Affiliated Advisors, a leading advisor service and support platform, announced today that the firm has been recognized by wealthmanagement.com, as a Finalist in the Advisor Support Platform category for Thought Leadership.
Affiliated Advisor’s Thought Leadership program features a number of advisor educational materials, research, case studies and industry-wide webcasts designed to help advisors run more profitable, efficient and growing businesses. Key practice management focus areas of transitioning your business to a new broker-dealer, succession planning and mergers and acquisitions, along with how to manage a financial advisory firm in a hybrid work environment were developed. These concepts were then supplemented with highly personalized case studies of successful advisors leveraging these concepts to better manage their advisory firm businesses.
“We’re honored to receive this prestigious recognition from WealthManagement.com,” said Tom Rippberger, Managing Partner at Affiliated Advisors. “We look forward to continuing to make investments in the tools, resources and educational content advisors need to succeed in today’s more complex and competitive environment.”
Now in its ninth year, the WealthManagement.com Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges made up of top names in the industry, led by WealthManagement.com director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City on September 7th.
“The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy and operations. “They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.”
To learn more about Affiliated Advisors difference, log onto http://www.AffiliatedAdvisors.com.
About Affiliated Advisors
Founded over 30 years ago by industry veteran, Rita Robbins, Affiliated Advisors is a team of experienced and innovative industry experts with a passion and mission to help solo advisors and emerging teams build the practices of their dreams through a dedicated service and support platform. Affiliated Advisors’ award-winning suite of marketing, technology, compliance, service, financial planning, practice management and succession planning resources is helping nearly 100 financial advisors grow and better manage their advisory businesses. To learn more, log onto http://www.AffiliatedAdvisors.com.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.
About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.
The WealthManagement.com Industry Awards program recognizes outstanding organizations and individuals that support financial advisor success. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Read the Press Release here: https://www.prweb.com/releases/affiliated_advisors_named_a_finalist_in_the_2023_wealthmanagement_com_industry_awards/prweb19375782.htm