LTS: Launches Behavioral Financial Advice Training Program
Mar 28, 2018 13:23:38 GMT
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Post by icemandios on Mar 28, 2018 13:23:38 GMT
Ladenburg Launches Enterprise-Level Behavioral Financial Advice Training Program to Fuel Advisor Growth and Success
MIAMI
Newly-Launched Program Enables Financial Advisors Across Ladenburgâs Subsidiaries to Earn Behavioral Financial Advisor⢠Designation
Company Also Makes Successful âNext Levelâ Business Coaching Program Developed at Securities America Available Throughout Ladenburg Enterprise
Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA) (âLadenburgâ), a publicly-traded, diversified financial services company, today announced that its Ladenburg Practice Management team has launched the Behavioral Financial Advice Training Program to help fuel the growth and success of financial advisors across Ladenburgâs five subsidiary firms: Securities America, Triad Advisors, KMS Financial Services, Investacorp and Securities Service Network (SSN).
Through the Behavioral Financial Advice Training Program, Ladenburgâs highly-qualified Practice Management team of professional business coaches provide industry-leading education and training in order to support advisors in better understanding the psychological makeup of their clients, with a particular emphasis on developing the behavioral coaching expertise needed to help clients avoid making emotional decisions about finances that can lead to negative outcomes.
Kirk Hulett, Head of Practice Management for Ladenburg, said, âBehavioral finance-based coaching is much more than a high-impact tool that financial advisors can use to deepen relationships with clients. Advisors trained in behavioral finance will have an unmistakable edge in building their advice business in a way that is thoroughly consistent with the central building premise of the fiduciary era: Financial advice is most effective when based on a thorough understanding of the goals, motivations and needs of clients. Following highly-successful results during our pilot program at Securities America in recent months, we knew the time was right for Ladenburg to demonstrate its continued dedication to aligning cutting-edge practice management resources with advisors across all of our subsidiary firms with the enterprise-wide launch of our Behavioral Financial Advice Training Program.â
Ladenburgâs Behavioral Financial Advice Training Program, offered in cooperation with professional coaching and leadership consulting firm think2perform, trains advisors to help clients make better financial decisions through a rational, values-based approach; better prepare clients for unplanned life events; and understand how traditional financial practices are driven by psychology and neuroscience. The program allows advisors to move beyond a product focus and to more effectively influence the spending and saving behavior of clients, deepening client relationships and positioning themselves to better attract and retain new clients.
Advisors who successfully complete their Behavioral Financial Advice certification exam are then authorized to use the Behavioral Financial Advisor⢠designation, or BFAâ˘.
In a related development, Ladenburg also announced that it will make the innovative âNext Levelâ business coaching program available to all subsidiaries across the Ladenburg enterprise going forward. Ladenburgâs Next Level business coaching program, which was developed by Securities America 10 years ago for the firmâs advisors, offers accountability coaching to help advisors increase their efficiency and profitability, while achieving a better work-life balance. The first Next Level program offered to all advisors across the Ladenburg enterprise will be held in late April in Chicago.
Adam Malamed, Executive Vice President and Chief Operating Officer of Ladenburg, said, âBehavioral finance is rapidly emerging as one of the most crucial fields of expertise within our industry, and Ladenburg is pleased to provide all our advisors with innovative training that will place them well ahead of the curve in this field. In this new fiduciary era, the professional growth and success of advisors will increasingly depend on their ability to develop a more robust understanding of what makes their clients tick, and our Behavioral Financial Advice Training Program positions them to accomplish exactly that.â
Mr. Malamed added, âWith both our Behavioral Financial Advice Training Program and our Next Level coaching program, Ladenburg is once again demonstrating our commitment to bringing together the intellectual capital, financial resources and institutional expertise that can enable advisors across our subsidiaries to succeed. We are passionate in our belief that there are enormous opportunities for advisors being created by the waves of new innovation in business practices, education, technologies and tools that are reshaping the future of financial advice.â
About Ladenburg
Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA) is a publicly-traded diversified financial services company based in Miami, Florida. Ladenburgâs subsidiaries include industry-leading independent advisory and brokerage (IAB) firms Securities America, Triad Advisors, Securities Service Network, Investacorp and KMS Financial Services, as well as Premier Trust, Ladenburg Thalmann Asset Management, Highland Capital Brokerage, a leading independent life insurance brokerage company, Ladenburg Thalmann Annuity Insurance Services, a full-service annuity processing and marketing company, and Ladenburg Thalmann & Co. Inc., an investment bank which has been a member of the New York Stock Exchange for over 135 years. The company is committed to investing in the growth of its subsidiaries while respecting and maintaining their individual business identities, cultures, and leadership. For more information, please visit www.ladenburg.com.
