This week, the Prelude Solutions team traveled to Connecticut for an industry event — and we made the most of the trip by taking time to celebrate an important milestone in one of our most valued partnerships.
During our visit, we had the privilege of sharing dinner with Tina Franchi, Director of Partner Development – East Region at Telarus, and were honored to receive the Telarus Coin of Excellence in recognition of five consecutive years of service with Telarus.
The Telarus Coin of Excellence is a prestigious, non-monetary award given to partners, suppliers, and employees who demonstrate exceptional service, collaboration, and dedication. It recognizes those who go above and beyond to support advisors and consistently deliver — or exceed — sales and service goals. Receiving this recognition for five consecutive years is something we are incredibly proud of.
Our partnership with Telarus has been built on trust, collaboration, and a shared commitment to helping businesses navigate complex technology decisions. As an exclusive Telarus partner, Prelude Solutions works closely with their team to provide clients with access to an extensive ecosystem of technology providers while ensuring every solution aligns with our clients’ operational and financial goals.
This recognition is also a reflection of the tremendous work happening behind the scenes. We want to recognize Chris Achée, Bob Healey, Mike Batdorf, and Cate Heaman for their leadership and dedication in strengthening and growing our Telarus relationship over the years. Their efforts continue to create opportunities for our clients and reinforce the strength of this partnership.
We are also deeply grateful for the continued support from Sean Kane, Patrick Oborn, Adam Edwards, Chad Muckenfuss, and the entire Telarus team. Their collaboration and commitment to the advisor community have been instrumental in helping partners like Prelude deliver meaningful results for clients.
As Prelude Solutions celebrates 10 years in business this year, milestones like this serve as an important reminder that strong partnerships are at the heart of everything we do. The Telarus relationship has allowed us to expand opportunities for our clients, access leading technology providers, and continue delivering the strategic guidance businesses rely on to make smart technology investments.
We’re proud of the progress we’ve made together over the past five years — and even more excited about what lies ahead.
Here’s to continued collaboration, growth, and shared success with Telarus.
