Independent broker-dealer Securities America (SAI) attracted several big name speakers for their annual Connect! National Conference in San Francisco which took place during the last week of June. Former Secretary of State Condoleezza Rice, New York Times Columnist Marci Alboher, and Captain Richard Phillips all took the stage with powerful messages of self-empowerment along with a focus on long-term growth applicable to independent financial advisors of all levels.
Rice delivered a compelling 30-minute presentation highlighting the philanthropic sense of duty within the nation and declared, “It is responsibility that undergirds this sense of obligation to do good things.”
During an interactive panel, panelists responded to concerns from both Gen X and Gen Y investors. One main theme throughout the night was the demand for financial advice in providing a greater quality of life within the next decade.
Another key point was the increasing demand for Next Gen advisors as those of the Baby Boomer generation transition into retirement.
Although the idea of retirement in comparison to financial stability was met with less urgency, the conference helped introduce an envisioned concept of retirement.
Former New York Times Columnist Marci Alboher featured at the 6th annual Super Women’s Summit Luncheon proposed, “Instead of seeing the aging population as a problem, what if we see them as a legion of problem solvers?”
Former managing director of Morgan Stanley Anne Greenwood adds, “Advisors can play a key role in helping Americans plan and fund their second chapters of life. Advisors may be the catalyst for clients to do the good they’ve always dreamed of.”
Captain Richard Phillips of Maersk Alabama shared his motivational story detailing his heroic encounter when a group of Somali pirates captured his ship in 2009.
Despite the eventful conference schedule, the broker-dealer also took time to focus on giving to charity.
In reverence to its 30th Anniversary Charitable Campaign, Securities America successfully raised $51,216 for Alex’s Lemonade Stand Foundation for Childhood Cancer.
Founded in 1984, Securities America with over 1,700 advisors remains one of the nation’s largest independent broker-dealers managing $50 billion in client assets.