Date: 11.08.17

Summit Brokerage Services Announces Record Attendance for 2017 Connect Conference

Press Release

November 8, 2017

Summit Brokerage Services Announces Record Attendance for 2017 Connect Conference

Boca Raton, FL – Summit Brokerage Services, Inc. the highest rated independent broker-dealer in the country**, successfully completed its 2017 National Conference, which took place at the Boca Raton Resort & Club on November 1 - 4, and achieved record attendance.

With over 625 total attendees, the theme of the three-day Conference, Advancing What’s Next, was evident in every session. Summit’s goal was to provide advisors and their assistants with actionable strategies that will pioneer the next chapter of the industry’s evolution, by redefining the way financial advice is delivered to clients. By embracing the changing need for advice and how it is delivered, Summit and Cetera Financial Group are creating a more relevant experience, built on transparency and trust. Not only is this transition far more meaningful to advisors and their clients, but it is vital to the health and future of the entire industry.

Marshall Leeds, President and CEO of Summit, said, “It was really inspiring to see all the Summit advisors experiencing the new platforms and resources they will be using to grow their business. As we enter the new fiduciary era, Summit’s advisors will be able to leverage all of Cetera Financial Group’s resources to deliver a unique Advice-Centric Experience™ for their clients.”

Headlining this year’s conference was Phil Buchanan, Executive Chairman of the Board from Cannon Financial. Mr. Buchanan’s presentation, “Change Like Your Business Depends On It,” challenged Summit’s advisors to embrace the coming change in the industry. Other key speakers included Brett Harrison, Executive Vice President for Cetera Financial Group, whose presentation titled “Our New Normal: Impact and Opportunity in The New Fiduciary Era,” was highly lauded, and Sam Silverstein, accountability leadership expert, who presented on “The Accountable Leader’s Guide to Change.”

For the third year in a row, Summit hosted the Women’s Impact Network (WIN) luncheon with a special panel of Summit female advisors including: Lindsey Chrystan of Grandville, MI, Cheryl Dyer of Medford, OR, Allison Janke of Port Richey, FL, and Paula Porsch of Kansas City, MO.

This year’s conference included a surprise gift to all attendees, as Marshall Leeds presented them each with an Amazon Dot at the conclusion of his presentation. With the focus of the conference on technology, Mr. Leeds presentation included a special “Ask Summit” Amazon Alexa component. Also new this year was a special exhibit on The Advice-Centric Experience. This exclusive showcase included the proprietary Cetera Financial Group technologies, resources and platforms including My Advice Architect™, Decipher™ and the Advice Architect Ecosystem™. Additionally, the Advice-Centric Experience had representatives from many companies that support Summit’s advisors in providing this new experience to their clients. Summit also hosted specially-tailored breakout sessions for Branch Sales and Administrative Associates. They were able to network amongst their peers, learn best business practices, discuss operational efficiencies, and test new technology applications, all with the aim of enhancing their advisor’s practice.

The official conference hashtags were #2017Connect and #AdvancingWhatsNext.

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

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 firms empowering the delivery of professional 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

* "Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Investment Services (marketed as Cetera Financial Institutions), Cetera Financial Specialists, First Allied Securities, Girard Securities, and Summit Brokerage Services. All firms are members FINRA/SIPC.

**Industry recognition from

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