The firm also announced the development of the Practice Management Group, a resource network connecting the home office staff and the management team to the firm’s advisors nationwide. The group is a supportive platform for advisors in the ProEquities community to share ideas on customer retention and training new advisors.
Cristi Meyers will develop and manage the Practice Management Group. Its goal is to provide all advisors with resources and guidance when engaging millennial advisors and clients, as well as women advisors and investors in all stages of financial planning.
Meyers previously held roles in operations, compliance, recruiting, strategic planning and most recently served as an in-house consultant to advisors to increase assets, revenues and efficiency. Meyers and Flint previously worked together at Lincoln Financial and Securities America in Omaha, Neb.
ProEquities is also in the process of creating a business-coaching program that will assist new advisors in adapting to the fiduciary environment. The programs will also develop advisory boards for top performing advisors and sales assistants. A customer experience group is also in the works that will examine how to create the best customer experience for its clients and will serve as a guideline for advisors.
Flint said, “As a firm that enjoys the backing of a well-resourced parent company in Protective Life Corporation, we recognize the importance of assets such as technology, home office expertise and access to top-tier third-party solutions providers. But rather than a finish line, we see these assets as a catalyst for a new firmwide approach to practice management that will drive added value for our advisors.”
ProEquities is a wholly owned subsidiary of Protective Life Corporation. The company has approximately $79.6 billion in assets and is a wholly owned subsidiary of Dai-ichi Life Holdings Inc.