MIAMI
Newly-Launched Program Enables Financial Advisors Across Ladenburgâs Subsidiaries to Earn Behavioral Financial Advisor⢠Designation
Company Also Makes Successful âNext Levelâ Business Coaching Program Developed at Securities America Available Throughout Ladenburg Enterprise
Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA) (âLadenburgâ), a publicly-traded, diversified financial services company, today announced that its Ladenburg Practice Management team has launched the Behavioral Financial Advice Training Program to help fuel the growth and success of financial advisors across Ladenburgâs five subsidiary firms: Securities America, Triad Advisors, KMS Financial Services, Investacorp and Securities Service Network (SSN).
Through the Behavioral Financial Advice Training Program, Ladenburgâs highly-qualified Practice Management team of professional business coaches provide industry-leading education and training in order to support advisors in better understanding the psychological makeup of their clients, with a particular emphasis on developing the behavioral coaching expertise needed to help clients avoid making emotional decisions about finances that can lead to negative outcomes.
Kirk Hulett, Head of Practice Management for Ladenburg, said, âBehavioral finance-based coaching is much more than a high-impact tool that financial advisors can use to deepen relationships with clients. Advisors trained in behavioral finance will have an unmistakable edge in building their advice business in a way that is thoroughly consistent with the central building premise of the fiduciary era: Financial advice is most effective when based on a thorough understanding of the goals, motivations and needs of clients. Following highly-successful results during our pilot program at Securities America in recent months, we knew the time was right for Ladenburg to demonstrate its continued dedication to aligning cutting-edge practice management resources with advisors across all of our subsidiary firms with the enterprise-wide launch of our Behavioral Financial Advice Training Program.â
Ladenburgâs Behavioral Financial Advice Training Program, offered in cooperation with professional coaching and leadership consulting firm think2perform, trains advisors to help clients make better financial decisions through a rational, values-based approach; better prepare clients for unplanned life events; and understand how traditional financial practices are driven by psychology and neuroscience. The program allows advisors to move beyond a product focus and to more effectively influence the spending and saving behavior of clients, deepening client relationships and positioning themselves to better attract and retain new clients.
Advisors who successfully complete their Behavioral Financial Advice certification exam are then authorized to use the Behavioral Financial Advisor⢠designation, or BFAâ˘.
In a related development, Ladenburg also announced that it will make the innovative âNext Levelâ business coaching program available to all subsidiaries across the Ladenburg enterprise going forward. Ladenburgâs Next Level business coaching program, which was developed by Securities America 10 years ago for the firmâs advisors, offers accountability coaching to help advisors increase their efficiency and profitability, while achieving a better work-life balance. The first Next Level program offered to all advisors across the Ladenburg enterprise will be held in late April in Chicago.
Adam Malamed, Executive Vice President and Chief Operating Officer of Ladenburg, said, âBehavioral finance is rapidly emerging as one of the most crucial fields of expertise within our industry, and Ladenburg is pleased to provide all our advisors with innovative training that will place them well ahead of the curve in this field. In this new fiduciary era, the professional growth and success of advisors will increasingly depend on their ability to develop a more robust understanding of what makes their clients tick, and our Behavioral Financial Advice Training Program positions them to accomplish exactly that.â
Mr. Malamed added, âWith both our Behavioral Financial Advice Training Program and our Next Level coaching program, Ladenburg is once again demonstrating our commitment to bringing together the intellectual capital, financial resources and institutional expertise that can enable advisors across our subsidiaries to succeed. We are passionate in our belief that there are enormous opportunities for advisors being created by the waves of new innovation in business practices, education, technologies and tools that are reshaping the future of financial advice.â
About Ladenburg
Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA) is a publicly-traded diversified financial services company based in Miami, Florida. Ladenburgâs subsidiaries include industry-leading independent advisory and brokerage (IAB) firms Securities America, Triad Advisors, Securities Service Network, Investacorp and KMS Financial Services, as well as Premier Trust, Ladenburg Thalmann Asset Management, Highland Capital Brokerage, a leading independent life insurance brokerage company, Ladenburg Thalmann Annuity Insurance Services, a full-service annuity processing and marketing company, and Ladenburg Thalmann & Co. Inc., an investment bank which has been a member of the New York Stock Exchange for over 135 years. The company is committed to investing in the growth of its subsidiaries while respecting and maintaining their individual business identities, cultures, and leadership. For more information, please visit www.ladenburg.com.