We’re looking forward to tomorrow’s video conference for SCF advisors with Daniel J. Braz, CFA and Chris Murphy, CIMA® from State Street Global Advisors as they offer our advisors insight and actionable ideas for combining active and passive management.#wealthmanagement #financialadvisors #collaboration
This live video session, while not product-related, will focus on providing financial advisors with actionable insight for managing client assets and their portfolios.
The video session will take place Wednesday, July 24, 2019, at 9:30 a.m. PDT.
SCF hosted today its inaugural video conference, live from the newly-built video studio in the SCF home office, fulfilling a commitment made by President & CEO Randy Meadows in his state-of-the-company address to SCF financial advisors at the 2018 Annual Conference in Tucson, Arizona.
SCF Securities released Tuesday the schedule for its 2014 annual broker-dealer conference for its fee-based, brokerage, and hybrid financial advisors. The conference, held at Loews Coronado Island Bay Resort & Spa in San Diego, California, will introduce the firm’s advisors to the latest advances in technology, sales methods, and practice management resources. The following presenters will lead the three-day event.
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.
‘SCF University’ provides online resources to financial advisors
SCF Securities, an independent boutique broker-dealer headquartered in California, announced today the launch of SCF University, its new education program for financial advisors. SCF University teaches advisors to grow their practice, reach new clients, implement powerful technology, and improve operational efficiency.