The Pacific Financial Group Honored with 2025 Celent Model Wealth Manager Award for Streamlining Advisor Workflows

NASHVILLE, Tenn., Sept. 10, 2025 /PRNewswire/ -- The Pacific Financial Group, Inc. (TPFG) is proud to announce it has been named a winner of the 2025 Celent Model Wealth Manager Award in the category of Streamlining Advisor Workflows. This prestigious award, presented by Celent, a leading global research and advisory firm for the financial services industry, recognizes TPFG's innovative use of technology to enhance advisor efficiency and productivity, delivering exceptional value to clients.

The Celent Model Wealth Manager Awards celebrate financial institutions that demonstrate best practices in technology usage across critical areas of wealth management.

TPFG was recognized for its cutting-edge Guided Paperwork Solution (GPS) powered by Smart Communications to streamline operations across the advisor workflow, enabling financial advisors to focus on personalized client engagement rather than paperwork. By leveraging innovative front, middle, and back-office technologies, TPFG has created a best-in-class platform that empowers advisors to serve clients more effectively while optimizing operational efficiency. GPS allows advisors to open and service client accounts in less than two minutes.

"Our technology driven approach allows advisors to deliver tailored financial solutions to their clients with greater efficiency. This award reflects our dedication to all financial advisors wanting to make their practices run much smoother," said Chris Mills, CEO of TPFG.

 "We're proud to partner with The Pacific Financial Group on their award-winning Guided Paperwork Solution," said Leigh Segall, CEO of Smart Communications. "By harnessing the power of SmartIQ, The Pacific Financial Group has transformed onboarding from a manual process into a seamless digital experience—cutting processing times to under two minutes, reducing error rates by more than 65%, and significantly ramping up the speed of client onboarding. This recognition from Celent is a testament to The Pacific Financial Group's bold digital strategy and the power of data-driven client engagement done right."

Celent's 2025 Model Wealth Manager Awards highlight initiatives that demonstrate clear business benefits, innovation, and technology implementation excellence. TPFG's award-winning platform stood out for its ability to streamline advisor workflows, reduce operational complexities, and improve client outcomes.

For more information about The Pacific Financial Group and its award-winning solutions, please visit www.tpfg.com. For details on the Celent Model Wealth Manager Awards, visit www.celent.com.     

About The Pacific Financial Group
The Pacific Financial Group is a leading wealth management firm dedicated to providing innovative financial solutions and personalized client experiences. With a focus on leveraging technology to empower advisors, TPFG serves clients across the United States with comprehensive wealth management, investment advisory, and financial planning services.

About Celent
Celent is a global research and advisory firm focused on technology and business strategies for financial institutions. The Model Wealth Manager Awards recognize outstanding technology initiatives that drive success in wealth management, evaluated on criteria including business impact, innovation, and implementation excellence.

SOURCE The Pacific Financial Group, Inc.