About the WealthManagement.com 2020 Wealthies Circle
The Wealthies Circle is a unique gateway to the WealthManagement.com 2020 Industry Awards program. It’s home to this year’s finalist and winner initiatives and related content; serves as the entryway to our Live Virtual Awards Event taking place on September 10th; and is the pathway to registering for and attending the Wealthies Digital Forums launching on September 24th paneled by finalist company executives and attended by advisors nationwide.
More than 150 companies were finalists this year, and on the Wealthies Circle you’ll find finalist initiatives, company profiles, contact details and current resources including white papers, webinars, audio and other content. Each of these “Best of the Best” initiatives was designed to help financial advisors build better practices and more effectively serve their clients. You may wish to consider these programs and tools as you evaluate new sources to help you manage your practice and grow your business. Plan to visit the Wealthies Circle often throughout 2020-2021 for content updates from this year’s finalists and winners.
The Virtual Awards Event section will be used as the link to the Winners announcements on September 10th, and provide supporting information about our sponsors and promotion for our finalists.
The Wealthies Forums are live, interactive panel discussions scheduled during 2020-2021 covering the current state and future direction of technology, asset management, practice management and marketing. More information on topics and registration can be found on the Wealthies Circle.
Now in its 6th year, the WealthManagement.com Industry Awards program recognizes the outstanding companies, individuals and organizations that make a real difference in the daily activities of financial advisors. More than 200 companies submitted 625 nominations in 2020 – a testament to the value that firms place in the awards as a way to enhance their reputation, increase their brand recognition and set their organization apart from the competition.
Includes initiative summaries, company profiles, contact details and current resources such as white papers, webinars, audio and other content links. These “Best of the Best” initiatives are designed to help financial advisors build better practices and more effectively serve their clients. You may want to consider these programs and tools as you evaluate new sources for your organization. Information will be updated throughout 2020-2021.
Live, interactive events paneled by executives at finalists and winner companies who have joined the Wealthies Circle – attended by and promoted to our 435,000 actively engaged community of advisors and planners.
For panel participation and sponsorship information:
Initially developed for advisors in Australia, Practifi is a business management platform that helps financial advisors unify their disparate tools, strengthen relationships with their customers, and grow their business. For more information, visit practifi.com and follow @practifi on Twitter.
Founded in 2012, FiComm Partners is an integrated communications agency with a singular focus on wealth management and financial services. FiComm partners with clients to drive differentiation and tell impactful stories through seven core specialties – branding, video-first communication, virtual marketing workshops, digital marketing, public relations, crisis communications, and consulting. With offices in New York City and Los Angeles, the company works primarily with broker-dealers, custodians, asset managers, WealthTech providers, and large RIAs/financial advice firms, including Redtail Technology, CAPTRUST and Riskalyze. The team has earned a strong reputation for delivering tangible value to clients as a best-in-class agency whose clients view them as an extension of their brands.
Current industry marketing and training programs by custodians and broker-dealers take place on paper and in-person, neglecting opportunities for virtual, digital, and video communications. Advisor Education was launched to disrupt the industry standard and revolutionize the client and prospect experience, allowing both enterprise firms and individual advisors to communicate with a “video-first” approach while implementing proactive marketing. In addition to a series of virtual workshops created for the “modern advisor,” the offering provides hands-on experience and expert guidance while enabling participants to offer peer-to-peer feedback and receive one-on-one coaching in a video-based, forum-like environment. After hiring Candice Carlton to build out the program, FiComm accelerated the launch of Advisor Education in response to the COVID-19 outbreak, requiring companies to quickly adapt to virtual communication.
Virtual Workshops For The Modern Advisor
FiComm’s Advisor Education gives advisors the tools for modern marketing and video communication.