Financial Advisors to Convene in Lake Tahoe
SCF Securities announced today the location and dates for its 2017 National Sales Conference. The conference will take place at the Hyatt Regency Lake Tahoe Resort & Casino in Lake Tahoe — the largest natural alpine lake in North America and the fifth deepest lake in the world.
Firm leverages Salesforce for advisor platform, back office system
SCF launched Monday its new cloud-based technology system, Kimberlite, built on the framework of the world’s number one CRM solution — Salesforce.
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.