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ADVISOR RISING STAR OF THE YEAR


 

Description

 

This Award reconizes the Wealth Management industry leader of the future. The Award is an outstanding newcomer advisor (under five years) who has demonstrated commitment to the Canadian financial planning and wealth management industry. New advisors are more important than ever in an industry that is “graying.” Recognizing the fresh, ambitious advisors sends a powerful message that its contributions are important to the industry.

 

Criteria

 

  • < 5 years of experience in the industry
  • Shows dedication to the field and career growth
  • Volume, revenue contributions, book growth
  • Client retention and referral strategy

 

Nominate for this award