An Awards Honor that’s Kind of a Big Deal (to us)

Being named a finalist for an industry award feels like an honor. At least to us. Turns out that a lot of advisors we talked to had never heard of a “Wealthies” Award. Even those that follow WealthMangement.com seemed a little surprised.

When we asked Idea Kit remote video clients for a reaction to our “Wealthies” finalist status, the honor was put into perspective.

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