Tag Archives: AXA Advisors Southwest

Shifting the financial focus

Dillan Micus

Dillan Micus: Under his leadership since 2006, AXA Advisors Southwest has grown from approximately $5 million to more than $18 million a year and averaged a 30 percent increase in staff each year – even during the recession.

Many fail to plan how retirement funds will be distributed, Micus says

Az Business: What challenges do you see your generation facing in regard to wealth management?

Dillan Micus: In regard to helping people my age with their actual wealth management challenges, I empower my team to use our Retirement Income Distribution Strategy (RIDS). Often, people spend all of their time focusing on pre-retirement accumulation, but fail to plan how those assets will be distributed during retirement, based on the things they want to actually do and places they actually want to go. This way of planning also neglects to address the most common risk factors that threaten one’s seemingly perfectly planned retirement years – longevity, inflation, taxes, interest rates, volatility and emotions. Through RIDS, we help our clients organize their money into three buckets – a cash reserve bucket, lifestyle bucket and inflation fix bucket – thereby creating a greater level of certainty that they will be able to live the lifestyle they want to live in retirement.

Moving on to actual wealth managers in my generation, I see two clear challenges, both of which AXA seeks to turn into opportunities.

First, those in my generation are neither “starting out” in their wealth management careers, nor approaching retirement. More often than not, they are eager for autonomy. So, we give it to them via an uncommon approach to comprehensive planning I developed called “Firm of Firms,” which empowers our best people to launch their own firms with our back-end support. This, in turn, allows our clients to receive a very high level of support and resources through one specific firm while getting the experience of other firms within the family of offices to focus on each integral part of financial management.

Second, those in my generation grew up very close to the “Me Generation,” but it is critical that those in my industry focus on being a “We” generation, meaning community engagement and servant leadership. I model this as a long-time member of the Boys & Girls Clubs of Greater Scottsdale board as well as my work as a Thunderbird. Our office also sets aside one day each year to volunteer together, even going so far as to put on our own charity event as a team.

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First-ever Weekend Jetaway Benefits Valley nonprofts

AXA Advisors Southwest announces that sponsorships and tickets are now available for the first-ever Weekend Jetaway, which will take place on Friday, Nov. 9th. 2012, from 6:30 p.m. to 10 p.m., and will feature live music, culinary creations from leading Valley chefs, cocktails and casino games set in a private jet hangar within the Scottsdale Airpark.

During the event, guests will have the chance to win several fabulous prizes, including the grand prize – a luxurious all-inclusive, first-class trip on a private jet. A live and silent auction will also take place, with proceeds from the entire evening’s events benefitting the Boys & Girls Clubs of Greater Scottsdale and Pat Tillman Foundation, respectively.

“This event is a project of passion for our team,” said Dillan Micus, former Boys & Girls Club kid and now-executive vice president of AXA Advisors Southwest. “Each year, our entire team focuses a day of service with an inspirational community organization. Eager to effect change, we decided to roll up our sleeves and put together an annual gala event meant to raise critical funds for our nonprofit partners.”

Tickets are limited and available now starting at $100, with VIP tickets starting at $200.

“Events like these help to support more than 16,000 Valley kids involved with the clubs and their access to the arts; character and leadership development; education and career development; health and life skills; and sports, fitness and recreation,” said Steve Davidson, president/CEO of the Boys & Girls Clubs of Greater Scottsdale.

In addition to AXA Advisors Southwest, Tiffany & Bosco P.A. and Great American Title Agency, Inc., who are serving as the presenting sponsors, additional current sponsors include Sapporo Scottsdale and Phocus Financial. Sponsorships range from $500 to $10,000 and are available at www.weekendjetaway.org.

“The Pat Tillman Foundation is proud to partner with AXA Advisors Southwest on this unique event, and we are honored to be selected to receive funds raised through its efforts,” said Marie Tillman, president of the Pat Tillman Foundation. “It is through the generosity of our donors that we are able to directly impact the lives of Tillman Military Scholars by providing the financial and educational resources needed to prevent undeserved debt, increase economic stability and establish a foundation for greater career opportunities.”

For more information about the first ever Weekend Jetaway, visit weekendjetaway.org.