Description

Award of excellence for an outstanding newcomer advisor (under five years) within the Canadian financial planning. We recognize the new up-and-coming talent in the advisor industry. New advisors are more important than ever in an industry that is “graying.” Recognizing the fresh, ambitious advisors sends a powerful message that its contributions are important to the industry.

Criteria

• Individual must have less than five years or less of experience in the financial planning industry overall.
• Criteria for judges include: volume, revenue contributions, book growth, client retention and client testimonials

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