Firm recognized for its Financial Advisor Transition Video Campaign.
PHILADELPHIA - Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce the firm has received a prestigious WealthManagement.com Industry Award for its Financial Advisor Transition Video Campaign.
In addition to taking top honors in the Transition Support category among broker-dealers with fewer than 1,000 advisors, Janney was also a finalist in the Corporate Social Responsibility, Diversity, Equity and Inclusion, and Technology categories.
“We’re proud to receive this prestigious honor and to be recognized in several other important categories. Our team puts extraordinary care, consideration, and effort into delivering the best support for Financial Advisors and clients. The transition video initiative is a key component of our comprehensive transition support services and demonstrates our commitment to ensuring a seamless transition for our advisors and their clients,” said Kevin Reed, President of the Private Client Group.
The Financial Advisor Transition Video Campaign offers an effective solution for advisors to share news of their transition with clients via a personalized video announcement. Considering industry protocol and non-protocol regulations, Janney’s marketing team helps advisors determine the content and messaging and then manages production and distribution process for the video to ensure a seamless and timely delivery.
Since 2016, Janney has won a total of 10 awards in categories such as technology, practice management, and Diversity, Equity, and Inclusion. The awards recognize outstanding achievement through programs that support financial advisors, client success, and digital advancement.
Now in its ninth year, 91 awards were presented to 80 companies from a pool of 253 finalists. Winners were selected based on quantitative measures of their initiatives—including scope, scale, adoption and feature set—along with qualitative measures such as innovation, creativity and new methods of delivery.