How to apply for the Visionary Leader Awards

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Note: Nominations have now closed for the 2020 Awards. Thank you for your interest!

About the 2020 Visionary Leader Awards

Financial Planning seeks to recognize firms and advisors who are implementing innovative strategies to help their practices and their clients in response to the coronavirus pandemic.

Have you, your colleagues or peers implemented new cutting-edge processes to support or grow the practice? What counterintuitive ideas have preserved clients’ portfolios, jobs or businesses? Has a technologically savvy employee redesigned or created new tech solutions to make a meaningful impact?

The extended deadline for submissions is May 18, 2020.

2020 Nomination Instructions and Links

You can find the nomination form here: Financial Planning's Visionary Leader Awards.

Nominees may be financial advisors, wealth management professionals or other innovators serving the financial planning industry. You may submit a form for yourself, your firm, your firms’ leaders and/or others in the industry.

Nominations may be submitted through our secure online system only. Partially completed submissions may be saved in the system until ready to submit.

To nominate a colleague, peer or yourself, please complete the entire form: 2020 Visionary Leader Awards.

The 2020 honorees will be chosen by a panel of Financial Planning editors and outside independent experts.

Sponsorship Information

Finalists will be profiled in a special package in May and recognized as Visionary Leaders in stories throughout the year. For information about sponsoring, please contact Brad Bava or Victoria Hamilton at and

Please direct other questions to Editor in Chief Chelsea Emery:

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Financial planning RIAs Innovation Practice management Professional development Retirement planning Tax strategies Fintech Coronavirus Visionary Leader Awards