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.
Shannon Reid, VP Practice Management and Education, Raymond James Financial, discusses the firm's Practice Intelligence, a finalist in the Broker Dealers - Practice Management category of the 2015 WealthManagement.com Industry Awards.
CLS Investments CEO Todd Clarke discusses Value Added Tools and Video Statements, finalist initiatives in the Asset Managers - ETF Strategists and Technology Providers - Innovation categories of the 2015 WealthManagement.com Industry Awards.
Maggie Kokemuller, Director Advisor Agency, Raymond James Financial, discusses the firm's Marketing Support initiative, a finalist in the Broker Dealers - Practice Management category of the 2015 WealthManagement.com Industry Awards.
Lisa Turley, VP Advisor Marketing, Raymond James Financial discusses the firm's social media platform, a finalist in the Social Media - Implementation category of the 2015 WealthManagement.com Industry Awards.
Brian Cody, AVP Interactive Media, Waddell & Reed, discusses the firm's social media platform, a finalist in the Social Media - Implementation category of the 2015 WealthManagement.com Industry Awards.
Daniel S. Kern, President and Chief Investment Officer, Advisor Partners, discusses the firm's Ongoing Research initiative, a finalist in the Thought Leadership - Investing category of the 2015 WealthManagement.com Industry Awards.
MarketCounsel President and CEO Brian Hamburger discusses the firm's RIA Incubator Program, a finalist in the Disruptors - Industry category of the 2015 WealthManagement.com Industry Awards.