Branch Advisor Resources
JFC Financial Services Hosts Annual Advisor Training and Networking Meetings
JFC Financial Services hosts several advisor training and networking meetings throughout the year. Annually, we conduct a one-day mini-conference organized around a dual-track agenda that offers both advisors and their staff information and training. Conference attendees appreciate the opportunity to meet their peers and a few Securities America employees that they normally only interact with via email and the phone.
A mid-year meeting includes our B/D’s annual mandatory firm element/continuing education. There is also a presentation from a sponsor, designed to expose advisors to a new product or provide commentary on current events affecting the financial markets. The day isn’t all work, though. The latter half of this event’s agenda is more physically invigorating. To encourage networking among the advisors, the educational component of the agenda is balanced with a round of golf. Regardless of handicap, the time the advisors spend on the course with their colleagues is great fun.
JFC Financial Services’ most prestigious event is the annual JFC Circle of Distinction Meeting. This is a by-invitation-only event hosted at the spectacular Dismal River Golf Club. Advisors receive an invitation to attend this exclusive two-day education and networking event based upon GDC earned during a 12-month qualifying period.
JFC launched a new initiative in 2012 –– the JFC National Networking Coalition. Each year a new Study Group consisting of 10-12 advisors will be formed. Since group members are located coast to coast, monthly meetings are held via conference call. The agenda is determined by the study group membership. The JFC National Networking Coalition offers a unique opportunity for JFC advisors to connect with each other, regardless of geographic location, and:
- Share collective wisdom and best practices.
- Exchange ideas and experience.
- Facilitate group problem solving around individual participant business challenges.
- Build relationships.
An additional value-added resource is JFC’s newsletter. Not all advisors and staff can join us at the scheduled meetings, so we produce a quarterly newsletter – The Red Rock Report– as a way to stay in touch. The newsletter includes scorecard data, announcements about upcoming firm and B/D events, compliance updates and the popular Spotlight column.
JFC wants to help you be successful by providing you with extraordinary service and support each and every day.
Call Jack Connealy at (402) 483-2555 to confidentially discuss how JFC can help you.