M Financial Wins BHG Awards

August 27, 2021

M Financial Group Wins Silver Medals for Innovative Strategic Initiatives

M Financial is pleased to announce that Aperture and the Magnet Program won Excellence in Learning Awards from preeminent research and analyst firm Brandon Hall Group.

The awards were announced via webinar on August 19, 2021, as part of Brandon Hall Group’s Excellence in Human Capital Management (HCM) Spring Program.


Aperture won a silver medal for Best Use of Video for Learning. Released in spring 2021, Aperture is M’s proprietary digital marketing content platform. For enrolled firms, Aperture showcases how targeted videos, infographics, and informational articles can be used for client education and marketing.

The Brandon Hall Group award encompasses the full suite of available Aperture video content, created in collaboration with Infopro Learning.


The Magnet Program, M’s groundbreaking financial advisor mentorship program for the development of highly effective and motivated professionals, won a silver medal for Best Advance in Custom Content.

The Magnet Program includes active recruitment of aspiring financial professionals to invigorate the financial services industry with youth and diversity.

“We are honored that the Brandon Hall Group’s awards panel recognized the hard work and dedication M has invested in Aperture and the Magnet Program,” said Lucy Bosworth, M’s Vice President of Marketing and Practice Consulting. “We also know this is just the beginning. M is working vigorously toward the advancement of our strategic initiatives, including Aperture and Magnet, so we can continue to deliver superior client experiences into the future.”

About Brandon Hall Group Excellence Awards

Established in 1993, the highly competitive Brandon Hall Group Excellence Awards recognize “the best organizations that have successfully developed and deployed programs, strategies, modalities, processes, systems, and tools that have achieved measurable results.”

The Excellence Awards attract entrants from leading global corporations, as well as mid-market and smaller firms, the Brandon Hall Group states. The 2021 applicant pool was the largest in the 28-year history of the awards.

Entries were evaluated by a panel of veteran, independent senior industry experts and Brandon Hall Group analysts and executives based upon these criteria: fit the need, design of the program, functionality, innovation, and overall measurable benefit.

“Brandon Hall Group Excellence Awards in 2021 provide much-needed and well-deserved recognition to organizations that went above and beyond to support their stakeholders during the unprecedented disruption of the COVID-19 pandemic,” said Brandon Hall Group COO and HCM Excellence Awards Program leader Rachel Cooke. “The awards provide validation of best practices in all areas of HCM at a time when they have never been more important to employers, employees, and customers.”