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.
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.
