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.
Listen as Ginevra Czech, director of client value-add programs, FS Investments, discusses how their 2023 Wealthies Initiatives help financial advisors.
Listen as George Zaglakas, director, recruiting operations & systems, Prudential Advisors, discusses how their 2023 Wealthies Initiatives help financial advisors.
Listen as Erika Whyte, director diversity, equity and inclusion, Janney Montgomery Scott LLC, discusses how their firm is demonstrating leadership in 2023.
Listen as Michael Kleeman, Sr. Director, Strategy and Business Development, Broadridge Retirement and Workplace, Broadridge, discusses how their firm is demonstrating leadership in 2023.