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intellicents named finalist for WealthManagement industry awards
September 29, 2023
intellicents has been named a top runner in the 401(k) Service category for the 2023 Wealthies awards by WealthManagement.com due to their intellisteps worksite financial planning program. WealthManagement.com, the leading resource for wealth advisors and planners, announced the full list of finalists for its 2023 Industry Awards known as the “Wealthies”. Last year, intellicents was a finalist in the 401(k) Technology Service category.
“Retirement, wealth, and health are all converging in the employee benefit space, with worksite financial planning being the mortar that bindsthem all together,” emphasized CEO and Co-Founder of intellicents, Brad Arends. “Over the past five years intellicents has concentrated our efforts on putting together a team of retirement plan, insurance, and personal wealth management advisors; and over the past year we have concentrated on pushing worksite financial planning as one of our main and prime services. Our new intellisteps worksite financial planning program gives us the necessary technology to collect participant data so that we can truly provide a foundational financial plan in both digital and hardcopy form for every participant covering budgeting, debt management, emergency savings, death protection, and retirement readiness. For those that want more, the program gives them direct access to an intellicents CERTIFIED FINANCIAL PLANNER ™ to work with them to provide anintegrated comprehensive financial plan.”
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.
“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 strateg 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.”
You can learn more about intellisteps and how intellicents is providing financial planning as an employee benefit with it here.