Boca Raton, FL, October 26, 2015 – Summit Brokerage Services, Inc. the Highest Rated Independent Broker-Dealer in the Country*, successfully completed the 2015 National Conference at the Boca Raton Resort & Club, October 22-24, 2015, with record attendance.
With over 500 in attendance, the theme of the three-day Conference, Growth in Action, focused on providing Summit’s advisors and their branch associates with the tools and strategies for them to organically grow and expand their businesses. Many of these tools and resources were provided by Cetera Financial Group, Summit’s Broker-Dealer network.
Marshall Leeds, President and CEO of Summit, said, “it is our belief that Summit has the ability to grow and enhance our advisors’ businesses and support them by offering opportunities to fuel this growth. The goal of our National Conference was to give our advisors the tools and resources to continue to be a catalyst for this growth.”
Headlining this year’s conference was Jamie Clarke, adventurer, author, filmmaker, entrepreneur, and inspirational speaker. Clarke has summited Mt. Everest twice, climbed the Seven Summits, and ridden camels across The Empty Quarter of Arabia. His presentation titled, “Above All Else: The Power of Passion” stirred emotion and created a lasting impression among the attendees who responded with a standing ovation.
Other headlining speakers included: Phil Wright, Vice President, Marketing Communications from Jackson National Life Distributors LLC, Michael Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CAS, Gloria Nelund, Chairman and CEO of TriLinc Global, LLC and Bob Rice, Neuberger Berman, Managing Partner of Tangent Capital and Investment Analyst.
Prior to the conference, Summit gathered its’ top advisors for a Roundtable Discussion, giving them the opportunity to share their visions and ideas with Summit’s Executive Team, participate in advisor-lead best practices, and network with other elite advisors.
The Conference began on Thursday morning with continuing education sessions and the highly anticipated “eSolutions – Technology Best Practices” presentation where Rob Crowe, Chief Marketing Officer, Tom Terpko, Chief Technology Officer and Mukesh Metah, Chief Technology Officer for Cetera Financial Group, enlightened advisors on how the future of advisors and client technology will be evolving.
In addition, Summit hosted 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 conference hashtag was #SummitEvent.
About Summit Brokerage Services, Inc.
Summit Brokerage Services is part of Cetera Financial Group, RCS Capital Corporation’s (NYSE: RCAP) retail investment advice platform. Summit Brokerage 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.