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.
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.
