Scott Lawlor, founder and CEO, Waypoint Residential, discusses the firm's Direct Real Estate Investment Platform, a finalist in the Asset Managers - Real Estate category of the 2015 WealthManagement.com Industry Awards.
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.
