Industry Award Finalist: Laserfiche 9.2 and Laserfiche Connector
Sep 22, 2015
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Industry Award Finalist: Prospera Financial Services Turn-Key Transition System
Sep 18, 2015
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.
Industry Award Finalist: Prospera Financial Services Gold Standard Service
Sep 18, 2015
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.
Industry Award Finalist: Advent Black Diamond
Sep 09, 2015
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Industry Award Finalist: Sigma Financial "WOW" Onboarding
Sep 03, 2015
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.
Industry Award Finalist: Edward Jones Succession Planning
Sep 02, 2015
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.
Industry Award Finalist: Raymond James Practice Intelligence
Sep 02, 2015

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.

Industry Award Finalist: CLS Investments Value Added Tools and Video Statements
Sep 01, 2015
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.
Orion Blooper Reel
Aug 31, 2015
Blooper reel of Eric Clarke and the Orion Advisor Services team as they make their Wealth Management Industry Awards finalist initiative video.
Industry Award Finalist: Orion Advisor Services
Aug 31, 2015
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