Does your Financial Advisory Firm give back? Apply today!

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The Invest in Others Charitable Champions List recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees.

Submissions will be evaluated blindly by a panel of financial advisors based on criteria including leadership & culture, events & activities, incentives, contributions, and impact.

Not only is this a chance to tell us about your good works, but if recognized by Invest in Others, this is an incredible opportunity to bring credibility to your philanthropic programs through peer recognition, help improve employee morale, and also serve as a talking point with clients and prospective new hires.