All Summit advisors will have 24/7 access to all the features of MarketingLibrary.net, including professionally pre-written content with a streamlined compliance approval process, allowing immediate access to powerful marketing materials. These materials include weekly economic updates, financial articles, client letters and reminders, invitations, multi-piece marketing campaigns, social media content and more.
Additionally, this partnership continues Summit’s commitment to provide integrated, mobile and best of breed technology to all of their advisors. MarketingLibrary.net will be accessible through single sign-on and will integrate with Redtail and other CRMs. It will also be available through Summit’s recently announced mobile app, eRepOffice, giving advisors mobile access to MarketingLibrary.
“At Summit, we are committed to the success of our advisors and are consistently striving to provide our advisors with the best resources and technology to help them grow their practices, save time and ultimately increase their success,” said Rob Crowe, Chief Marketing Officer for Summit. “Any time you can help your advisors systematize their practices, it becomes an invaluable resource for them.”
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.