Summit Brokerage Services, Announces Agenda and Theme for its 2015 Conference | Summit
Boca Raton, FL, September 21, 2015 - Summit Brokerage Services, Inc. the Highest Rated Independent Broker-Dealer in the Country*, announced today the agenda and theme for its 2015 National Conference at the Boca Raton Resort & Club, October 22-24, 2015.
The theme of the three-day Conference, Growth in Action , will focus on giving Summit’s advisors the resources to increase the efficiency of their businesses, capture more of their clients’ assets, and gain more referrals.
Headlining this year’s conference is Jamie Clarke, Extreme Adventurer, Author and Co-Founder of LiveOutThere.com, giving an exclusive presentation titled, “"Above All Else: The Power of Passion". Other headlining speakers will be Michael E. Kitces, publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd's Eye View, Bob Rice, Managing Partner of Tangent Capital and Investment Analyst on Fox Business News and Gloria S. Nelund, Chairman & Chief Executive Officer of TriLinc Global.
Pre-Conference activities will commence with Summit’s gathering of its top advisors for the Advisory Council. This council affords these advisors the opportunity to share their visions and ideas with Summit’s Executive Team, discuss best practices, and network with other elite advisors. The Conference will begin on Thursday morning with continuing education sessions and the highly anticipated “eSolutions – Technology Best Practices” presentation. The Conference continues with industry experts from Cetera Financial Group who will be presenting their exclusive tools and resources such as Pentameter™, Connect2Clients™ and the Advanced Planning Group. Additionally, Summit will continue to provide breakout sessions for sales and administrative assistants on Thursday and Friday, giving them the opportunity to learn best practices, operational efficiencies and new technology applications to enhance our advisor’s practice.
New this year are the Client Chronicles Case Study Panels, which will highlight case studies showcasing "real world" situations/ problems the advisors’ clients and prospects may face and the real-life solutions they can leverage to help those clients achieve their goals.
Every year during the conference Summit has traditionally spotlighted a charity to support which the firm believes will make a difference in our advisors’ communities. This year, we are proud to announce, Connected Warriors will be our charity. Connected Warriors is a 501(c)3 non-profit organization founded on the principles of volunteerism and selfless giving. It is a collection of yoga teachers, business professionals and military veterans who have joined together to honor military men, women and families by making available an effective method of health and well-being. The practice of yoga is used as a powerful tool helping Veterans overcome stresses, injuries and unwanted effects of military service.
For updates and information during the conference, the official conference hashtag #SummitEvent.
For more information on Summit Brokerage Services, contact us at 800.354.5528.
About Summit Brokerage Services, Inc.
Summit Brokerage Services is part of Cetera Financial Group. Summit Brokerage provides a broad range of securities brokerage and investment services to primarily individual investors. Summit Brokerage also sells insurance products, predominantly fixed and variable annuities and life insurance through its subsidiary, SBS Insurance Agency of Florida. Summit Brokerage also provides asset management services through its investment advisor, Summit Financial Group, Inc.
About Cetera Financial Group
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit www.ceterafinancialgroup.com.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, Girard Securities, The Legend Group and Summit Brokerage Services.
*Rated by REP magazine’s Independent Broker-Dealer Report Card.
Summit Brokerage Services, Inc.
595 S. Federal Highway, #500
Boca Raton, FL 33432