Pasadena, CA (PRWEB) April 03, 2013
For the second year in a row, Western International Securities hosted a regional meeting for over a dozen of its Advisors in Incline Village, NV. This year’s meeting agenda included business planning and ideas for attracting clients and working with centers of influence. The meeting also included discussions on income solutions, advisory services, technology tools and succession planning. These topics were requested by the Advisors as a part of their development plans for 2013. Succession planning was emphasized as it is estimated that less than 10% of Financial Advisors have a written succession plan that complies with FINRA/SEC regulations and names a specific successor. Western’s Managing Director, Carolyn Armitage, led the discussions. Also in attendance from Western International Securities were Don Bizub, CEO; Wendy Rea, Senior Managing Director and Dave Simon, Sales Supervisor.
“We’re extremely pleased to be able to offer this level of education and support for our Advisors. This meeting provided them with valuable ideas for growing their businesses as well as giving them the opportunity to connect and network with one another.” said Donald Bizub, Chief Executive Officer of Western International Securities. “WIS has over 250 Advisors and is growing its advisory business that is cleared through J.P. Morgan Clearing Corp. and Pershing, LLC.” said Bizub.
Western International Securities is among the largest independent broker/dealers clearing through J.P. Morgan Clearing Corp. Through its clearing agreement with J.P. Morgan Clearing Corp. and Pershing LLC, Western is able to provide its Advisors with state-of-the-art financial services and support. Established in 1995, the firm is headquartered in Pasadena, CA and maintains offices in all major financial centers nationwide.
If you’d like more information, please contact Ecri Gutierrez at ecri(at)wisdirect(dot)com or
888-793-7717. Western International Securities, 70 South Lake Avenue, Pasadena, CA 91101, http://www.wisdirect.com.