A Certified Wealth Strategist is committed to helping clients create and execute a comprehensive financial strategy. NEXT Financial Group’s approach integrates a broad set of wealth management issues that are essential to grow, protect, and distribute wealth to your clients, when appropriate. 4WARD, a NEXT Financial Group partner, assists you in obtaining your CWS designation, and even assists with a portion of the cost.
The designation will give you the power to do a variety of things. With the CWS designations you are able to assist in every phase of your client’s wealth management for example creation, maturation, and preservation. It will also give you the ability to plan for the allocation of their wealth, during life and at death, in the most tax-advantaged way.
With NEXT Financial Group and the CWS designation you will also have the ability to address the finite, complex issues surrounding your high-net worth client and assume the lead analytical role in assessing key issues by possessing the competency to recognize them. NEXT Financial Group knows that trust is important. This designation will also allow you to become the one trusted advisor to the affluent since you have mastered the top 13 wealth management issues that affect high net worth clients.
Within the last few years, communication has transcended across mediums and into new, innovative media. Everything from phone, e-mail, websites, Facebook, Twitter, Linkedin have all been advanced and NEXT Financial Group understand that this can be overwhelming. Recently we’ve evaluated how we communicate to our representatives and decided to change some of our policies on information and how we disseminate it.
The NEXT Financial Group Operations Department has developed a strategy to communicate more effectively to our representatives and partners. We have standardized the methods in which we communicate policy changes or how your work is processed. We want to provide you with as much information as possible in a variety of ways in order to make this information easily accessible to you.
Information will be disseminated at least monthly by NEXT Financial Group through email blasts, conference calls, and posts to the NEXT Financial Group website. Information like operation updates, policy and procedure changes, and highlighting important information will be sent to your email first.
After receiving the NEXT Financial Group e-mail blast we will conduct monthly conference calls on the third Thursday at 10am CST. All information and attachments will be sent via email prior to the conference call.
NEXT Financial Group offers many benefits to its representatives and their clients. We have a fundamental belief that providing you with quality and comprehensive products will help your relationships with clients and ultimately your bottom line. You have the opportunity to participate in many mentorship programs and take advantage of many products and services that NEXT Financial Group offers.
As an Investment Advisor Representative (IARs) of NEXT Financial Group, you will have the opportunity to provide your clients with an assortment of consulting services that include, college planning, cash flow analysis, and portfolio evaluation.
IARs also benefit from a NEXT Adviser’s Account which is a fee-based advisory program that allows you to offer your clients a unique and customized portfolio. It can be comprised of load and no-load mutual funds, individual equities and fixed-income securities. You will also have access to reports that show you performance by asset class and overall performance of the portfolio. The fees associated with this are collected and credited to you quarterly.
These are a just a few of the products and programs offered through NEXT Financial Group. As a representative you will enjoy the perks and benefits of a comprehensive range of product and service options.
NEXT Financial Group understands your needs and is very committed to facilitating your success. We provide the comprehensive tools and offer mentorship tools to help you provide for your clients. We help make the move to NEXT Financial Group easy for you.
It is important for you to know how important and integral you are. It’s the same way you deal with your clients. We understand that a client’s quality of life is as important as your own. That is why we have developed a system designed to help you be more successful.
NEXT Financial Group makes the transition process as easy as possible. NEXT is more than a dynamic organization, it’s a family. We encourage the use of new technology and leverage that strength to make moving accounts smooth and efficient. Rest assured that we are helpful and committed to you and your success.
Don’t take our word for it. Steve Iversen said, “My transition to NEXT Financial Group has been easy considering that I had been with my prior firm for over 21 years. The recruiting and transition staff has bent over backwards to make our life easier in this move. The support out of every department has absolutely marvelous.”
We aren’t like some other firms. NEXT Financial Group isn’t affiliated or owned by an investment or insurance company. We are completely independent and allow you the freedom and flexibility to complete your vision of success.
NEXT Financial Group offers you true independence. We give you the ability to select your own variety of investment products and services and develop a business strategy unique to you. You won’t have to worry about being influenced by us. Instead, NEXT Financial Group allows you to have the freedom and flexibility to choose the investments you feel best suit your customers.
As a SEC Registered Investment Adviser (RIA), NEXT Financial Group offers a wide range of advisory programs. Representatives will be able to utilize tools such as fee-based brokerage accounts and mutual fund wrap programs. With the help of NEXT Financial Group’s RIA you will also be able to use third-party advisory arrangements with outside money managers that offer a variety of asset allocation services.
Representatives will also be able to take part in the NEXT Adviser’s Account (NAA). Investment advisor representatives (IAR’s) benefit from a program that allows them to offer clients a customized portfolio comprised of fixed-income securities, mutual funds, and individual equities.
We know that you want to offer your clients the very best in financial services and products. That’s why we put so much effort into customer satisfaction.
Imagine a financial group you can trust. One where you create your own vision of success and a place where you can be heard. NEXT Financial Group has a philosophy that has resulted in extraordinary company growth. That company mantra has earned NEXT Financial Group numerous awards including the prestigious Broker/Dealer Award given by Investment Advisor magazine.
Every year, Investment Advisor Magazine asks its readers to think about their broker/dealer and to rate the company’s performance in key areas such as compliance, payouts, and technology. NEXT Financial Group has been the recipient of the award for 7 years.
So what has made this broker/dealer company so successful in the eyes of its representatives? “NEXT Financial Group was built on the premise that reps would have a voice, value, and vision,” said Gordon D’Angelo, CEO of NEXT Financial Holdings, the broker/dealer’s holding company. NEXT Financial Group any has also gained praise for its customer service, respect for representatives, and comprehensive training and marketing programs.
Whether it’s through monthly coaching calls, hometown marketing programs, or best practice tours, NEXT Financial Group allows their representatives to get feedback from experts and perfect their marketing techniques.
The combination of their service offerings, representative integration, and customer service has been an integral part in the success of NEXT Financial Group.
Welcome to our new blog. NEXT Financial Group, Inc. has started this blog to keep you informed about our company and industry news. It is here that you will find some of the latest insight into the world of finances and success.
A little history about NEXT Financial Group
NEXT Financial Group was founded by a group of passionately independent investment professionals, NEXT is entirely owned and managed by its representatives and employees.
What makes us different?
NEXT Financial Group is founded, owned, and managed by our representatives. Even the upper level management are high level producers . Our firm is designed with our representatives in mind. We employ people who have a passion for investing and want to own their own business.
What’s to come?
In the coming months we will be writing more and more to keep you abreast of what is going on here at NEXT Financial Group, So keep your eyes open and your reading glasses on as we will be posting more frequently in the near future.
Securities offered through NEXT Financial Group, Inc. Member FINRA/SIPC.
