Six Critical Broker-Dealer Questions for Transitioning Advisors

SSN Marketing Business Development

Six Critical Broker-Dealer Questions for Transitioning Advisors By Simon Hoyle, Director of Business Development Broker dealer ownership, size, compliance, and technology impact our practices like never before.  Industry shifts have placed high advisor priority on stability.  Focus on these make or break components to secure the optimal experience for you and your clients. Who owns the broker dealer? This may …

Exciting Technology Updates

SSN Marketing IT

Exciting Technology Updates By Joe Simpson, Vice President of Technology This fall is shaping up to be a very exciting time for SSN technology. Over the next several months there are several new updates and enhancements that will be delivered. The first is the rollout of our new advisor technology portal, Project Fusion. There are also updates to the Encompass …

SSN Advisors Give to The United Way

SSN Marketing Marketing, Meet Our Reps

Due to the overwhelming response from our advisor family to this year’s technology survey, and the agreement that SSN would donate $5 per completed survey, SSN presented a $400 check to The United Way.  This year Becky Baldus, an advisor with SSN since 2011, and Katey Marina, Marketing Specialist for SSN, presented the check to The United Way.  We would …

DOL Digest July 11, 2016

SSN Marketing Corporate Office, DOL

If you’re wondering whether you’ll need to restructure your value, pricing and service as a result of the Department of Labor’s fiduciary rule, consider these three near-certainties under the new regulation: If you deal with qualified accounts or IRAs, including IRA rollovers, you will likely be considered a fiduciary under the new DOL rule and will be subject to its …

CyberSecurity – Physical Hardware

SSN Marketing IT

CyberSecurity – Physical Hardware By Joe Simpson, Vice President of Technology Cybersecurity is a topic that is on everyone’s mind, and for good reason. The potential impact to a client of having their identity stolen or being a victim of fraud is devastating. In addition, the advisor faces the loss of trust and brand damage if a breach or attack is …

CyberSecurity – Software

SSN Marketing IT

CyberSecurity – Software By Joe Simpson, Vice President of Technology Cybersecurity is a topic that is on everyone’s mind, and for good reason. The potential impact to a client of having his or her identity stolen or being a victim of fraud is devastating. In addition, the advisor faces the loss of trust and brand damage if a breach or attack is …