Summit Brokerage Services Announces Record Attendance for 2014 Convention

Summit Brokerage Services Announces Record Attendance for 2014 ConventionSummit Brokerage Services, Inc. the Highest Rated Independent Broker-Dealer in the Country*, successfully completed the 2014 National Convention at the Boca Raton Resort & Club, October 9-11, 2014, with record attendance.


With over 450 in attendance, the theme of the three-day Convention, Summit’s Superheroes, focused on providing Summit’s advisors with the tools and strategies for them to discover and maximize their inner superhero powers and to grow their businesses.


Headlining this year’s convention was Brad Meltzer, the author of several #1 New York Times® bestselling books and famous superhero writer. Brad gave a Summit-exclusive presentation titled, “Be Remembered as a Hero to Your Clients“.


Jim Bowen, President of First Trust Portfolios, got everyone on their feet with an optimistic and inspirational message on the state of the American economy and how important the Independent Financial Advisor is to America. Other headlining speakers included: Chuck Wachendorfer, President of the advisor practice management firm, Think2Perform and Peter Montoya from the popular advisor platform, MarketingPro,


Prior to the conference, Summit gathered its’ top advisors for the Leaders’ Conference, giving them the opportunity to share their visions and ideas with Summit’s Executive Team, participate in advisor-lead case studies of best practices, and network with other elite advisors.


The Convention began on Thursday morning with continuing education sessions and the highly anticipated “eSolutions – Technology Best Practices” presentation where Rob Crowe, Chief Marketing Officer and Tom Terpko, Chief Technology Officer unveiled a new video showing how advisors can streamline different  technology platforms together throughout their practice to make them more efficient.


New this year, were specific breakout sessions for Branch Sales and Administrative Associates. They were able to have the opportunity to network amongst their peers, learn best practices, operational efficiencies and new technology applications to enhance their advisor’s practice.


The official convention hashtag was #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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