Summit Brokerage Services Inc., the #1 Independent Boutique Broker-Dealer in the Country*, is pleased to announce the new Practice Management Workshop for Summit’s independent financial advisors. By introducing this new workshop at no cost to its advisors, Summit is deepening its commitment to providing the tools and resources advisors need to grow their business.
Summit will be strategically partnering with Cannon Financial Institute, the premier provider of professional development workshops in the financial services industry. Summit’s advisors will have exclusive access to a customized course with proven success formulas, which have been used and practiced by the industry’s top-performing advisors.
“We want to provide our advisors with the opportunity to leverage the industry’s best resources for growing their business”, said Rob Crowe, Executive Vice President and Chief Marketing Officer for Summit. “By leveraging the Practice Management Workshop, Summit’s advisors will achieve greater results, increase client satisfaction, and strengthen client-advisor relationships.”
About Summit Brokerage Services, Inc.
Summit Brokerage Services, Inc. is a Boca Raton, 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
Email Address: email@example.com
Web site address: www.summitbrokerage.com
*Ranked by an industry publication.