Triad Advisors Congratulates Participants Of Chairman's Club Event
Invitation-Only Meeting Brings Together Top Advisors to Learn, Network and Share Best Practices
ATLANTA, July 1, 2015 /PRNewswire/ -- Triad Advisors, Inc. today congratulated all the advisors who participated in its second annual Chairman's Club meeting, held May 14-18, 2015, and thanked them for making the event an outstanding success. The highly selective meeting, to which only the 35 highest-achieving Triad-affiliated advisors and top five offices of supervisory jurisdiction (OSJs) were invited, provided attendees an opportunity to network and share ideas among each other and with Triad's executive team in a unique and intimate setting.
Triad Advisors is a leading independent broker-dealer supporting independent hybrid financial advisory practices and registered investment advisory (RIA) firms, and is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS).
Mark C. Mettelman, President and CEO of Triad Advisors, said, "I heartily congratulate all the advisors who were selected to join us at this conference and thank them for making this event so productive and enjoyable. This elite group of Triad-affiliated advisors have amply demonstrated their excellence at providing the highest quality customer service, together with successfully growing and managing their businesses. The insights and knowledge we communally shared proved to be highly valuable for everyone in attendance."
The conference featured a variety of sessions on industry topics of particular relevance and interest. These included discussions focused on key drivers and concerns for growing an advisory business, alternative investments, technology, and succession planning. The event also provided time for advisors and Triad senior executives, along with their spouses, to interact and engage in informal social activities.
Mr. Mettelman concluded, "The success of this second annual event reflects Triad's ongoing achievement in growing our business and supporting the needs of all our advisors. We look forward to continuing to bring advisors together in special venues and educational conferences to celebrate their business success and provide informative learning experiences to help them continue to improve their businesses and bring added value to their clients."
About Triad Advisors
Headquartered in Atlanta, GA, Triad Advisors, Inc. is a national, independent broker-dealer and multi-custodial SEC-Registered Investment Advisor (RIA) that is an early pioneer and continued leader in the Hybrid RIA marketplace. The company provides a comprehensive platform of products, trading and technology systems, as well as customized wealth management solutions. Recognized as one of the most successful and fastest-growing independent broker-dealers in the industry (including being named the leading broker-dealer for Hybrid RIAs from 2010-2014 by Investment Advisor Magazine), Triad Advisors is a wholly-owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). For more information, please visit www.triad-advisors.com.
Media Contact:
Matthew Griffes / Joseph Kuo
Haven Tower Group LLC
424 652 6520, ext 103 / 424 652 6520, ext 101
[email protected] or [email protected]
SOURCE Triad Advisors, Inc.
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