Summit Brokerage Recognized as an Elite Independent Broker-Dealer in Financial Planning Magazine

Summit BrokerageSummit Brokerage Services, Inc.the Highest Rated Independent Broker-Dealer in the Country*, was recognized today in Financial Planning Magazine as an Elite Independent Broker-Dealer. Continue reading “Summit Brokerage Recognized as an Elite Independent Broker-Dealer in Financial Planning Magazine” »

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Why is Generation X Going Broke?

Why is Generation X Going BrokeGen X is perhaps more diverse than any other generation when it comes to race, ethnicity and culture. They are earning money, spending it, and have become growing, important consumers to marketers worldwide. So why is Generation X – those 65 million kids born between 1964 and 1980 – going broke? Continue reading “Why is Generation X Going Broke?” »

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Top Financial Mistakes When Going Through a Divorce

Top Financial Mistakes When Going Through a DivorceBreaking up is hard to do and divorce can be expensive. When you’re going through the pain and emotional battles of a divorce, it’s easy to overlook financial issues which can hurt you years later. Divorce360.com offers advice on the top costly financial mistakes people make when going through a divorce.

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How Rich Do You Think You Are?

How Rich Do You Think You AreIn the land of opportunity, Americans may believe it’s harder to get rich than in the past. When asked about the likelihood of getting rich personally, however, one-third say it’s very or somewhat likely they will attain wealth because of their work, investments, inheritance or just plain good luck. Continue reading “How Rich Do You Think You Are?” »

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Developing a Dual-Impact Brand

Developing a Dual-Impact BrandBranding is an essential part of any viable business, but is more important than ever for financial advisors. However, unless you’re focused on developing a “dual-impact brand,” you’re likely missing a tremendous opportunity to connect with potential wealthy clients. Continue reading “Developing a Dual-Impact Brand” »

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Changing Your Clients’ Behavior

Changing Your Clients’ BehaviorDo you wish your clients approached their financial goals proactively? Do you feel irritated when clients agree to follow your recommendations, but fail to do so time and time again? Are you frustrated and tired from working harder than your clients to increase their net worth? Continue reading “Changing Your Clients’ Behavior” »

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Summit Brokerage Services Welcomes New Advisor

Summit Brokerage ServicesRobert Berg of Berg Wealth Management in Danbury, CT recently joined Summit Brokerage Services, Inc., the Highest Rated Independent Broker-Dealer in the Country*.

Berg, who has been servicing the needs of financial advisory clients for 31 years, was previously affiliated with Morgan Stanley, where he managed over $70 million in client assets. Continue reading “Summit Brokerage Services Welcomes New Advisor” »

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Summit Brokerage Services in Financial Planning Magazine 2014 FP50 Broker-Dealer Rankings

Summit Brokerage ServicesFinancial Planning, one of the industry’s leading publications, recently recognized Summit Brokerage Services in its annual 2014 FP50 B-D rankings. Summit ranked #1 in the high-end reps category, based on percentage of reps with production greater than $150k, and ranked in the top 25 in the highest average payout category. Continue reading “Summit Brokerage Services in Financial Planning Magazine 2014 FP50 Broker-Dealer Rankings” »

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Attention Financial Advisors: Ignore Women at your Own Risk

Financial Advisors Ignore Women at Own RiskIf you consider women investors as a minor or secondary market, you are missing out on an important business opportunity. It’s time for a reality check. Women comprise almost two-thirds of the U.S. workforce, and more than half of married women with business-related degrees out-earn their husbands. Women also wield enormous influence as business owners. As of 2013, it is estimated[1] there are more than 8.6 million women-owned businesses in the United States, generating more than $1.3 trillion in revenues and employing nearly 7.8 million people. Continue reading “Attention Financial Advisors: Ignore Women at your Own Risk” »

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Summit Brokerage Services Welcomes New Advisor

Summit Brokerage Services Phillip Salter of Mobiloil Financial Group in Beaumont, TX recently joined Summit Brokerage Services, Inc., the Highest Rated Independent Broker-Dealer in the Country*.

Salter, who has been servicing the needs of financial advisory clients for 25 years, was previously affiliated with LPL Financial, where he managed over $80 million in client assets. Mobiloil Financial Group is primarily focused on local credit unions and their members in the Beaumont, TX area. Continue reading “Summit Brokerage Services Welcomes New Advisor” »

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