Advisor Group Takes Home Two Wins in the 2018 WealthManagement.com Industry Awards
The firm was recognized for its offerings in the Service and Transition Support categories
PHOENIX, Sept. 17, 2018 /PRNewswire/ -- Advisor Group, one of the nation's largest networks of independent financial advisory firms comprised of FSC Securities Corporation, Royal Alliance Associates Inc., SagePoint Financial Inc., and Woodbury Financial Services Inc., today announced it has been named the winner of two WealthManagement.com Industry Awards for the initiatives listed below:
- Service: The Future is Now 2.0 program, a series of educational offerings intended to help advisors adapt to the industry's changes and continue to differentiate themselves in the marketplace. Members of Advisor Group's executive team hold one-day roadshows to give advisors the opportunity to network with their peers and the firm's leadership team.
- Transition Support: My Succession Plan, which increases the connectivity between advisors and helps them plan for the succession of their businesses. Launched in October 2017, the website consists of a community of advisors seeking to build, buy, or sell a practice.
"These awards are a testament to the ongoing efforts of our team at Advisor Group and our commitment to address the needs of our advisors as the industry continues to rapidly evolve," said Jamie Price, president, and CEO at Advisor Group. "It's an honor to provide our advisors with the resources they need during such a critical transition time for their businesses, and we see this recognition as a sign from the industry that our hard work is paying off."
The latest offerings from Advisor Group help to address many of the unique pain points that advisors face:
- The Future is Now 2.0 has enabled its advisors to keep pace with the industry's rapid changes and maintain a strong network of peers. In fact, nearly 98% of attendees said that the roadshows underscored Advisor Group's commitment to its partners.
- My Succession Plan connects advisors with one another to ensure the succession of their businesses goes smoothly. The program had nearly 400 members just two months after its launch, with total assets exceeding $26 billion.
"Our industry is changing every day, and Advisor Group strives to provide advisors with the tools they need to adapt to this change as seamlessly as possible," added Valerie Brown, executive chairman at Advisor Group. "We're proud to see our hard work honored by the industry we serve, and we're excited to continue providing advisors with the most up-to-date solutions available on the market."
Now in their fourth year, the WealthManagement.com Industry Awards celebrate the individuals and firms that are supporting organizational success and transformation in the financial advisory space. Nominations are assessed by an esteemed panel of industry experts and influencers, who this year judged entries from nearly 200 firms. This year's winners were announced at a dinner ceremony in New York City on September 13, 2018.
In 2017, Advisor Group achieved double-digit growth in both revenue and AUA as it introduced new products and services to help advisors continue to grow their businesses.
About Advisor Group
Advisor Group, Inc. is one of the nation's largest networks of independent financial advisors serving over 5,000 advisors and overseeing approximately $190 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc., and Woodbury Financial Services Inc., as broker/dealers, registered investment advisors and members of FINRA and SIPC. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.
SOURCE Advisor Group
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