Wealthies Circle
View Online
2020 Wealthies Circle

OCTOBER 9, 2020
SHOWCASING THE 2020 AWARD WINNERS AND WEALTHIES CIRCLE MEMBERS FROM THE BROKER–DEALERS (1,000 Advisors or More) CATEGORIES - Service, Corporate Social Responsibility/Diversity, and Practice Management

BROKER–DEALERS (1,000 Advisors or More) - Service

WINNER: RAMP Program

The enhanced Registered Associate Mentoring Program (RAMP) removes barriers, creating an inclusive environment for branch associates to develop into advisors. The program’s robust, year-long curriculum provides top advisor mentorship and coaching, behavioral assessments, targeted workshops and networking opportunities at the Women’s Symposium, and a pathway to obtain the Accredited Asset Management Specialist designation...

LEARN MORE

FINALIST: Actionable Client Insights to Improve Client Servicing

Merrill Lynch Wealth Management launched a new program, Merrill Client Insights, to provide a proactive and automated way of identifying and notifying advisors of relevant life and servicing events for clients across their banking, lending and wealth management relationships...

LEARN MORE

Advertisement
Wealthies Circle Digital Forums

BROKER–DEALERS (1,000 Advisors or More) - Corporate Social Responsibility/Diversity

WINNER: Women Forward

Women Forward is a movement created by advisors and now co-led by Advisor Group that is focused on supporting women’s career growth across all of our network firms and throughout the financial services industry. The Women Forward initiative offers actionable programs to foster career growth for female professionals...

LEARN MORE

FINALIST: #WomenInvested National Event Series

Merrill launched a novel, multi-market event series to convene women on topics that matter most to them – such as health and wellness, time and stress management, and resiliency. The series hosts best-selling authors, visionaries, and entrepreneurs to bring together an inspiring program with dynamic conversations...

LEARN MORE

FINALIST: Wealth Management Associate Program

Raymond James created the Wealth Management Associate Program (WealthMAP), designed as a bridge for new talent prior to entering the firm’s training program – increasing their runway to becoming successful advisors...

LEARN MORE

BROKER–DEALERS (1,000 Advisors or More) - Practice Management

WINNER: Legacy Builder

Legacy Builder protects an independent financial professional’s business from the potential large loss in enterprise value if a formal transition plan has not been enacted and the financial professional is unable to perform their duties. By providing contractual assurances from Cetera that clients will be properly managed and economic value transferred to their estate or beneficiaries, Legacy Builder removes the major barriers to an financial professional’s ability to control and direct their exit plan....

LEARN MORE

FINALIST: CyberGuard

In 2019, Advisor Group launched the CyberGuard Program, an evolving toolkit of cybersecurity services and support platforms aimed at empowering its advisors to protect themselves and their clients from the ever-increasing threat of cyber-attacks...

LEARN MORE

FINALIST: Gap Analysis Consulting

Raymond James has partnered with Actifi to develop the intelligence needed to provide advisors with an instantaneous, personalized report outlining strengths, weaknesses, and opportunities of their client experience, growth and efficiency....

LEARN MORE