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THE AWARD FOR BEST INDEPENDENT ADVISOR PRACTICE OFFICE - FEWER THAN 10 STAFF


Description

Award of excellence to the outstanding small advisor practice. This award goes to the company, office or branch in which the total number of staff or full-time equivalents is fewer than 10, nationally.

Criteria

  • Total number of staff or full-time equivalents within office is fewer than 10, nationally. This figure includes all advisors and support staff.
  • When judging this category, volume/book size, client service, reputation and client retention will all be considered.

 

 

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