Collaborative Services Platform Summit June 2-4 in Huntington Beach; Advisors Learn to Implement Collaboration for Business Growth

    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 [email protected]

About Brett S. Ellen, CFP, and American Financial Network

Brett S. Ellen, President of American Financial Network, is a financial planner and investment advisor representative with Securities America Advisors who specializes in wealth management and corporate benefit planning services. Additionally, Ellen established and is an active part of the Financial Solutions Alliance, a network of financial service providers from across the country that work collaboratively to address the financial and business needs of their clients. Unprecedented in his ability to serve both individual investors and corporate planners, Ellen is recognized by Securities America as their top advisor. Over the years he has been repeatedly recognized for his accomplishments as a financial planner, receiving awards for his leadership, commitment to excellence and outstanding client service.

A California native, Ellen believes strongly in giving back to his community. He and his firm actively support a variety of non-profit organizations. In 2008, the Muscular Dystrophy Association awarded Ellen the prestigious Humanitarian of the Year Award for his philanthropic endeavors and dedication towards making a difference. In 2009, he received the Mentoring Excellence Award from the Invest In Others Charitable Foundation/Investment News for his work with www.TurnKindnessOn.org, the non-profit he founded with his wife in 2001. The organization promotes community involvement and social responsibilities in young children. As a frequent volunteer for schools and educational causes, Brett has taken on the role of The Kids Finance Coach , and through his online blog, www.KidsFinanceCoach.com and classroom appearances, he offers fun interactive programs that teach kids about money, finance & helping others. For more information about Brett Ellen, visit www.afn-net.com.

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