Description

This award for excellence recognizes the standout financial advisor of the year. This accolade goes to the player – regardless of business size and model (i.e. embedded commission or fee-only; independent or bank-affiliated) – who has best exceled at pushing the envelope with innovation and growth, garnering both industry and investor attention as well as the respect of peers. The advisor demonstrates commitment to clients with exemplary customer service while building and cementing client relationships.

Criteria

• Open to Advisors only.
• Criteria for judges include: volume, revenue contributions, book growth, client retention and client testimonials

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