Summit Brokerage Services Announces Agenda and Theme for its 2017 Conference
The Advice-Centric Experience Takes Center Stage for Summit’s Advisors
Boca Raton, FL – Summit Brokerage Services, the #1 independent broker-dealer in the country**, announced today the agenda and theme for its 2017 National Conference at the Boca Raton Resort & Club, November 1-4. 2017.
The theme of the three-day Conference, ADVANCING WHAT’S NEXT, will focus on giving Summit’s advisors actionable strategies which will pioneer the next chapter of our industry’s evolution, by redefining the way financial advice is delivered to their clients. By embracing the changing need for advice and how it is delivered, Summit and its parent company, Cetera Financial Group are creating a more relevant Advice-Centric Experience, built on transparency and trust. Not only will this change be far more meaningful to our advisors and their clients, the change is substantial to the health and future of our entire industry.
Headlining this year’s conference is Phil Buchanan, one of most highly sought after wealth management experts in America, who serves as the Executive Chairman of the Board for Cannon Financial Institute. Mr. Buchanan will be presenting, “Navigating Change Like My Business Depends On It.” Additionally, Sam Silverstein, the founder of The Accountability Movement™, will be a keynote speaker sharing how advisors can break through the barriers that restrict organizations and businesses from living in an accountable culture.
New this year, Summit’s Exhibition Hall will feature a special Advice-Centric Experience area to demonstrate to Summit’s advisors a 360-degree view of all the tools and resources available to integrate this concept into their businesses. Also, new this year, the breakout sessions will be categorized into tracks supporting the advisor’s transition to the fiduciary era and will be identified based on the level of complexity. The advisors will be able to choose their sessions based on the stated learning objectives and their degree of familiarity with the subject matter.
For updates and information during the conference, the official conference hashtag #2017Connect
About Summit Brokerage Services, Inc.
Summit Brokerage Services is part of Cetera Financial Group. 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.
About Cetera Financial Group
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit www.ceterafinancialgroup.com.
*"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, Girard Securities and Summit Brokerage Services.
**Industry related publication
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