SOURCE: NEXT Financial Group

4WARD Financial Marketing, Inc. a full-service marketing subsidiary of NEXT Financial Holdings, Inc.

March 02, 2010 09:09 ET

4WARD Financial Marketing Introduces Turnkey Seminar Program, Direct Connect

HOUSTON, TX--(Marketwire - March 2, 2010) - 4WARD Financial Marketing, the wholly-owned subsidiary of NEXT Financial Holdings, introduced their turnkey seminar marketing program, Direct Connect in late 2009. Only a short six months later, the program has been credited for generating new assets and delivering powerful results for some of NEXT Financial Group, Inc.'s* top advisors.

"Seminar marketing allows the interests and concerns of clients and prospects to be addressed in an intimate setting, and allows advisors to reconnect with their community which is especially vital since the market downturn," said Kimberly A. Branch, CFP®, CLTC, and President of 4WARD Financial Marketing, Inc.

With a large majority of the investing public leaving their current advisors, and searching for education and answers, the market chaos has produced opportunity, something elite advisors are taking advantage of. "As a result of using Direct Connect and being in front of prospects, my business grew by 77% in 2009," said Keith Patterson, Post Oak Financial Group President and NEXT Financial Group registered representative.

4WARD believes in the opportunity seminar marketing affords, and encourages advisors to make it an integral part of their business plan. Competitively priced, Direct Connect allows the registered representatives of NEXT to truly capitalize on the experience, by financing their event at 0% interest. Another unique and distinguishing component of Direct Connect is that 4WARD does not use templates, but customizes each invitation to correspond to the representative's respective branding.

Additionally, all of 4WARD's initiatives are positioned to help NEXT representatives grow their practices. 4WARD provides marketing support for financial advisors in the form of branding campaigns, a leading coaching and mentoring program, custom built websites, client appreciation events, and more.

For additional information, on Direct Connect or 4WARD Financial Marketing, please contact President, Kimberly A. Branch, CFP®, CLTC at 713-333-4899 or visit


Contact Information

  • Kimberly A. Branch