Triad Advisors Kicks Off 18th Annual National Conference In Boca Raton, Florida


Sep 09, 2015, 09:00 ET from Triad Advisors, Inc.

ATLANTA, Sept. 9, 2015 /PRNewswire/ -- Triad Advisors, Inc., the hybrid advisor-focused independent broker-dealer, today announced the launch of its 18th annual National Conference in Boca Raton, Florida. The conference, which is taking place at the Boca Raton Resort & Club, will last from today through September 12th.

The conference is a holistic event providing advisors with a broad array of opportunities to exchange best practices with their peers, deepen relationships with members of Triad's Home Office including its senior leadership team and learn about practice management tools, investment solutions and other key topics that will enable advisors to build their businesses and achieve their growth goals. Attendance at this year's conference is up 25% from last year's event, with around 300 advisors and 130 sponsor partners participating.

Over the course of the conference, advisors will have opportunities to learn from each other and from industry experts in 80 breakout sessions across five tracks: Asset Management, Alternative Investments, Advisory Services, Insurance and Retirement Planning. The conference kicked off with a keynote speech by noted industry thought leader Jason Dorsey, who provided insight into business practices for successfully working with millennials, whether as employees, as advisors or as clients.

Mark Mettelman, President and CEO of Triad Advisors, said, "The independent hybrid advisor space continues to be one of the most vibrant segments with growth potential that is second to none within the broader independent financial advice industry. We are very excited to be opening our National Conference with so much momentum and energy. As the significant increase in attendance this year demonstrates, the Triad Advisors community is fully focused on growing and strengthening the businesses of hybrid advisors across the country. Just as importantly, the advisors we support are committed to working together to identify and share industry-leading best practices for the benefit of the entire Triad network."

As part of this year's conference, Triad Advisors will continue its longstanding tradition of supporting charitable organizations that serve and assist members of America's military in the communities where the conference is held. This year, Triad will encourage its advisors to donate to Operation Open Arms (, a non-profit whose mission is to provide US service men and women visiting southwest Florida with an extensive range of R&R benefits free of charge during their two week combat leave or return from a foreign duty station. These benefits include lodging, restaurants, fishing charters and a variety of entertainment and treatment options.

Mr. Mettelman concluded, "We are grateful to all of our advisors who took time out of their very busy schedules to re-connect with our team and with each other, and to our sponsor partners, who will be sharing their expertise across a wide array of crucial topics for the benefit of our advisors. We are also honored to support Operation Open Arms in the vital work they do for America's service men and women. We look forward to a great National Conference, and to helping our advisors continue to build the practices they envision."

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 independent financial advisors with a comprehensive platform of integrated products, technology systems and 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

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SOURCE Triad Advisors, Inc.