Experience NEXT’s Unique Culture

Every year, NEXT hosts events across the country to bring our advisors together and encourage sharing, learning and relationship building.

National Educational Conference

Our National Educational Conference (NEC) gathers Representatives from around the U.S. to learn about new industry trends, regulatory changes, marketing concepts and more.

The NEC provides an opportunity for sponsors, Home Office staff and advisors to come together and share ideas while building lasting relationships. As our largest and most comprehensive conference, our company’s spirit truly shines at the NEC.

Top Producer’s Educational Conference

To recognize our highest producing Representatives and thank them for their outstanding business, NEXT invites our top producers to a world-class resort in an exclusive vacation destination. The Top Producer’s Educational Conference (TPEC) locations have included St. Thomas, Lake Tahoe, San Francisco and Alaska.

Fall Forum


The Fall Forum brings NEXT’s partners, Visionary Asset Management and NEXT Financial Insurance Company, together with our Representatives to network and learn about new products and sponsors.

Advisor. Coaching. Education. (A.C.E.) Events

The A.C.E. Events are held annually in locations across America to help advisors learn new marketing techniques and valuable business building strategies they can begin implementing the minute they return to their offices.

NEXT Challenge

Are you looking for effective marketing solutions and innovative techniques to grow your business? The NEXT Challenge is an elite coaching program that can help you take your practice to the next level. This three-day educational program provides training and mentoring in the fields of financial services, securities and investments, and financial planning. The NEXT Challenge is a unique opportunity for NEXT Representatives to share business strategies and best practices with fellow advisors who show tremendous growth year over year.NEXT Challenge

Regional Events

As independent advisors, our Representatives value the opportunity to take charge of their goals and create their own environments for success. To assist them form relationships with other NEXT Representatives on a local level, we help plan regional events featuring guests, presentations and topics our advisors want to learn more about.

NEXT University

To introduce support staff members and new Representatives to our Home Office employees and back office systems, NEXT invites personnel from around the country to attend our annual NEXT University (“NEXT U”). NEXT U features presentations from each department to help new members of the NEXT family acclimate to our broker-dealer.NEXT University

login box

login box text