— Independent Broker-Dealer Hosts Advisors from Across the Country for Discover 2017 Event in Austin, Texas —
— Advisors Enjoy Strategic Insights from Industry Thought Leaders, Look Ahead to Continued Growth Opportunities —
KNOXVILLE, TN (August 2, 2017) –Securities Service Network, Inc. (“SSN” or “the Firm”), a leading independent broker-dealer that specializes in driving industry-leading operating efficiency at the home-office level, today announced the successful conclusion of its annual national advisors conference, Discover 2017. Held in Austin, Texas from July 29 through August 1, the conference brought together advisors from across the nationwide SSN community for four days of networking, recognizing advisors’ achievements and discussing strategy for the remainder of 2017 and beyond. SSN is a wholly owned subsidiary of Ladenburg Thalmann Financial Services (NYSE MKT: LTS).
With the independent financial services sector facing significant changes due to increasing regulatory complexity, shifting technology and changes in investor behavior and expectations, Discover 2017 provided the SSN advisor community a valuable opportunity to re-connect with their peers, discuss the state of the industry and enjoy insightful perspectives from a broad spectrum of industry thought leaders.
Prominent business journalist Ron Insana delivered the keynote address, while SSN and Ladenburg Thalmann home office executives and product sponsor partners spoke on topics including millennials and the coming great wealth transfer; investment selection in the new fiduciary era; and the impact of behavioral biases on investment performance, among many others. Attendees also enjoyed exploring the many sights, cultural activities and dining opportunities available in the vibrant host city of Austin, Texas.
In addition, advisor Thomas A. Nestlehut, President and Owner of Nestlehut Financial Services, Inc. in Frankfort, IL, was recognized with the Steven L. Coffey award as SSN’s advisor of the year, as determined by an anonymous home office vote. Mr. Nestlehut’s professionalism and dedication to the highest standards of client service continue the legacy of Mr. Coffey, who founded SSN in 1983 and whose model of utmost professionalism and integrity forms the foundation upon which the firm continues to grow. Practice Development Specialist Corey Keltner was awarded Employee of the Year, also determined by anonymous home office vote. Mr. Keltner has been with SSN for 12 years and holds the CFP designation.
Wade Wilkinson, President and CEO of SSN, said, “With our industry at a critical juncture due to increasing regulatory burdens, changes in investor demographics and a host of other factors, our Discover 2017 conference presented our advisor community with a chance to come together with their peers and members of the SSN and Ladenburg Thalmann leadership teams to recharge and look forward to the opportunities ahead. It is a privilege to serve such an accomplished and dedicated community of advisors across the country, and to see how their commitment and focus, in conjunction with SSN’s unique value proposition, is helping to make a positive difference in investors’ lives.”
Mr. Wilkinson concluded, “As Discover 2017 once again demonstrated, our advisors are some of the most experienced and successful independent professionals in the industry. SSN is proud to support their ongoing growth by continually driving operating efficiencies at the broker-dealer level so that our advisors can reinvest in their own businesses according to their own strategic needs and goals. We thank all of our advisors and product sponsor partners who attended Discover 2017, and we look forward to welcoming even more of our nationwide community to next year’s event.”