Receive the rewards and
recognition you deserve.

You deserve a broker-dealer that respects and appreciates your accomplishments. SagePoint understands the effort and dedication it takes to achieve at a high level, and we reward your success when you make it happen. We do so in many ways, including enhanced payouts, recognition at national conferences and in our corporate materials, and inclusion in special events.

Business Leaders Forum

One of our exclusive events is our annual Business Leaders Forum for top advisors and branch managers. This rewarding experience presents the opportunity to socialize and network with top SagePoint executives and your successful peers from across the country, in a relaxed environment. Over the past few years, we have hosted incentive meetings at the breathtaking Marquis Los Cabos overlooking the Sea of Cortez in Los Cabos, Mexico; the Ritz-Carlton Grand Cayman in the tranquil Cayman Islands; the luxurious Fairmont Southampton in Bermuda; and the exclusive Montage Resort in Laguna, California. This year’s event is scheduled to be held at the Grand Velas Riviera Maya, located on the Caribbean coast of Mexico.

National Education Conference (NEC)

This event is open to all advisors and is a one-stop source to fulfill continuing-education requirements, develop your business, and network with other successful independent financial advisors through workshops, events, and compelling keynote speakers. In fact, we have a full suite of education programs planned throughout the year that includes in-person, telephone, and online education courses.

Women's Conference

The Women's Conference brings together women throughout our network to share industry knowledge and best practices for practical, actionable ideas for maintaining and growing a successful business. 2010’s keynotes included respected economist Terry Savage, motivational speaker Karen McCollough, and American General's CEO Mary Jane Fortin.

Advisor Business Academies

New to our meeting schedule this year are Advisor Business Academies (ABA). The ABA meetings were created for the sole purpose of adding value to your business. Designed to deliver in-depth information on building and growing a successful practice, the Academies also provide an opportunity for you to earn CE credit and fulfill your annual compliance meeting requirement. You'll hear from the best and brightest industry experts each location has to offer.

Regional Business Meetings with ACM

Offered in key cities around the country, these half day sessions can help you grow your business and fulfill your 2010 Annual Compliance Meeting requirement, while networking with peers, management, and key sponsor representatives.