Securities America 2015 National Conference Provides Robust Agenda Including Speakers Dr. Claus te Wildt and Platon
03 June 2015 - 10:00PM
Business Wire
Independent Broker-Dealer Offers 90
Educational Sessions, Brings Back SAM Talks and Individual
Consultation Sessions; Advisors Respond with Record Setting
Attendance
Securities America, a wholly owned subsidiary of Ladenburg
Thalmann Financial Services Inc. (NYSE MKT: LTS), announced a
robust lineup for the 2015 Connect National Conference in Austin,
Texas, June 6-9.
Dr. Claus te Wildt, senior vice president and head of the
Capital Markets Strategy Group at Fidelity Financial Advisors
Solutions (FFAS), will present the general session keynote and
world-renowned photographer Platon will be the keynote speaker at
the final general session of the conference.
“Our agenda changes every year to include the foremost thought
leadership for helping advisors run successful financial services
practices,” said Kirk Hulett, Securities America executive vice
president of strategy and practice management. “The conference
environment also provides a prime opportunity for networking with
like-minded individuals, creating opportunities for those who may
be looking for future acquisition or succession options.”
By popular demand, Securities America will bring back SAM talks,
the independent broker-dealer’s version of TED Talks. Four advisors
will present big impact ideas that deserve sharing:
- Minoti Rajput, CFP®, president and
principal advisor, Secure Planning Strategies, Southfield, Mich.,
shares her journey about becoming an industry-recognized expert in
special-needs planning.
- Gina Van Baren, CFP®, senior wealth
advisor, DeMotte State Bank, DeMotte, Ind., shares about her
business entering the industry and incredible perseverance to
rebuild a name and a book of business.
- Brad Schlang, CFP®, partner, Cedar
Brook Financial Partners, Cleveland, Ohio, shares his experience in
dealing with the unexpected and untimely death of a business
partner and the steps advisors should take to prepare for their
eventual exit from the business, planned or unexpected.
- John L. Jenkins, AEP®, EA, president
and CEO, Asset Preservation Strategies, San Diego, Calif.,
discusses the value advisors deliver to their clients and builds a
compelling case for charging for that value in an ever-changing
marketplace.
During the conference, advisors can choose from among 90
education sessions, many of which offer continuing education
credit. Advisors also have access to home office experts for
marketing, practice management, wealth management, advisory growth
and technology questions, through one-on-one coaching
consultations.
Three pre-conference sessions have been well received by
attendees, with strong registration numbers:
- The Ladenburg Edge: Differentiate
Yourself from the Crowd – Incorporating the services of the
Securities America sister companies Premier Trust, Highland Capital
Management and Ladenburg Thalmann Asset Management.
- Advisor Directed Asset Management
Workshop – Learning about advisory programs and investment
management options available to advisors who want to manage the
assets using mutual funds, ETFs and other general securities.
- Building a Solid Foundation: Must Do
Technology – Maximizing efficiency to have more time for core
activities such as client meetings by implementing Securities
America’s technology offerings.
Securities America holds the conference annually for its
advisors and their support staff.
About Securities AmericaSecurities America is one of the
nation’s largest independent broker-dealers with more than 2,000
independent advisors and $55 billion in client assets.
Advisory services offered through Securities
America Advisors, Inc., an SEC Registered Investment Advisory Firm.
Securities offered through Securities America, Inc., member
FINRA/SIPC.
View source
version on businesswire.com: http://www.businesswire.com/news/home/20150603005238/en/
Securities AmericaNatalie Hadley402-399-9111 ext.
4606800-747-6111 ext. 4606nhadley@saionline.com
Ladenburg Thalmann Finan... (AMEX:LTS)
Historical Stock Chart
From Apr 2024 to May 2024
Ladenburg Thalmann Finan... (AMEX:LTS)
Historical Stock Chart
From May 2023 to May 2024