SOURCE: NEXT Financial Group

NEXT Financial Group

June 22, 2010 17:54 ET

4WARD's "The NEXT Challenge" Hosts 2nd Annual Summer Gala

HOUSTON, TX--(Marketwire - June 22, 2010) -  4WARD Financial Marketing, Inc. hosted its 2nd inaugural Summer Gala at the Hilton Chicago, June 16 - 18, 2010. Over 83 financial advisors affiliated with 7 time broker/dealer of the year* award winning NEXT Financial Group, Inc.* attended the highly educational and extremely fun-filled extravaganza. The gala began Wednesday with a full day of education hosted by NFISCO, a NEXT Financial Holdings insurance company, and WE2, the RIA Firm.

Celebrating everyone's success, NEXT treated their advisors to a dinner cruise aboard the breathtaking Spirit of Chicago. An amazing fireworks display at the Chicago Navy Pier lit up the night sky to close the evening.

4WARD's famous coaching program for financial advisors, The NEXT Challenge, Session 2, was held Thursday and Friday. The NEXT Challenge supports a wide range of financial advisors to grow their practice and increase efficiencies. "We've learned so much, and I have so many action plans now. There are so many different steps I've wanted to integrate into my practice and now I've figured out, with their help, exactly how to do that. I'm really excited," said Elaine Zito, a NEXT financial advisor.

To-date, 367 financial advisors have attended the firm's financial marketing strategy consulting program since its launch in 2007. In their first year, advisors in this program increased their sales by over 29%. 2008 brought an increase of 41%, and last year, The NEXT Challenge advisors maintained their GDC, even with the market's turmoil.

NEXT financial advisors say that the training, education and networking opportunities available to them through The NEXT Challenge has a significant correlation in the financial advisors increased revenue.

Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker/Dealers rated highest by their representatives are awarded "Broker/Dealer (B/D) of the Year." 

Contact Information

  • For more information contact:

    Kimberly A. Branch, CFP®
    President
    4WARD Financial Marketing, Inc.
    713.333.4899
    kbranch@4wardfm.com