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THE MANDEVILLE PRIVATE CLIENT INC. AWARD FOR ADVISOR OF THE YEAR


 

Description

 

This Advisor of the Year Award recognizes oustanding financial advisor who has best exceled at pushing the envelope with innovation and growth, garnering both industry and investor attention and the respect of his/her peers and colleagues. of the year. This award is given regardless of business size and model (i.e. embedded commission or fee-only; independent or bank-affiliated). The Awardee must demonstrate unfaltering commitment to his/her clients with exemplary customer service while building and cementing client relationships.

 

Criteria

 

  • Oustanding revenue contributions to the business
  • Volume and book growth
  • Must demonstrate great client relationship management strategies (recruitment and retention)

 

This award brought to you by:

 

MANDEVILLE wpa partners

 

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