Honorable Mentions (in alphabetical order):
Clarion University of Pennsylvania: Clarion University’s team of Alex Dougherty, Darlene Doubet, and Jennifer Garing quickly went from dark horse to intimidating contender at the FAStech Cup Quiz Bowl when the won the first preliminary round to open up the Competition. They showed that the victory was no fluke when they took 2nd place overall in the Quiz Bowl finals. They also taught the judges a thing or two about client-facing education possibilities on their website using their innovative news section which was featured at our T3 general session.
Contact: Dr. Jeff Eicher
Texas A&M University: Andrew Edwards, Henry Lande, and Mariel Braun were highly competitive in all key areas of the Showcase as well as the Quiz Bowl, but the judges especially liked how they formatted their industry insight video blog like a radio call-in show. The Aggies and their firm, BEL Financial, proved that Texas is a real hotbed of financial planning talent, and we should all be paying attention to their program.
Contact: Dr. Nathan Harness
Utah Valley University: The team from Utah Valley comprised of Alex Call, Alex Haviland, and Ben Campbell impressed everyone with their incredibly polished website and digital media content for the Advantage firm. This very creative team even brought in actors to play the part of the clients in their presentation, as well as creating career histories for their advisor personas based on their near-term educational and professional aspirations.
Contact: Dr. Jacob Sybrowsky
Virginia Commonwealth University: Elliott Taylor, Joey Tedeschi, and Patrick Chase were the lone sophomore team that went head to head with a field primarily composed of seniors! The judges loved their creative approach to the client portal and social media content on the TTC Wealth Management site, and their plan presentation format was a page directly taken from MGP’s own Practice Management group’s recommendations for advisors.
Contact: Dr. John McFarland