Inaugurated in 2005, this annual, educational workshop is exclusively for NEXT representative’s assistants. The three day event starts with a tour of NEXT’s headquarters where assistants are able to meet the home office staff who supports their offices every day, followed by a welcome reception.
The meeting kicks off with a keynote speaker who focuses his powerful three-hour session on how to improve office efficiencies and organizational skills, and how to give others in the office the “Ritz Carlton Experience” when working with them. The following day and-a-half is filled with action packed presentations featuring:
• Information Technology – NetX360™
• Brokerage Business and Documentum
• An Overview of WE2
• Trading and Order Execution
• New Account Procedures
• Customer Service
• The Commission Process
• 4WARD’s World Class Marketing Support
• NFISCO, Navigating the World of Fixed Insurance
• Compliance and Licensing
The session is followed by an open forum where assistants can ask members of the management team and executives questions; and concludes with a graduation ceremony where assistants are awarded a Certificate of Completion of Brokerage Science from Barry Knight, President of NEXT Financial Group.