Collaborative Services Platform Summit June 2-4 in Huntington Beach; Advisors Learn to Implement Collaboration for Business Growth
Brett S. Ellen, CFP(R), President of American Financial Network will lead the Collaborative Services Platform Summit, June 2-4, in Huntington Beach, CA, for financial advisors who want to serve mid-sized business owners and executives.


LEAWOOD, KS, May 29, 2010 /24-7PressRelease/ -- Brett S. Ellen, CFP, President of American Financial Network and a thought leader in the financial services industry, is leading the Collaborative Services Platform (CSP) Summit, June 2-4, in Huntington Beach, CA, for financial advisors who want to serve mid-sized business owners and executives. "Many advisors who handle personal financial issues for business owners and executives don't have the experience to also help them with business-related issues," said Ellen, founder of the CSP. "The CSP is a way for them to learn about the possibilities so they can discuss the issues with clients - and bring in alliance partners who can provide solutions."

The CSP is a strategic planning approach that addresses business and executive financial needs. These might have to do with corporate benefit programs, growth and exit strategies, deferred compensation solutions, tax strategies, insurance plans, etc. It is challenging for any one individual financial advisor to have the range and depth of expertise in all of the areas that must be addressed by business owners. By having access to a team of some of the most respected and accomplished professionals in the financial, business, legal and benefits arenas, CSP member advisors can provide greater overall value to clients through access to more intellectual property, services and products.

During the course of the two days, attendees will learn how the collaborative process works; will share profiles of their own practice with the group; and will hear from specialists in the areas of PPVUL, Real Estate, Executive Benefits, Captive Insurance programs, Roll-ups, Investment Banking, Tax Planning and Exit Planning. Advisors will leave with an appreciation for how they can bring greater value to their existing client relationships by leveraging the expertise of their collaboration partners.

In addition to the CSP, Ellen founded the Financial Solutions Alliance to bring together professionals from a wide range of financial and business disciplines, including accounting, banking, business consulting, benefits, insurance, legal, and real estate. With the Summit training and participation in the CSP, advisors have access to the expertise and input from FSA members.

Ellen is a top-performing advisor with independent broker/dealer Securities America. His firm works with many mid-market business owners, bringing sophisticated planning strategies and solutions to them via this professional team approach. "Many advisors do not realize the enormous competitive advantage of working with a team of professionals," said Ellen. "Through the CSP, I want to help advisors provide more value for their clients and enhance their practices by harnessing the power of a team of content-area experts who know how to create solutions."

For information about the CSP or to register for the June Summit, contact Denise Villanueva, 818.264.4989 or dvillanueva@afn-net.com

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