ProEquities, Inc., an independent RIA and a broker-dealer, is launching a practice management group which the company said is “designed to accelerate growth for independent financial advisors in the new fiduciary era.” The company appointed Cristi Meyers to spearhead the platform.
“The ProEquities practice management group will provide our advisors with comprehensive resources and practical strategies for business growth by executing a 360-degree approach between the home office and the advisor community as we develop our offerings,” said Chris Flint, president and CEO of ProEquities.
As part of the launch, the company also formed the women’s networking forum and the millennial leaders study group.
The women’s networking forum is a group comprised of almost 100 advisors from across the firm’s community of financial advisors. The group offers an in-person and virtual forum to discuss practice management topics, such as client acquisition, retention, and succession planning, with an emphasis on providing information particularly relevant to female advisors.
The millennial leaders study group encompasses licensed advisors age 25+ years old who are affiliated with industry veterans partnered with ProEquities. It will enable millennials to learn from each other through networking events and professional development webinars.
ProEquities appointed Meyers, the former assistant vice president of business development at Lincoln Financial Network, to spearhead the growth and development of the practice management group. In her role, she will identify emerging best practices from the two peer coaching groups and develop an information conduit that links these groups with the broader ProEquities advisor community.
ProEquities is a wholly-owned subsidiary of Protective Life Corporation and supports more than 700 independent advisors nationwide.