Action! Magazine for Wealth Management Practitioners Launched
Action! covers five content pillars developed by surveying U.S. wealth management professionals
NEW YORK--(BUSINESS WIRE)--Sep 13, 2022--
Wealth management practitioners gained access to a new resource today with the launch of Action! magazine, available now in print and digital format. The publication, led by veteran journalist Suleman Din, provides actionable content including downloadable templates, tactical checklists, practical how-to articles and video guides.
Action! covers five content pillars developed by surveying U.S. wealth management professionals to determine the topics most relevant to high-performing firms: (1) Operational Effectiveness, (2) Relationship Management, (3) Revenue Growth, (4) Investment Excellence and (5) Culture & Strategy.
Role-specific content is a differentiating feature of the publication. While many outlets focus exclusively on the Financial Advisor role, Action! delivers dedicated information for the entire wealth management firm, including Client Success, Operations, Business Management and Administrative professionals.
