The WealthManagement.com Industry Awards program has been designed to recognize the companies and organizations that support financial advisor success.
Delivering outstanding advice to investors requires a strong ecosystem of industry expertise, superior products, top-notch service and innovative technology that provide advisors with the resources they need to navigate their clients toward their financial goals.
Greg Gilbert, co-founder, Infinity Financial Services, discusses Elevate Financial Planning, a finalist in the Broker/Dealers - Technology category of the 2015 WealthManagement.com Industry Awards.
Barry G. Knight, President and CEO, NEXT Financial Group, discusses the firm's Transition Team, a finalist initiative in the Broker Dealers - Transition Support category of the 2015 WealthManagement.com Industry Awards.
Barry G. Knight, President and CEO, NEXT Financial Group, discusses the firm's Commitment to Excellence, a finalist initiative in the Broker Dealers - Service category of the 2015 WealthManagement.com Industry Awards.
Barry G. Knight, President and CEO, NEXT Financial Group, discusses the firm's ELITE Program, a finalist in the Broker Dealers - Practice Management category of the 2015 WealthManagement.com Industry Awards.
David Stringer, Principal and President, Prospera Financial Services, discusses the firm's Turn-Key Transition System, a finalist initiative in the Broker/Dealers - Transition Support category of the 2015 WealthManagement.com Industry Awards.
David Stringer, Principal and President, Prospera Financial Services, discusses Gold Standard Service, a finalist initiative in the Broker/Dealers - Service category of the 2015 WealthManagement.com Industry Awards.
Jennifer Bacarella, Director of Firm Development, Sigma Financial, discusses the firm's "WOW" Onboarding initiative, a finalist in the Broker/Dealers - Service category of the 2015 WealthManagement.com Industry Awards.
Dalton Schumacher, principal, Edward Jones Asset and Office Sharing, discusses the firm's Succession Planning initiative, a finalist in the Broker Dealers - Transition Support category of the 2015 WealthManagement.com Industry Awards.