HOLBROOK, N.Y. (Oct. 3, 2019)—American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, invited its top investment professionals to the 2019 Leaders Conference, held from Sept. 5-8, 2019, in Nashville, Tenn. The conference is the five-time Broker-Dealer of the Year* winner’s unique way of recognizing those investment professionals and managers who demonstrated exceptional performance in business during 2018.
“Each year, we formally acknowledge those colleagues who have shown their dedication through advancing their practices and making a difference for their clients, associates, communities and families,” said AP CEO Lon T. Dolber. “These esteemed investment professionals face the challenges of conducting business in an ever-changing environment, a truth that makes them an integral part of the firm’s success. We praise them for their many successes.”
“Our annual Leaders Conference—as well as our upcoming national conference, Connections 2019—gives our affiliated financial advisors a unique way to forge new relationships and nurture existing ones with fellow colleagues, AP home office staff members and the firm’s valued business partners,” said President of Sales and New Business Development Tim O’Grady. “We’re always striving to exceed expectations by planning a truly unique Leaders Conference each year.”
The retreat was held at Nashville’s luxurious Thomspon Hotel, where for three nights and four days attendees were rewarded with an all-expenses paid extended weekend to experience all Music City, USA has to offer. The location afforded AP’s affiliated colleagues and their guests—along with members of the American Portfolios Advisor Council (APAC), AP Holdings Advisory Board, senior management staff and top customer service-recognized employees—a chance to exchange business building ideas and network with one another amidst Nashville’s famed country music landmarks, notable attractions and fine dining establishments.
Leaders Conference attendees indulged in an array of exciting opportunities to immerse themselves in Nashville’s unique culture. Guests were given the once-in-a-lifetime chance to dine inside the Grand Ole Opry’s Studio A, home to HEE HAW, Crook & Chase and CMT’s Crossroads and Invitation Only television programs. The event also included an exclusive backstage tour of the Grand Ole Opry, as well as a recording of the Grand Ole Opry Radio Show—the nation’s longest-running radio broadcast. Guests were also escorted to a tour of Belle Meade Plantation, one of the largest thoroughbred horse farms in the American South, where they were treated to a culinary demo and wine pairing. Cocktail and dinner receptions were also held in the Thompson Hotel’s Goldtop Ballroom and Terrace, with side trips to visit Nashville’s Broadway District—home of the city’s famous honky tonks; and to the Singer/Songwriter Experience at The Country Music Hall of Fame, which featured an interactive Singer/Songwriter Showcase. These, and many other instances of leisure, were mingled between occasions to network and exchange business ideas with close colleagues, friends, AP executives and firm focus partners, including Franklin Templeton, Hilton Capital Management, EMERGE Capital Management, Capital Group, Nationwide, Advisors Capital Management and Gerstein Fisher.
Looking ahead, AP is gearing up for the firm’s annual national conference, Connections 2019, which will be held from Oct. 23-25 at Mohegan Sun in Connecticut.
About American Portfolios
Headquartered in Holbrook, N.Y., American Portfolios Financial Services, Inc. (APFS) is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis. The company currently serves 854 independent investment professionals located in 398 branch locations throughout the nation. It was named Broker-Dealer of the Year* (Division III) by Investment Advisor magazine in 2015, 2016, 2017, 2018 and 2019; a wealthmanagement.com 2019 Industry Award Finalist in the category of Enhanced Customer Service Support**; one of the Best Companies to Work for in the state of New York for 2016, 2017, 2018 and 2019 by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG); and one of the Top Long Island Workplaces for 2018 by Newsday.
* Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker/dealers rated highest by their representatives are awarded “Broker/Dealer (B/D) of the Year.”
** Wealthmanagement.com Industry Award finalists are selected by a panel of independent judges made up of subject matter experts in the industry. Award is based on support provided to AP’s affiliated people, and does not reflect public customers nor their account performance.