THE CI INVESTMENTS AWARD FOR MULTI-SERVICE ADVISORY TEAM OF THE YEAR
Description
This award recognizes the advisory team that has best displayed excellence over the last 12 months offering a full suite of services including but not limited to insurance, succession consulting, investments, tax and estate planning, mortgage, retirement. Advisors may nominate themselves and the WPA team will also consider input from peers, clients, advisory heads and networks. Extra weight will be placed on nominations that come from those in a position to assess an advisory team’s performance 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:
- year over year growth in book volume and revenue contributions
- variety of products and services
- business development
- overall client service and relationship management
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