Securities America hosts its national conference in Austin, starting Saturday. The four-day event includes a women’s summit and will feature guest speakers Claus te Wildt of Fidelity Financial Advisor Solutions and portrait photographer Platon.
“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, in a statement.
By popular demand, Securities America says its conference will include SAM talks, the independent broker-dealer’s version of TED Talks, from four advisors: Minoti Rajput of Secure Planning Strategies, in Southfield, Michigan, who specializes in special-needs planning; Gina Van Baren of DeMotte State Bank in DeMotte, Indiana; Brad Schlang of Cedar Brook Financial Partners in Cleveland, who will discuss succession planning; and John L. Jenkins of Asset Preservation Strategies in San Diego.
In addition to three preconference sessions, the event offers advisors access to 90 education sessions and home-office experts in marketing, practice management, wealth management, advisory growth and technology questions, through one-on-one coaching consultations.
Securities America, part of Ladenburg Thalmann Financial Services Inc. (LTS), says Missy Escribano is the keynote speaker for the 2015 Super Women’s Summit set for Sunday. A licensed advisor, Escribano will share her thoughts on how to help clients stay in their own homes as they age.