Boca Raton, FL, October 17, 2013 – Summit Brokerage Services announced the launch of a new practice management program, Business Solutions, designed to provide tools and resources to its financial advisors to better manage and grow their practices. The Business Solutions Library will provide Summit advisors, at no cost, a comprehensive source of interactive practice management content through Summit’s RepOffice Website and will be available for iPad and iPhone users through the Summit RepOffice App. Summit advisors will now have convenient access to all of Summit’s practice management materials, including whitepapers, manuals and interactive on-demand tools.
“Today’s challenging business environment requires a new approach to managing a more complex financial practice,” said Rob Crowe, Summit’s Chief Marketing Officer. “The Business Solutions Library helps our advisors navigate problems that all business owners face, which is increasingly important as the industry becomes more competitive and margins continue to shrink. Advisors that use innovative practice management techniques to better position themselves, both for attracting new business as well as gaining efficiencies will be the ones that continue to succeed.”
With the development of the Business Solutions Library, advisors will be able to conveniently use resources relevant to their business. The Library’s materials will be classified within each of Summit’s practice management categories: business management, client management and human capital.
Samples of content available on the site:
Business Management – Analyzing and Increasing Your Profitability
Client Management – Segmenting Your Clients
Human Capital – 90-Day Action Plan for New Hires
Business Management – Be a Wealth Manager
About Summit Brokerage Services, Inc. Member FINRA and SIPC.
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.
Contact Person: Mindy Clapp
Company Name: Summit Brokerage Services, Inc.
Telephone Number: 561.338.2770
Fax Number: 561.338.2843
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Web site address: www.summitbrokerage.com