PRACTICE MANAGEMENT CONSULTANTS

NEXT financial professionals have access to our Practice Management Consultants (PMCs): your in-the-field partners tasked with providing you the tools and services needed to run a successful practice.

Experienced, service-oriented and available, PMCs are there when you need them. They sometimes refer to themselves as the “Anti-Manager,” as they take the approach of being a resource, a think-tank and a guide rather than someone who is making suggestions on how financial professionals should run their businesses.

WE ARE YOUR REGIONAL FIELD PARTNERS

Our PMCs are friendly, approachable and a phone call away. While some broker-dealers see financial professionals as staff, at NEXT we see it differently. We see ourselves as your partners. Is there a marketing tactic you would like to explore? Our PMCs will put you in contact with the appropriate internal or external resource. Interested in trying new strategies to generate revenue but don’t know where to start? Sit down with our PMCs and let’s create a roadmap complete with deadlines and solutions to help you reach your goal. We help you get the most out of what you do.

WE PROVIDE FIDUCIARY SUPPORT

Oftentimes, there is the opportunity for financial professionals to advise based on a service that they have. Though the service may work for the client, it likely isn’t specifically tailored to the client’s inquiry. At NEXT, being fiduciary is one of our core philosophies. Our PMCs keep you ahead of the curve by educating you on your role as a fiduciary and how to work smarter with the client’s best interest in mind.

WE PROVIDE PRACTICE MANAGEMENT SUPPORT

Having been in the financial professionals’ proverbial shoes before, our PMCs not only share solutions based on proven strategies, they can back them up with real-world experience. Whether it’s working as a wholesaler, spending time in various banking roles or having a vast knowledge of the industry rules and regulations, we can help.

No matter if you are currently with NEXT or pondering joining, our PMCs are at your service. See below to learn more about Jim and Tom, their experience, concentrations and how they can be of assistance to you.

Jim Brown

With over 30 years of experience in the financial services industry, including advisor-facing services at Advisor Group and head of business development at SagePoint Financial, Jim truly has a passion for working with independent financial professionals. His extensive experience allows him to understand the unique challenges facing financial professionals as well as the opportunities available to them. A graduate of Georgetown Prep High School and Loyola University Maryland, Jim lives in Bethesda, MD, with his wife and family. Jim enjoys playing and watching tennis and golf, as well as spectating any college sporting event. He is a member of the Georgetown Prep High School alumni association and enjoys supporting charitable causes in the Washington, D.C. area.

how can we help you?

Contact us to learn more about our services and capabilities, or if you have technical inquiries.