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.
Practifi is a business management platform designed for growing financial advice businesses around the world. Practifi allows financial advisors, family offices and wealth firms to effortlessly manage their client relationships, monitor compliance and automate workflows, all through an elegantly designed interface. RIAs, IBDs & MFOs now have a system to unify their business from client interactions, compliance detail, and sales targets to revenue. Centres-of-influence, partners and providers are also managed with powerful automation and analytics alongside an ecosystem of leading partners. Practifi combines clients’ financial goals, risk profile, cashflow, assets, debt and insurances into a single, integrated view.
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. After a tremendous start in Australia, our initiative was to leverage our industry knowledge to help more financial advisors in the United States by building a strong U.S. team and expanding and tailoring our product features and integrations to the needs of this new financial advisory market.
An innovative, fully-integrated platform that meets your complex needs.