Our Home Office staff has a wealth of industry experience and knowledge. Every day, that expertise and dedication to supporting our representatives comes through. In fact, our back office is committed to ensuring a 24-hour response time on inquiries, email and voicemail messages.
The NEXT level of service not only sets us apart from other broker/dealers, it has resulted in our representatives honoring our back office support by voting NEXT “Broker/Dealer of the Year”* in a leading industry magazine poll the past several years. From the smallest, simple answer to complex research, we’re here to respond to your inquiries quickly, so you have the accurate and timely solutions you need to ensure your business keeps running smoothly and without interruption.
Our representatives are the owners of NEXT and are always our first priority. That is why we provide personal support to each of our representatives and offer on site visits from Transitions and Regional Managers to your office. It’s face-to-face support designed to give you every advantage possible.
Throughout every facet of NEXT, you will find the highest of ethics. To assist you in meeting the challenges of the financial industry, we provide top-level compliance. We’re in the business of finding solutions in compliance, and are committed to helping you run your practice in the ethical way you want. Our Compliance Advisory Board, comprised of producing representatives, helps make the decisions that affect you and your business. No matter what the issue, you can count on our compliance staff to always be available to answer any compliance question and to keep you informed of the industry’s latest decisions and activities. We’ll listen to every issue and conduct the research needed to develop a solution that satisfies your business requirements as well as industry regulations.
"What separates NEXT from everyone else is the fact that we serve only the advisor, they are our only constituency. From the President down to the newest clerk in operations, everyone at NEXT knows that their job exists to service the needs of the NEXT representative. Our model has created a culture and that culture is exceptional and focused on the advisors. We foster a culture of “Yes”. You’ll never get a “no” from our NEXT just because a request is inconvenient or we’ve never done it that way before. We respect the roles of the other and treat each other with respect."
Barry Knight President