On June 5, 2019, parent company Ladenburg Thalmann, a diversified financial services company and two of its independent advisory and brokerage firm subsidiaries, Securities America and KMS Financial Services, welcomed 36 Link to the Future (LTTF) scholarship participants to the Seattle National Conference.
The LTTF program offers conference scholarships to university students who are majoring in business and have an interest in finance to allow them to attend a professional conference, where they can learn from experienced independent financial advisors and industry leaders.
Students from the Seattle area and daughters, sons and family members of Securities America and KMS Financial Services advisors were encouraged to apply.
Out of 49 applicants, 36 students were awarded conference scholarships. Participants engaged in educational sessions, panel discussions, individual resume consultations and networking, while getting an exclusive look at the financial services industry.
“Link to the Future has been so valuable. We had the ability to meet industry professionals – it really has been a great experience,” said Rebeca Silva, a student at the University of Idaho and LTTF participant.
To kick off the conference, LTTF participants attended an orientation with an exclusive meet and greet reception with leaders from Ladenburg Thalmann, Securities America and KMS Financial Services. Later, they joined national conference attendees in a welcome session featuring keynote speaker Josh Linkner, hyper-growth leader and tech entrepreneur.
On Thursday, June 6, Bridget Musick, a training consultant with Securities America, shared resume and interview best practices, and Theresa Homecillo, director of Licensing and Registration with Securities America, discussed the variety of entry exams required to advance in the industry. Later, LTTF participants attended an educational session on the digitization of advisory tools led by Dan Sachar, vice president of Enterprise Innovation and head of Ladenburg Innovation Lab at Ladenburg Thalmann, and Bryan Di Iorio, marketing associate at Ladenburg Thalmann Asset Management.
The next day, attendees heard a two-person advisor panel take an in-depth look at client case studies, and a four-person advisor panel share their journey into the financial industry. That evening, participants joined more than 1,000 national conference attendees and guests at an exclusive reception at the Seattle Space Needle and Chihuly Garden and Glass.
“My experience, so far, has been tremendous. Link to the Future has been a high-quality, first-class event. I haven't come across one breakout session or individual who has been anything short of professional. This event has really opened my eyes; they've got me hooked,” said Anthony Stoll, Link to the Future participant and U.S. Army captain.
On the last day, LTTF participants had one final session where they had the opportunity to provide feedback about their experience, learn follow-up steps to stay connected within the industry and give helpful insights into how we can continually strengthen our program.
Other highlights included 30-minute individual resume consultations and pairing LTTF participants with tenured financial advisors, who served as conference hosts throughout the conference.
Questions about upcoming Link to the Future programs and how to apply for a conference scholarship to attend our next event can be directed to firstname.lastname@example.org.