Event Supports Growth and Success of Independent Financial Advisor Practices by Providing Comprehensive Education and Training to Advisor Support Staffs
KNOXVILLE, TN – October 5, 2018 –Securities Service Network, LLC (“SSN” or “the Firm”), a leading independent advisory and brokerage (IAB) firm and wholly owned subsidiary of Ladenburg Thalmann Financial Services (NYSE American: LTS, LTSL, LTS PrA, LTSF), today announced the successful conclusion of its annual Sales Assistant University program. Held at the Firm’s home office in Knoxville, the two-day educational and training event brought together sales assistants from across the SSN community, providing attendees with the opportunity to network with peers, share best practices, receive coaching from SSN experts and make connections with members of the SSN management team.
Attendees participated in customized training sessions related to a variety of subject matters relevant to their role, such as cybersecurity best practices, hot-button compliance issues and how to most effectively organize office workflows. Additionally, there was a breakout session devoted to providing more insight into the Ladenburg Advantage, a differentiated set of resources available through Ladenburg’s affiliated companies that boost the ability of SSN advisors to serve their clients’ needs, including everything from trust and estate planning services, to fixed-income investing, to business coaching and consultation.
Wade Wilkinson, President and CEO of SSN, said, “Following the success of last year’s inaugural Sales Assistant University, SSN was happy to once again welcome sales assistants from around the country to our home office in Knoxville for this educational and worthwhile training program. Today’s ever-changing world presents independent advisors with a challenging and unpredictable work environment. Because of that, our firm is committed to doing everything it can to ensure our affiliated advisors have a professional, dedicated and well-trained support staff. We are very pleased to continue the educational journey we began last year, and my team looks forward to holding many more successful events like this one in the future.”
SSN Advisor, Wally Kennedy, said, “I am so delighted SSN had both the initiative and the foresight to create this important event. After the first Sales Assistant University last year, I began to see positive changes within my team almost immediately. Armed with a better understanding of how SSN operates, my staff is not only able to better support my efforts to build deeper, more meaningful relationships with clients but the office workflows are more efficient and seamless than ever.”
About Securities Service Network, LLC (SSN)
Based in Knoxville, Tennessee, Securities Service Network, LLC (SSN), is an independent advisory and brokerage (IAB) firm founded in 1983 as one of the nation’s first fee-based firms in the independent retail financial advice space. SSN serves experienced, tax-savvy financial planners seeking to grow as independent entrepreneurs, while retaining organizational simplicity in their businesses. In addition to providing a comprehensive range of back and middle office services, SSN also facilitates opportunities for its affiliated advisors to collaborate with other members of its advisor community who have tax advisory credentials and expertise to drive holistic solutions for end clients.
SSN supports over 400 independent financial advisory practices and approximately $13 billion in advisory and brokerage client assets, and its affiliated advisors serve mass affluent and high net worth individuals, families and business owners across the country. SSN is a wholly-owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA), and has been honored for multiple consecutive years as a top independent firm, as rated by financial advisors, on WealthManagement.com, a leading industry media outlet. For more information, please visit www.joinssn.com.
Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF) is a publicly-traded diversified financial services company based in Miami, Florida. Ladenburg’s subsidiaries include industry-leading independent advisory and brokerage (IAB) firms Securities America, Triad Advisors, Securities Service Network, Investacorp and KMS Financial Services, as well as Premier Trust, Ladenburg Thalmann Asset Management, Highland Capital Brokerage, a leading independent life insurance brokerage company, Ladenburg Thalmann Annuity Insurance Services, a full-service annuity processing and marketing company, and Ladenburg Thalmann & Co. Inc., an investment bank which has been a member of the New York Stock Exchange for over 135 years. The company is committed to investing in the growth of its subsidiaries while respecting and maintaining their individual business identities, cultures, and leadership. For more information, please visit www.ladenburg.com.
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