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BROKER–DEALERS: Fewer Than 1,000 Advisors Transition Support
JANNEY MONTGOMERY SCOTT
When Financial Advisors transition to Janney they need to share news quickly and effectively with clients while also taking into consideration industry protocol or non-protocol regulations. Our solution - a seamless process for advisors to share a personalized video announcement. The transition video campaign has two options: an off-the-shelf standardized program with pre-approved scripts and communication materials or a custom video script with unique communication Transition Video Campaign
plans. These flexible video campaigns are promoted across multiple channels – email, text message, website, and social media. Janney’s marketing team helps advisors determine the method of communication, messaging and manages the production and distribution processes. The transition video campaign creates a personal announcement, which allows Financial Advisors to start their transition with peace of mind.
Janney is a leading full-service wealth management, capital markets, and asset management firm dedicated to putting client needs first. We are committed to providing individuals, families, businesses, and institutions with tailored financial advice to help reach their personal or business goals. With a history of strength and stability, an ability to execute, and a culture of service and collaboration, we continue to deliver on our mission of offering the highest standard of success in financial relationships. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company.
www.janney.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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