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THE FIRST TRUST AWARD FOR YOUNG GUN OF THE YEAR


Description

Award of excellence for the outstanding young advisor. This accolade goes to the new industry player under 40 who has best exceled at pushing the envelope with innovation and growth, garnering industry attention and the respect of peers.

Criteria

  • Open to Advisors 40 or under on Jan 1st 2017 only
  • Are you utilizing the next-generation technology to build and cement client relationships?
  • What special branding is being used to attract the next generation of clients?
  • How is this young advisor structuring their practice to take financial planning into its next generation?
  • Finalists will be invited to provide supporting evidence, including First Years Sales Commission, innovative marketing techniques, products and market size

 

 

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