Summit Brokerage Announces Discounts on “Best of Breed” Services

“Best of Breed” ServicesSummit Brokerage Services is always on the lookout for “Best of Breed” services we can deliver to our advisors.  The following are some recently announced partnerships.


Advanced Markets AdvisorFX

National Underwriter Company is proud to partner with Summit Brokerage Services in offering the Advanced Markets AdvisorFX online product to Summit advisors at a substantially reduced cost.


Advanced Markets Advisor FX is a virtual financial library that contains content on Estate Planning, Estate and Gift Tax, Non-Qualified Plans and much, much more.  Advisor FX also contains information on recent developments in the financial industry.  Lastly, Advisor FX includes the full contents of National Underwriters’ Tax Facts publication.


Advanced Markets AdvisorFX is designed to help advisors work smarter and grow their business. If higher closing ratios are the goal, access to current, on-target information is the key to reaching it. Advanced Markets AdvisorFX has a 55-year history of helping the best in the business become even better. Advanced Markets AdvisorFX will help advisors deliver better service, increase new business, and develop relationships with clients built on trust that will lead to referrals.


Cannon Financial Institute Certified Wealth Strategist (CWS®) Designation

Cannon Financial is the premier provider of professional development solutions for the world’s top financial organizations. Their instructors and consultants have earned a reputation for delivering comprehensive solutions that are focused, relevant, and strategically invaluable.

Cannon Financial Institute’s Certified Wealth Strategist (CWS®) designation applies to all financial services professionals serving affluent and high-net-worth clients. The skills and knowledge derived from the CWS designation have proven to dramatically grow an advisor’s business.

Summit advisors enjoy a special discounted tuition rate from Cannon Financial Institute for the CWS® designation.

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