Scottsdale, AZ (March 1, 2016) Randy Morris, CEO of Summit Wealth Group in Scottsdale, AZ, gathered with a group of leading financial advisors invited to participate in Commonwealth Financial Network®’s Chairman’s Retreat, February 22–24, 2016, in Miami, Florida. Chairman’s Retreat—Commonwealth’s highest level of recognition, representing just over 3 percent of the broker/dealer–RIA’s advisor network—is an intensive learning and networking experience designed to support the firm’s elite advisors.
The theme, “Fueling the Forces of Heart and Mind,” extended throughout the three-day conference, encouraging advisors to explore the powerful connection between their passion, purpose, and those they work alongside—combining talents and energy to make dreams a reality for themselves and those they serve. Chairman’s Retreat 2016 offered thought-provoking sessions led by business owners, industry leaders, and Commonwealth’s senior staff, providing attendees with valuable insight in areas of leadership, strategic growth, fortitude, and extraordinary service. Portions of the three-day retreat were dedicated to collaborating with peers through advisor networking roundtables.
“Chairman’s Retreat offers some of the most seasoned, successful, and busy advisors within our industry the uncommon opportunity to come together, pause from their day to day, and reflect on their achievements while challenging themselves to grow,” said Joseph Deitch, chairman of Commonwealth. “Engaging with peers in this modern and enriching setting proved to be a powerful lesson in passion and purpose—advisors in this group are undoubtedly driven to succeed and maintain both a strong sense of self and a commitment to their client-centric business model.”
Deitch continued, “Participating in this exclusive event—working alongside Commonwealth’s senior management and gaining insights from luminaries and world-renowned speakers and business leaders—indicates Randy’s commitment to his practice and to upholding the highest standard of service excellence to his valued clients.”
Randy had the exclusive opportunity to engage with influential professionals, who represented a broad spectrum of backgrounds and expertise, including Leanda Cave, world champion triathlete; Patrick Connor, spiritual teacher; Bernard Lackner, luxury hotel and resort manager; Sanjiv Mirchandani, president, Fidelity Clearing and Custody; Brendan O’Hara, singer-songwriter/musician; Jon Picoult, founder, Watermark Consulting; and Marty Sandler, author.
“Chairman’s Retreat grants me the unique ability not only to explore industry trends and issues but also to challenge myself to find new ways to improve my business,” said Randy. “To me, attending Chairman’s is uniquely rewarding. Sharing experiences with my peers in an open and engaging environment, while also having time to reflect on my practice with a renewed sense of passion and purpose, is invaluable—inside and out. I remain committed to strengthening the core of my business and providing my clients with extraordinary service.”
About Summit Wealth Group
Summit Wealth Group has been providing individuals and organizations with financial guidance since 2002. Located at 9835 East Bell Rd., Suite 120, Scottsdale, AZ 85260, the advisors of Summit Wealth Group pride themselves on crafting unique strategies for each client. For more information, please visit www.summitwealthgroup.com. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Summit Wealth Group or CES Insurance Agency.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports more than 1,650 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.