Broker Check

Technology & Featured Resources

Our partnership with Securities America and Osaic Wealth allow us to be able to support our financial advisors with Intuitive Technology, Award-Winning Practice Management, Succession planning, Asset Management, and Industry leading Retirement Income Distribution.

Intuitive Technology

Securities America and Osaic provides cutting-edge technologies to enhance your efficiency, productivity, and profitability in the industry. With a single sign-on, you gain access to a suite of productivity tools including an integrated CRM, eMoney, Albridge, Envestnet and a host of other valuable resources. You also have access to hundreds of pre-approved technology products that you may utilize what best fits your practice to serve your clients. Our built-in online account opening and servicing technologies empower you to achieve greater efficiency in your client interactions, ensuring seamless experience every step of the way.

Award-Winning Practice Management Solutions

Securities America’s acclaimed coaching programs embrace forward-thinking methodologies and exclusive resources that have been proven to enhance efficiency and drive growth.


The offerings include:

  • Free First Friday Coaching calls - a 30-minute free connection with a coach on staff to discuss an item you’re “stuck” with or a business idea.
  • Next Level Coaching Program – a program built to harness technology, maximize productivity, and build stronger relationships with prospects and clients.
  • BFA™ Designation Training – The Behavioral Financial Advisor Training Program in collaboration with think2perform provides training focused on deepening client relationships and allowing you to move beyond product focus conversations with your clients.
  • Financial Planning Jumpstart Program – In partnership with APEG the jumpstart program is focused on associate financial professionals launching a successful and sustainable career based on financial planning.
  • Additional resources include Coaching by subscription at a discounted rate, prepared buyer and prepared seller programs and HR Consulting.

Educational Conferences

  • W Forum – women focused event for wealth management financial professionals. Advisor-focused conference is rich with networking opportunities, workshops, and expert speakers.
  • NXT – Pronounced “Next” focused on empowering the financial professional of the future. Nurturing a dynamic community dedicated to sustained success.
  • ConnectED – National conference where all Osaic comes together. A three day event fostering networking, immersive learning and unforgettable experience.

Succession, Acquisition & Continuity Planning Resources

Securities America practice transition center stands as a pioneering resource, offering a comprehensive library of videos and tools tailored to guide you through the intricacies of buying or selling a practice. There are also two coaching programs designed to help you “ready” yourself for such a transition. We can provide direct access to industry experts who offer personalized guidance and support throughout the transition Process. Osaic also has a robust tool named “My Succession Plan” that helps bring buyers and sellers together across the Osaic network.