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.
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.
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.