熊猫视频 Named 2023 Retirement Plan Adviser of the Year Finalist
熊猫视频 has been named a in the Mentorship category by PLANADVISER.听
An information and solutions resource for the retirement industry, PLANADVISER selects finalists for the Mentorship category who stand out for their commitment and success in supporting the personal and professional growth of their firm鈥檚 staff, their fellow advisers and their industry peers. 熊猫视频 is among five finalists nationwide selected for the category.听
鈥淛ust like every client鈥檚 retirement plan journey and objective is unique, so is 熊猫视频鈥檚 talented team of retirement planning experts, which is why we provide our staff with top-tier professional development tools and support,鈥 said Steven Gibson, principal of wealth management at 熊猫视频. 鈥淲e are proud to be named a finalist by PLANADVISER and are eager to continue to build our impressive team of retirement consultants.鈥澨听
Nominations were submitted by adviser partners including recordkeepers, asset managers, product providers and others.听听
鈥溞苊ㄊ悠 boasts a trusted team of partners who see and acknowledge the high-quality solutions we provide our clients,鈥 said Gerald Wernette, principal of wealth management at 熊猫视频. 鈥淥ur future as a professional advisory firm with a notable retirement group is dependent on the relationship we retain with our business partners, and we look forward to fostering these relationships.鈥澨听
Finalists will be recognized and winners will be announced at the PLANADVISER Industry Leader Awards dinner on May 10, 2023, in New York City.听听