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Rochester: 585.473.3590
Batavia: 585.344.1850
Lockport: 716.304.2102

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The Brighton Securities Financial Advisor Development Program is our commitment to the success of our Financial Advisors – the team we count on to “be there” for our clients.

 

Proven Program Success:

  • Top trainees have the potential to earn six figures within three years
  • 40% of our successful trainees are now equity partners in the firm

This proprietary program provides our new advisors some of the most professional and client-focused sales, investment, and business management training available in the industry.

Our trainees learn to develop and mine a pipeline of prospective clients, identify their needs and nurture them into long-lasting client relationships – every step of the way side-by-side with company mentors and managers. Most importantly, they’ll learn how to work with their clients to help them envision their future, and develop and execute investment strategies appropriate for their lifestage in order to help preserve and protect their wealth and help to ensure the lifestyle they ultimately desire.

Goals for Brighton Securities Financial Advisor Trainees

Licensing Phase: Pass their Series 7, 66, SIE, and insurance licensing exams.

Sales Foundations Phase: Balance continuous training with prospecting and pipeline building.

Book-Building Phase: Meet or exceed initial Assets Under Management (AUM) and revenue targets.

 
 

General Structure

  • Licensing (10 weeks)
  • Sales Foundations (6 Weeks)
    • Start Prospecting/book building phase
    • Pass the life accident and health insurance exam/class
    • One-on-One Training Programs
  • Building a Book (2 Years)
    • 8 Quarterly targets for AUM and Revenue
      • Create new business plan before each calendar year
  • Building and Maintaining a Book (Year 3)
    • Review previous year
      • Identify what has led to success and how to continue
    • Build business plan for coming year
    • Quarterly targets for AUM and Revenue

We place you at the center of your financial plan.

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