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THE RADIUS FINANCIAL EDUCATION AWARD FOR BEST SERVICE PROVIDER


 

Description

 

This award acknowledges service providers (individual or organizational) with a proven track record of providing advisors with superior support. Whether it is managing orders efficiently or reducing turnaround times, that support is increasingly key for advisors looking to better satisfy investor clients. This award recognizes the industry player that has mastered that service to the advisor on one of a number of fronts.

 

Judges' Criteria

 

  • Any company or individual that provides a service to the financial planning industry (e.g. insurance, back office, coaching, training, marketing, printing, etc.)
  • Ability to innovate traditional processes to improve efficiency
  • Must demonstrate a sustained effort and commitment to the advisor channel
  • Client retention strategy and growth
  • Repeat and referral business strategies

 

Nominate for this award