Independent Advisory and Brokerage Firm Draws Large Crowd from Across the Country for Discover 2018 in Boca Raton, Florida
Attendees Gained Insights from SSN Peers, other Ladenburg Thalmann Subsidiary Firms and Carly Fiorina, Former Hewlett Packard CEO and U.S. Presidential Candidate
KNOXVILLE, TN – August 14, 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 advisor conference, Discover 2018. Held at the Waldorf Astoria Resort in Boca Raton, FL, from July 25 to July 28, the gathering drew a large turnout of more than 330 attendees from across the nation to network, to learn best practices, to recognize the achievements of top-performing colleagues and to discuss strategic initiatives to help drive growth.
Wade Wilkinson, SSN President and Chief Executive Officer, said, “I was overjoyed by the tremendous turnout at our annual conference. The agenda reflected the feedback we received throughout the year from our advisors, who made it clear that they wanted a program that delivered useful insights and information they would be able to take home and apply to their practices right away. With the help of our parent Ladenburg Thalmann, we are now better positioned than ever to hold events like this and to provide advisors experiences that strengthen the unique culture of our firm.”
Keynote speaker Carly Fiorina, the former Chief Executive Officer of Hewlett-Packard and 2016 U.S. presidential candidate, kicked off Discover 2018, offering attendees her perspectives on leadership. The next day, Mr. Wilkinson delivered his “State of SSN” address. Also speaking were experts from Ladenburg Thalmann’s various teams, including Asset Management, Investment Research, Product & Income Consulting, Retirement Planning Consultants, Annuities & Insurance Services and Capital Markets.
Throughout the conference, the SSN advisor community was provided tools and ideas for overcoming today’s business challenges, including hurdles presented by rapid shifts in client expectations, the regulatory landscape and technological developments. Presenters touched on a range of crucial industry issues, such as how to serve millennials amid the great intergenerational wealth transfer; mutual funds, ETFs and fixed income strategies; navigating tax law changes and much more. In addition, there were breakout sessions hosted by Discover 2018 product sponsor partners, a continuity and succession planning station, practice management coaching and one-on-one training opportunities.
Advisor Jay Gershman of Retirement Visions LLC in West Hartford, CT, received the Steven L. Coffey award as SSN’s advisor of the year. Mr. Gershman’s high standard of client service honors the legacy of Mr. Coffey, who founded SSN in 1983. Financial Controller Bob Freeman and Marketing Specialist Katey Marina received the Employees of the Year awards.
Mr. Wilkinson concluded, “Our entire team, with the support of Ladenburg Thalmann, is committed to promoting the growth of our successful independent financial professionals, and part of the mission includes holding events that deliver valuable content that helps them run better businesses. We believe we were able to do that with Discover 2018 and cannot wait to see everyone at next year’s gathering.”
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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