NOMINATE RESERVE SEATS

THE WP MAGAZINE READERS' CHOICE AWARD FOR INDUSTRY SERVICE PROVIDER OF THE YEAR


 

Description

 

Industry services play an extremely important role within the wealth management industry. This award recognizes the service provider that adds the most value to the business of advisors, allows advisors to maximize their business and help investors achieve their goals. Eligible service providers include but are not limited to software and technology, legal, compliance, training and education catered to financial advisors.

 

Service providers may nominate themselves. Extra weight will be placed on nominations that come from advisors, advisory networks, and those in a position to assess a fund company objectively.

 

Finalists will be invited to provide supporting documentation for submission to the WPA judging panel.

 

When judging this category, the following criteria will be considered:

 

  • must be a service provider for advisors
  • unique value proposition and major strengths
  • industry’s need for the service
  • overall service and client strategy
  • major improvements or upgrades made in the last 12-18 months
  • how the service has added value
  • overall commitment to advisors

 

Nominate

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