SET YOUR SAILS WITH US
WE PROVIDE COMPREHENSIVE SUPPORT AND
ADVANCED TOOLS ENABLING OUR ADVISORS
TO BOOST THEIR EFFICIENCY AND MAXIMIZE PRODUCTION.
All independent organizations provide similar payouts and investment products. The real difference is the firm’s culture, especially as it pertains to the level and quality of service provided to the firm’s advisors. At Summit, we recognize that servicing your clients is the most important thing you do, and servicing you is the most important thing we do.
MARKETING
As a recognized next-generation-technology leader, Summit seamlessly integrates best-of-breed applications so you can comprehensively manage your business from your desk or mobile device. Access and analyze client data, manage portfolios, conduct research, create models and client presentations, market your practice, and much more. The flexibility extends to clients as well, with personalized 24/7 account access.
EFFICIENT AND BURDEN-FREE OPERATIONS
Your success is measured by how well you help your clients meet their unique investment goals. We believe one of the measures of our success is our ability to provide you with the products and services you need to meet your clients’ goals.
MAXIMIZE & PROTECT YOUR BUSINESS THROUGH LEGACY BUILDER
A Powerful Program to Protect Your Business, Clients, Family, and Legacy
Gain greater confidence in the continuity of your practice with Legacy Builder, a program that provides comprehensive support for your continuity and succession plans.
SHARPEN YOUR COMPETITIVE EDGE
Summit offers one of the most comprehensive training programs in the industry. From live meetings, interactive off-site meetings, and conventions to on-demand learning solutions, our program includes nationally known business and financial experts who offer insight on industry trends, market analysis, products, and practice management.
RECRUITING
When you’re ready to take your business to another level, Summit has tremendous experience assisting advisors build and expand their offices by focusing on recruiting advisors to your branch.
Summit has partnered with multiple entities who specialize in recruiting advisors including Cetera’s external and internal recruiters and over 50 outside third-party recruiters.
BUYING A PRACTICE
The fastest way to grow a business is by purchasing another business. When our advisors are ready to acquire another practice or book of business, Summit and Cetera’s Business Consulting Team will individually work with you to ensure you are making sound business decisions for the future of your practice.
What Are Summit’s Advisors Saying About Our Culture?
“After being with numerous broker dealers, we joined the Summit Family in 2013 and it was one of the best decisions we have ever made. Marshall Leeds and the executive team have perfected the symbiotic relationship between the advisor and our resource center, compliance department, executives etc… Everyday we are blessed to work with a back office, that simply put, is the best in the business. Working with our Summit Family we’ve been able to grow our practice 4 fold and most importantly, it makes the ultimate goal, serving our clients, as efficient and easy as possible.”