Boca Raton, FL, September 25, 2013 – Summit Brokerage Services announced today at its National Convention that all of its Chairman and President Club members will receive their own customized iPad at no cost, giving them the ability to integrate mobile technology into their practices. Each advisor will be able to select the type of iPad they want and have the ability to customize the various applications they prefer for their practice. In addition, Summit will provide in-depth training to all their advisors on how to utilize mobile technology in their businesses.
Increasing the Advisor’s Efficiency
Many advisors recognize that having this type of mobile technology makes them more efficient by enabling access to client data through their CRM, access to client reports and statements through reporting systems, making client presentations, placing trades, updating their social media sites and catching up on industry news.
Positive Client Experience
“The mobility that iPads create will give our advisors real-time access to account information and reports that only could be normally accessed from the office. This on-demand access gives our advisors a higher level of customer service in terms of accountability and transparency from the client’s experience”, said Marshall Leeds, Summit’s Chairman and CEO.
About Summit Brokerage Services, Inc.
Summit Brokerage Services, Inc. is a Florida-based financial services company that 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.