for financial advisors, The NEXT Challenge, Session 2, was held Thursday and Friday. The NEXT Challenge supports a wide range of financial advisors to grow their practice and increase efficiencies. “We’ve learned so much, and I have so many action plans now. There are so many different steps I’ve wanted to integrate into my practice and now I’ve figured out, with their help, exactly how to do that. I’m really excited,” said Elaine Zito, a NEXT financial advisor.
To-date, 367 financial advisors have attended the firm’s financial marketing strategy consulting program since its launch in 2007. In their first year, advisors in this program increased their sales by over 29%. 2008 brought an increase of 41%, and last year, The NEXT Challenge advisors maintained their GDC, even with the market’s turmoil.
NEXT financial advisors say that the training, education and networking opportunities available to them through The NEXT Challenge has a significant correlation in the financial advisors increased revenue.
