In February, Janney kicked off the Practice of the Future Regional Workshop series to provide the Firm’s Financial Advisors with the most relevant and current information to help them grow their practice in an ever-changing financial landscape.
In February, Janney kicked off the Practice of the Future Regional Workshop series to provide the Firm’s Financial Advisors with the most relevant and current information to help them grow their practice in an ever-changing financial landscape. This 12-part tour of cities across the east coast features Janney’s top subject matter experts who are sharing valuable information with the field. Speakers are discussing the importance of utilizing technology to meet client needs, moving towards a holistic financial planning approach, and understanding the changing regulatory environment. They are also providing insight on the demands that savvier clients and the next generation will have in the future and the impact that all of these factors can have on an Advisor’s practice.
Janney created these one-day events to offer Financial Advisors practical ideas and information to drive an understanding about the growing need to connect with clients digitally, become a fiduciary, and actively market their true differentiators to remain successful. The workshops demonstrate how the practice of the future is one that is heavily dependent on technology, and is moving away from a transactional-based fee structure to providing clients with advice beyond investments. The Workshops give insight into the significant impact these factors have on a Financial Advisor’s practice and provides them with the knowledge to adapt quickly.
“The Practice of the Future Workshops are a great opportunity for Financial Advisors to learn from Janney’s best. From understanding the technology platforms and solutions that we offer, to hearing about top financial planning strategies and the opportunities each presents, they will walk away with the tools they need to be forward-thinking and put their clients first,” said Rachel Stein, Director, Learning & Professional Development at Janney. She continued, “Financial Advisors need to feel comfortable adapting to new technology and understanding the impact it will have on their current clients and when connecting and doing business with the next generation of clients.”
George Keith, Janney’s Senior Vice President / Complex Manager for Connecticut’s Darien, Fairfield, New Haven, West Hartford, Mystic, and Glastonbury offices heard positive feedback from Advisors in the region about the second Practice of the Future Workshop, held in Stamford, CT in March. “From our most seasoned Financial Advisors to new recruits, everyone was talking about how helpful the workshop was. It was also great for my team to interact with and hear from other Advisors in the area, and to learn how they approach their business,” said George. “The focus on technology, including My Net Worth, was enlightening. And, the workshops make my job as a Complex Manager easier because the speakers did such a tremendous job of educating and motiving everyone who attended.”
Janney’s Peter H. Sargent, CFA, CFP®, Executive Vice President / Wealth Management in Yardley, PA and Raleigh, NC, said, “The Report Cards, which were distributed during the conference, gave us a good sense of where our books are, how efficiently we are running our practice, and where there are opportunities to grow.” He continued, “I think a strength in Janney’s strategy is the freedom it gives to Advisors to run our businesses the way we feel it will be most successful, while providing us with insight and support to help us continue to be effective.”
“At Janney, we work hard to ensure that our Financial Advisors have the insight, technology, support, and education to best meet the unique needs of their clients,” said Rachel. “The Practice of the Future Regional Workshops are an extension of this continued commitment to our Advisors.”