Archive for November, 2011

Chris Mueller

“I am committed to adding value to our representatives’ practices through increases efficiency, continuing education opportunities and streamlining their workflow so they can spend more time with their clients.” –Chris Mueller, Senior Vice President of Operations

Karla Villarreal

“I am committed to supplying first-class support by ensuring that our representatives receive personal assistance from all executives, including the president, as a liaison between the home office and our representatives.” —Karla Villarreal, Executive Assistant to the president

Barry Knight

“Our definition of independence is being able to offer the freedom and choices to meet your clients’ needs with world-class marketing support, easy-to-use technology applications, extensive investment products and quality service, so you can focus on more important things.”—Barry Knight, President of NEXT Financial Group, Inc.

Robert Schlangen

“Our compliance department strives to educate our representatives while balancing the demands of an increasingly complex regulatory environment. The diverse industry backgrounds of our compliance professionals assist with understanding situations from various perspectives, yet still allowing for a consistent application of policies and procedures.” — Robert Schlangen, Chief Compliance officer

WE2

WE2 Advisory offers investment professionals innovative management philosophies and beneficial resources to help build their practice using personalized investment strategies, professional investment management, and the diversity investors need for their individual situation. We understand that everyone has unique situations and we can help identify the right solution for each client. WE2 can help you capitalize on your client’s portfolio and maximize their investments, giving you more time to adapt your business for the vision you want to achieve.

NFISCO

NEXT Financial Insurance Services Company (NFISCO) is a full-service National Field Marketing Organization (“FMO”) dedicated to helping NEXT representatives and life insurance agents grow their insurance business.

Using a streamlined process, NFISCO provides a broad spectrum of:
• Programs
• Products
• Selling Tools
• Multi-prong marketing strategies
• Advanced case underwriting
Let NFISCO help you position yourself as a professional with expertise in all aspects of your clients’ financial life cycle. Our team of seasoned professionals is here to provide the support you need to amplify your business.