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.
Blooper reel of Eric Clarke and the Orion Advisor Services team as they make their Wealth Management Industry Awards finalist initiative video.