Looking for a Firm That Listens to Its Financial Professionals?

In a profession built on trust, relationships and long-term vision, financial professionals know that success isn’t just about numbers, it’s about being part of something meaningful. It’s about having a voice in the direction of your business, your firm and your future. And yet, too often, they find themselves in environments where decisions are made from the top down, and field input is an afterthought.

That’s why being part of a culture that listens to financial professionals and where your voice is heard can be a game-changer.

Why your voice matters

As a financial professional, you’re on the front lines. You understand your clients’ needs, the challenges of running a practice and the shifts happening in the marketplace. When your insights are valued and acted upon, it leads to better outcomes for your clients and your business.

Having a voice means being able to influence the tools you use, the products you offer and the way your firm supports your growth. It means being part of a feedback loop that drives innovation, improves communication and ensures that the strategies being developed align with what’s actually happening in the field.

Turning insight into action

At Ameritas, this belief is more than a philosophy, it’s a practice. Through structures like the Field Advisory Cabinet, financial professionals have a direct line to leadership. But more importantly, they have a real impact. They help shape things like product design, enhancements to technology platforms and improving how the organization communicates with the field.

Ameritas has created a network of subcommittees under the Field Advisory Cabinet, each focused on specific areas like product development, technology and marketing. These groups are made up of field associates who bring their expertise and passion to the table, ensuring their insights directly influence key strategic decisions across the organization.

Participation in these subcommittees gives financial professionals a chance to dive deeper into the issues that matter most to them, collaborate with peers and work directly with Ameritas leadership to implement meaningful improvements. It’s a hands-on way to shape the future of the profession and to grow as a leader in the process.

This kind of collaboration ensures that decisions aren’t made in a vacuum. They’re informed by the people who know the business best. And when financial professionals see their feedback reflected in real changes, it reinforces a culture of trust, respect and shared purpose.

Study groups: where peer voices thrive

Beyond formal leadership channels, one of the most powerful ways financial professionals are heard is through study groups. These small, peer-led communities bring together professionals in similar roles to share best practices, hold each other accountable and support both business and personal growth.

Study groups aren’t just about networking. They’re about transformation. Members meet regularly to discuss what’s working, what’s not working and how to grow together. With the support of a home office representative and a field chair, these groups become safe, energizing spaces where ideas are exchanged freely and voices are amplified.

For many, study groups become a cornerstone of their professional journey, offering not just insight, but inspiration.

Conferences and events: platforms for impact

Large-scale events like national conferences and regional gatherings also play a vital role in elevating advisor voices. These aren’t just opportunities to connect. They’re platforms for influence. Financial professionals come together to share experiences, challenge assumptions and contribute to the broader direction of the organization.

Whether it’s through breakout sessions, roundtable discussions or informal conversations with leadership, these events are designed to ensure that field perspectives are not only heard but integrated into future planning.

The difference a listening culture makes

If you’re a financial professional who wants more than just a seat at the table, if you want to be part of a firm where your insights help shape the future, then being in a culture that listens is essential.

When your voice counts:

• You feel more connected to your work and your clients.
• You’re more likely to stay engaged and grow your practice.
• You help build a stronger, more responsive organization.

And perhaps most importantly, you become part of a community where leadership is shared, not imposed.

A future you help shape

In a world where many firms talk about empowerment but few deliver, finding a place where your voice truly counts can be the difference between feeling like a number, and feeling like a leader.

If you’re ready to be heard, to contribute and to grow in a community that values your perspective, it might be time to explore what’s possible in a culture built on listening.

Learn more about Ameritas.

Ready to make your voice count?

Connect with us today and discover how your insights can help shape the future—for your clients, your business, and yourself.

Securities offered through affiliate Ameritas Investment Company, LLC, member FINRA/SIPC. Financial planning and investment advisory services offered through affiliate Ameritas Advisory Services, LLC.