SOURCE: NEXT Financial Group

NEXT Financial Group

September 07, 2010 07:00 ET

NEXT's Charley Dorand Earns the Certified Wealth Strategist Designation

HOUSTON, TX--(Marketwire - September 7, 2010) - Charley Dorand, a Registered Representative of NEXT Financial Group, Inc., seven-time Independent Broker/Dealer of the Year,* is among the first 23 NEXT reps to obtain the coveted Certified Wealth Strategist designation. The designation, administered by Cannon Financial Institute, recognizes individuals who have completed a thorough study of the issues surrounding effective wealth advising to comprehensively address clients' wealth management needs.

"Completing this designation distinguishes the recipient for their commitment to their clients' financial future," said Phil Buchanan, Chairman, CWS Advisory Board and CEO, Cannon Financial Institute.

"I have found this advanced training program to be one of the best programs I have attended. It gave me the technical knowledge I needed to significantly improve my GDC and a thorough understanding of how to grow my business," said Dorand. This program has already led to a 30% average yearly increase in production among NEXT's reps who have completed the program.

Resulting from the great relationship 4WARD Financial Marketing has acquired with Cannon Financial Institute, and sponsorships from Securian, 77 NEXT reps have already enrolled in the program at a drastically discounted rate. This relationship has also provided NEXT reps the ability to network with other financial advisors from across the country.

This training program is just one of 20 events coordinated by 4WARD Financial Marketing, the financial services marketing company of NEXT Financial Holdings, with each of these events designed to assist representatives in growing their business.

The Certified Wealth Strategist Certification Program provides investment professionals an advanced level of understanding of financial issues, the ability to integrate critical financial concepts into everyday work and client interactions, technical knowledge to create and build a wealth advisory practice that works effectively for clients with more complex wealth issues, and preparation for the successful completion of the CWS® mastery examinations and the Capstone Project required for obtaining the Certified Wealth Strategist® designation.

To learn more about 4WARD Financial Marketing, Inc., please visit www.4wardfinancialmarketing.com. For more info about the Certified Wealth Strategist certification or Cannon Financial Institute please visit www.certifiedwealthstrategist.com or contact Kristine Groft, CWS® Administrator, kgroft@cannonfinancial.com.

*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

  • Contact:
    Kimberly A. Branch, CFP, CLTC
    President
    4WARD Financial Marketing, Inc
    713.333.4899
    kbranch@4wardfm.com