By Greg Kalosieh, Vice President of Sales and Marketing
We are pleased to announce the launch of Ladenburg Thalmann’s Strategic Partner Program at SSN on the Encompass platform. “Encompass Wrap,” which is offered in addition to the existing Encompass and Encompass SMA programs, enables you to operate in a “rep as manager” capacity while providing a single fee to your clients.
Ladenburg’s strategic partner relationships will bring the highest levels of sales support and training opportunities to advisors. Beginning this year, you will see much broader and deeper conference content at all of our educational programs, as well as product training and educational opportunities.
SSN will continue to leverage the Encompass advisory platform to enable you with advisor programs needed to address all your client needs. As with other programs on Encompass, with Encompass Wrap you have access to:
• Easily create proposals
• Manage models
• Rebalance accounts
• Monitor drift
• Generate performance reports
Please email Greg Kalosieh if you have any questions at