55ip’s Advisor Playbook Receives Platinum Summit International Award
by 55ip
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:
- The benefits of using model portfolios
- Turning taxes into an advantage with tax-smart solutions
- Freeing up time to focus on building and growing client relationships
- 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.
55ip was a winner for the Platinum Summit International Award in February, 2024. Judging was conducted in January, 2024 by a panel of independent judges and based on criteria related to the purpose of marketing communications as well as sales assistance. Nominees are self-submitted and there is no payment nor compensation involved with the award. Award is no guarantee of future results. The award is not indicative of 55ip’s future performance and does not guarantee future results.
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