Summit Brokerage Services, Announces Agenda and Theme for its 2014 Convention

Summit Brokerage ServicesSummit Brokerage Services, Inc. the Highest Rated Independent Broker-Dealer in the Country*, announced today the agenda and theme for its 2014 National Convention at the Boca Raton Resort & Club, October 9-11, 2014.

The theme of the three-day Convention, Summit’s Superheroes, will focus on providing Summit’s advisors with the tools and strategies for them to discover and maximize their inner superhero powers and continue to grow their businesses.

“Every day our financial advisors act as superheroes by helping their clients make sound financial decisions which have a profound effect on their clients and their heirs. Using Summit’s Superheroes as our theme gives Summit the opportunity to show our advisors we understand how important they are to their clients,” said Rob Crowe Summit’s Chief Marketing Officer.

Headlining this year’s convention is Brad Meltzer, the author of several #1 New York Times® bestselling books, as he will be giving an exclusive presentation titled, “Be Remembered as a Hero to Your Clients“. Other headlining speakers will be Peter Montoya from the popular advisor platform, MarketingPro, Jim Bowen, President of First Trust Portfolios and Chuck Wachendorfer, President of the advisor practice management firm, Think2Perform.

Pre-Convention activities will commence with Summit’s gathering of its top advisors for the Leader’s Conference. This includes the opportunity to share their visions and ideas with Summit’s Executive Team, lead advisor case studies of best practices, and networking with other elite advisors.  The Convention will begin on Thursday morning with continuing education sessions and the highly anticipated “eSolutions – Technology Best Practices” presentation. The Convention continues with additional industry leading speakers, informative strategic partner panel presentations and workshops which focus on growing the advisor’s business through practice management and recruiting.

New this year, based on feedback from our advisors, will be specific breakout sessions for sales and administrative assistants on Thursday and Friday, in addition to the technology center for sales and administrative assistants on Saturday. They will have the opportunity to learn best practices, operational efficiencies and new technology applications to enhance our advisor’s practice.

For updates and information during the convention, the official convention hashtag #SummitEvent

For more information on Summit Brokerage Services, visit or contact us at (800) 354-5528.

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.


Mindy Clapp – Marketing

595 S. Federal Highway, #500

Boca Raton, FL 33432


*Rated by REP magazine’s Independent Broker-Dealer Report Card.

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