By zlevine on December 6, 2011
The average commission per appointment with business closed: $3,500
If 80 people attend your seminar, you should close 20 appointments;
that’s 25% of attending guests.
If you were to close business in 10 of 20 scheduled appointments: $35,000 commission
How does that compare to your initial expenses?
By zlevine on December 5, 2011
“I am committed to leading our registered representatives to success with strategic marketing initiatives, centered around the philosophy of their practice, as President of 4WARD Marketing.” — Kimberly Branch
By zlevine on November 18, 2011
“I am committed to supplying first-class support by ensuring that our representatives receive personal assistance from all executives, including the president, as a liaison between the home office and our representatives.” —Karla Villarreal, Executive Assistant to the president
By zlevine on November 11, 2011
“Our definition of independence is being able to offer the freedom and choices to meet your clients’ needs with world-class marketing support, easy-to-use technology applications, extensive investment products and quality service, so you can focus on more important things.”—Barry Knight, President of NEXT Financial Group, Inc.
By zlevine on November 7, 2011
“You don’t earn loyalty in a day. You earn it day-by-day! In our way of working, we attach a great deal of importance to humility and honesty. With respect for human value, we promise to serve our customers with integrity. The quality of service depends on the quality of our people.”—Veda Hayes
By zlevine on November 4, 2011
“Our compliance department strives to educate our representatives while balancing the demands of an increasingly complex regulatory environment. The diverse industry backgrounds of our compliance professionals assist with understanding situations from various perspectives, yet still allowing for a consistent application of policies and procedures.” — Robert Schlangen, Chief Compliance officer
By zlevine on November 3, 2011
NEXT has added a webpage to the NextRep website, located under the NEXT Service tab then Operations. The Operations page is broken into three main areas: Conference Calls, Current Events and Operations Updates. The Conference Call section consists of all past calls, which are available for your review. Typically, we post recordings about a week after the call was held. As a reminder, these calls take place the third Thursday of each month at 10 a.m. CST. The Current Events section is extremely vital because this is where NEXT will post all important announcements from Pershing. These announcements are posted in chronological order, so remember to check in often to stay informed about upcoming changes. If you would like to review announcements made to the field, be sure to check under Operation Updates; they are posted to this section the same day NEXT representatives receive them.
By zlevine on November 2, 2011
Have you ever felt like you just needed a hand with your retirement plan? If so, then look no further than Christina Hand! This New York native has eight years of financial advising services under her belt, closely accompanied by an additional 15 years as a tax specialist with a strong emphasis in retirement planning, rollover marketing and tax planning.
There was a wide array of diverse and entertaining activities at this year’s Top Producers Educational Conference in Lake Tahoe. Guests took a one and a half hour tour through the famous Whittell Estate on the east shore of Lake Tahoe. Guests were provided a peek into the gilded-age lifestyle of the fabulously wealthy George Whittell, his legend and the legacy he left behind.
By zlevine on October 26, 2011
NEXT has added a webpage to the NextRep website, located under the NEXT Service tab then Operations. The Operations page is broken into three main areas: Conference Calls, Current Events and Operations Updates. The Conference Call section consists of all past calls, which are available for your review. Typically, we post recordings about a week after the call was held. As a reminder, these calls take place the third Thursday of each month at 10 a.m. CST. The Current Events section is extremely vital because this is where NEXT will post all important announcements from Pershing. These announcements are posted in chronological order, so remember to check in often to stay informed about upcoming changes. If you would like to review announcements made to the field, be sure to check under Operation Updates; they are posted to this section the same day NEXT representatives receive them
