55ip’s Advisor Playbook Receives Platinum Summit International Award

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In February, 55ip was honored with a Platinum Summit International Award for our Advisor Playbook in Marketing Effectiveness. The Summit Awards’ mission is to recognize, celebrate, and promote exceptional creativity and innovation across diverse global media platforms. This year, entries for the awards came from 17 countries around the world. 

The Marketing Effectiveness category recognizes innovative work that uses strategy and results-based effectiveness, which the Advisor Playbook exemplifies by helping solve a consistent challenge advisors face today—educating their clients on various aspects of financial planning.

Four use cases are highlighted within the Playbook including:

  1. The benefits of using model portfolios
  2. Turning taxes into an advantage with tax-smart solutions
  3. Freeing up time to focus on building and growing client relationships
  4. How models and tax-management can benefit different segments of clients

The fully interactive and easy-to-use guide has been developed for advisors to identify specific challenges that their clients face, provide talking points, and interactive links to download support materials to use in their next client conversation. 

Nothing motivates us more than being able to develop resources that truly help advisors and their clients.

Request your copy of the Playbook now and check out more of our material for advisors on our News & Resources page.

Independent judges reviewed entries based on criteria related to the purpose of marketing communications as well as sales assistance. Nominees for the award self-submit and other than an entry fee for all participants there is no payment nor compensation involved with the award. The Effectiveness Award assesses creative effectiveness without the need for proprietary company data.

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The Advisor Playbook & Practice Management Resources

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