Securities Service Network Successfully Concludes Inaugural Sales Assistant University Event

October 05, 2017

Newly Launched Annual Event Supports Growth and Success of Independent Financial Advisor Practices by Providing Comprehensive Education and Training to Sales Assistants

KNOXVILLE, TN (October 5, 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 first-ever 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 nationwide SSN community, providing these professionals with a unique forum to network with peers, share best practices, receive coaching on SSN’s internal systems and become more familiar with SSN home office management and staff. SSN is a wholly owned subsidiary of Ladenburg Thalmann Financial Services (NYSE MKT: LTS).

Over the course of the event, the attendees participated in customized training sessions covering a range of topics germane to their specialized role, such as cybersecurity best practices and how to most effectively support an independent advisor’s client relationship building efforts. Additionally, there was a series of wide-ranging roundtable discussions led by members of the SSN management team that allowed sales assistants to talk about the most important opportunities and challenges that they face today in their roles.

Wade Wilkinson, President and CEO of SSN, said, “SSN was delighted to welcome sales assistants from around the country to Knoxville for this exciting new event. Thanks to ever-increasing regulatory burdens, changing demographics and a host of other factors, independent advisors today are facing one of the most challenging periods they have ever known. As a result, it is more critical than ever that each of our independent advisors has a professional, dedicated and well-trained support staff that enables the advisor to maximize time and attention on client-facing and strategic issues, rather than routine, operational matters. We felt this was a perfect time for SSN to offer this education and training opportunity for the sales assistants of our advisors, and we look forward to continuing this program for years to come.”

SSN Advisor, Edwin McKnight, said, “When I became aware that SSN was offering Sales Assistant University, I immediately made sure that our administrative team would attend, hoping that the event would allow them to gain greater understanding of their role and SSN’s processes. Not only were my expectations exceeded but the impact on our internal operations has been immediate, with the entire team benefiting from an overall greater level of efficiency.”


About Securities Service Network, Inc. (SSN)
Based in Knoxville, Tennessee, Securities Service Network, Inc. is an independent broker dealer supporting over 400 independent financial advisory practices and approximately $13 billion in advisory and brokerage client assets. SSN provides a range of back and middle office services that drive the success of independent financial advisors, balanced with a longstanding commitment to empower independent advisors to reinvest in their own businesses by maintaining industry-leading levels of operating efficiency.

Founded in 1983 as one of the nation’s first fee-based, independent broker-dealers, SSN is a wholly-owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). In 2016, SSN was honored for the fourth year in a row as one of the Top Independent BDs, as rated by financial advisors, on, a leading industry media outlet. For more information, please visit

Media Contact:
Michael Dugan / Joseph Kuo
Haven Tower Group LLC
424 652 6520, ext 105 / 424 652 6520, ext 105 or

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