Energy levels ran high among expert presenters and 190 attendees during
Securities America’s 21 st Assistant University.
The Assistant University Study Group and Sales Assistant Advisory Board
(SAAB) meeting began their day-long meetings first thing Wednesday
morning. Chris Kirby, senior business consultant for Securities America
Practice Management, and Karen Keithley, business consultant for Securities
America Practice Management, led the study group’s discussions around the
biggest challenges and opportunities their firms have encountered.
Laurie Burkhard, senior Practice Management business consultant, and
Brian Eaton, manager of Practice Management Technology Training, collected
insights from SAAB members on how Securities America’s initiatives are
meeting our clients’ needs and what we can do to better serve our advisors
and their staff.
On Wednesday afternoon, over 50 industry
newcomers attended inaugural sessions of
the new track, “New to Financial Services
Foundation,” and principals and support
staff heard real-life case studies during
the continuing education session on anti-
During the early evening, first-time attendees
and AU veterans enjoyed connecting and
networking during the welcome reception.
On Thursday morning, Phil Hansen
presented an inspiring keynote message
titled “Embrace the Shake.” As a gifted
young artist working with pointillism (the art
of creating images with small dots), Hansen
3 Financial Institutions Newsletter | 4 th QUARTER 2018