Grow your practice with the right firm; one that provides the resources you need to run a successful business.
Personalized Service
We are committed to answering all of our calls in under 20 seconds. Call us today to see for yourself.Earn More
Who wants to earn more? You! We can help promote growth within your practice. So you are set up for success!Ownership & Stability
SSN is supported by the strong capital base of Ladenburg Thalmann Financial Services.Grow Your Business
Our team is here to help you give clients the service they expect. We focus on the central reason clients hire you: your advice.Compliance Partnership
We understand the timeliness of ad review. That’s why 90% of ads received are compliance reviewed the same day submitted.Help When Needed
Whether you prefer a hands-off approach or would like some guidance in your business, we are here to support your specific needs.Our
Tech
Partners
Keep up with the recent news at SSN.
Trust but Verify
Trust but Verify By Corey Keltner, Practice Development Specialist Here's a news flash. Workers at the Social Security Administration sometimes make mistakes. It turns out that Social Security is actually pretty complex and even they have a hard time understanding all...
Continue ReadingHow to Get the Most Out of a Social Security Analysis
How to Get the Most Out of a Social Security Analysis By Corey Keltner, Practice Development Specialist When you are preparing a retirement plan for a client, you may plug the Social Security information into your planning software and get information as to how Social...
Continue ReadingExplaining Your Planning Process
Explaining Your Planning Process By Corey Keltner, Practice Development Specialist When I look at an advisor website or marketing materials, I often see some things that are concerning to me. Here is an example: Services Tax planning Investment management Retirement...
Continue ReadingValue Proposition
We are the highest value provider in the Independent and Advisory Brokerage (IAB) industry. Our rare combination of a caring, small company culture with large company resources supports our advisors in their businesses. Our most successful clients are independent, entrepreneurial advisors who actively include tax-savvy financial advice in their client engagements.
Value Proposition
We are the highest value provider in the Independent and Advisory Brokerage (IAB) industry. Our rare combination of a caring, small company culture with large company resources supports our advisors in their businesses. Our most successful clients are independent, entrepreneurial advisors who actively include tax-savvy financial advice in their client engagements.