Monthly sessions to provide education, value for financial practices
SCF Securities announced Wednesday the SCF Webinar Series, hosted exclusively for advisors registered with the firm’s independent broker-dealer and RIA. These firm’s strategic vision for the webinar program is three-fold: optimize financial practices by training advisors to more efficiently use the firm’s platforms, provide practical practice management tools and resources by partnering with leading third-party experts, and serve as live forum in which SCF advisors can exchange knowledge and best practices.
“We’ve designed these webinars to be informative, practical, and convenient so that our reps and advisors can obtain practical knowledge that have real-world application in their financial practices,” says Randy Meadows, president & CEO of the SCF group of companies. “Our goal is to make sure [advisors] get the maximum return out of their relationship with us as their broker-dealer/RIA.”
The SCF Monthly Webinar Series officially launches March 2, 2014. Upcoming webinars will include the following:
- Succession Planning:
The Valuation of Financial Practices & Creating a Perfect Succession Plan
- Transitioning to Fee-Based:
One Advisor’s Experience, the Pros & Cons of Advisory Business, and Using Low-Cost, Strategically-Allocated Models in Your Practice
Current Industry Issues and a Q&A with SCF’s Chief Compliance Officer
- Marketing Best Practices:
Case Studies & Successes that can Help Advisors Build a Financial Practice
- Operational Efficiencies:
A Session for Registered Assistants
The Benefits of Attracting Quality Advisors to Your Practice
- Advisor Q&A:
Ask the Home Office — A Forum for SCF Advisors
All webinars will be made available on-demand in SCF University, the firm’s online educational platform and resource center for SCF advisors.
SCF Securities is a boutique, independent broker-dealer and our sister company, SCF Investment Advisors, is an SEC Registered Investment Advisor (RIA). Together, the SCF companies empower financial advisors with a custodian-neutral environment and integrated technology platform. With more than 20 years of experience, SCF provides expertise across all business models.
The SCF Group of Companies
Securities offered through SCF Securities, Inc., Member FINRA/SIPC
Investment Advisory Services offered through SCF Investment Advisors, Inc.
Insurance Services offered through SCF Marketing, Inc.
Written by Grant Cox | Google+