ADVISOR OF THE YEAR

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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* 1. Your Contact Details:

Name:

Job Title:

Company:

Phone Number:

Email:

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* 2. Nominee's contact details:

Nominee Name:

Nominee Company:

Phone Number:

Email:

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* 3. Briefly outline your reason for making this nomination, by addressing the award criteria above (max. 100 words)

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* 4. Occasionally we allow like-minded organizations to contact you with information that may be of interest. Please tick here if you do NOT want to receive communications from organizations we trust.

No, I do not want to receive communications from such organizations.