On September 24th, SSN had the honor and privilege of attending the Inaugural WealthManagement.com Industry Awards Ceremony in New York. Our firm was nominated for the technology award for our FOCALweb platform, and although we did not win, just to be nominated as a finalist was a tremendous honor.
The WealthManagement.com Industry Awards program was initiated to recognize outstanding achievements by companies and organizations that support financial advisors and to honor them in front of their peers. To be selected as one of the 95 finalists, certain criteria had to be met that demonstrated how the efforts of the nominee enriched the advisor/client experience. Credit for SSN’s recognition as a finalist clearly goes to Joe Simpson and his Information Technology Team for their creativity in executing the idea for FOCALweb, the platform which landed our firm in the Technology Award category.
WealthManagement.com put on an outstanding event at The Mandarin Oriental Hotel in New York City, despite all the traffic concerns due to Pope Francis’s visit to St. Patrick’s Cathedral just down the street. It was certainly a night to remember as we took in the sites of the city and enjoyed the company of those around us who shared in the excitement of being a nominee. We all felt like winners at the end of the night knowing that a portion of the proceeds from the event were donated to the Foundation for Financial Planning, an organization devoted to providing pro bono financial planning to those in need. To be part of a group that gives back to the community in such a way that uses the talents of those in our industry is something we are proud to be associated with.
Thank you for your business,