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May 30, 2013 at 07:14 AM
Investors Capital (ICH) plans to host a special event to help 100 of its financial advisors double their level of fees and commmissions in four years, the group said last Thursday. The workshop will take place June 3-4 in Wakefield, Mass., and is part of the independent broker-dealer’s “2X” challenge.
“I am confident that we as a firm are capable of achieving great things,” said President and CEO Tim Murphy (left), in a statement. “That’s why I issued the 2X challenge. I not only want our advisors to double their individual production, I want Investors Capital as a firm to double its size over the next four years. I know we will succeed.”
The 2X IN FOCUS workshop is set to be the first in a series of events to be held in 2013. It will be led by Ron Purvines, Investors Capital’s top-producing advisor in 2012. (Purvines became affiliated with the IBD in September 2011, when he had about $1.7 million in yearly production and some $200 million in assets under management.)
“I asked Tim what can I do to help Investors Capital, what can I do to give back?” said Purvines, in a press release. “Together, we came up with the idea for this workshop, and I’m honored to be partnering with him to help my fellow advisors and my broker-dealer grow and succeed.”
Purvines will outline the eight-step methodology he has used to become a million-dollar producer. He will focus on marketing, appointment setting, initial interviews, portfolio composition, implementation, servicing, client events and referrals.
