NEXT Financial Group Reps

NEXT Financial Group has made a long standing commitment to helping its representatives achieve success. Together with 4WARD Marketing we have provided you with advice, opportunity, and suggestions. We have also noticed a trend in marketing that can be beneficial for your company; niche marketing.

While many financial planners believe that marketing to the largest group possible will yield the best results, this can actually be detrimental to your business. NEXT Financial Group has seen a huge potential in niche marketing and discovered that it’s definitely something to explore and implement.

NEXT Financial Group believes that building connection through niche marketing can be done in three steps; analyzing you potential customers, market, and cultivating your niche. We’ll cover the first step in this blog, check back for steps two and three.

First, it’s important to understand the kind of customer that you’re targeting. You can search for trends within your current business relationships and find commonalities through local wealthy organizations and groups. You can develop a list of promising companies and large industries in your area through the census bureau website. It is important to remember to develop a vision for your potential customer and how to reach them.

4WARD Financial Marketing, a NEXT Financial Group partner, is experienced in helping you achieve the results you’re looking for. Check back for the other steps on how to develop your niche marketing plan.

The registered representatives of NEXT Financial group are given immense support and comprehensive tools to help them get the most out of their business goals. We are committed to excellence and strive to bring our representatives the very best in customer service, technology solutions, and perks.  One of our partner companies, Pershing is a prime example of how NEXT Financial Group is dedicated to helping you in the best way we can.

Pershing is a subsidiary of The Bank of New York Company, Inc. and has assets over $12.4 billion.  They have 18 offices worldwide with over 4,400 staff members that, like NEXT Financial Group, provide you with flexible technology, operational support, practice management solutions, and investment products.  NEXT is proud to make Pershing available to our representatives. They will help with wide range of investment products, including managed account services, wealth management, lending, cash management, and retirement planning solutions.

As a member of the NTSE/FINRA/SIPC, Pershing has proven its excellent track record of providing remarkable service to the people they work with.  NEXT Financial Group is a company that shares similar sentiments.  We are always committed to providing you with the best service we can because we understand your needs and ultimately your bottom line.

The broker/dealer relationship at NEXT Financial Group is superb.  It is what has earned them the Broker/Dealer of the Year Award for seven years.  But why do the representatives care so much? It’s simple.  They are owners of the firm and have naturally developed relationships with people.

Jeff Auld, former President of NEXT Financial Group, Inc., recalls a morning visit to the operations area, where he heard a trader call a rep because she had received a market order early in the morning on a particular stock. She had recalled that the previous afternoon, the rep had called to get some quotes on this stock and wondered where they should make a limit order. The trader took the time to call the rep to verify that he really wanted a market order rather than a limit order, since they had discussed the limit order the day before.

This devotion to accuracy is partly because the people in the NEXT Financial Group office are also owners of the firm.  In fact, most of them own stock.  “They just seem to develop relationships with reps in the field, and they care a lot,” said Auld. Those two reasons, he says, “are the only reasons I can think of to justify the level of service that we have here.”

NEXT Financial Group employees think outside the box and provide integrated technology support to enhance your business and client satisfaction.  They truly care about your business and have an interest in the performance of NEXT Financial.