Events
August 2, 2018
10:00a - 2:00p
Holiday Inn & Suites Rochester - Frontier Ballroom
Roadshow – Rochester, NY
Securities America is headed to Rochester for a Roadshow and you’re invited! Our focus for this year will be on driving client engagement. In addition to providing ideas and strategy around defining your ideal client experience, we will also provide an overview of the client-facing technology solutions available to help you implement your strategy. We’ll cover reporting, client texting, virtual meetings, holistic client access, and a range of other technology solutions to help you provide a top-of-industry client experience. Any questions about the meeting can be directed to Charlie Dinnel at [email protected] or ext 5303. Advisors and staff are welcome. Seating is limited, so reserve your spot today by choosing one of the options below. We look forward to meeting with you in August!
August 21 - August 22, 2018
8:00a - 5:00p
Next Level #19 Workshop #1
Next Level is our premier coaching program where you are lead through a step-by-step process to re-invigorate each area of your practice helping you to increase profitability, grow assets and take control of your work-life balance. To be eligible for the Next Level: Building the Million Dollar Coaching Program representatives must have GDC greater than $175,000 or a minimum of $10 million in Assets Under Management.
August 22, 2018
7:00p - 10:00p
Frontier Field
Rochester Redwings Game
Join Scott DeRosa & EFA for a Rochester Redwings Game. Enjoy a fun summer event as we watch The Redwings play The Pawtucket PawSox.