NOMINATE RESERVE SEATS

RISING STAR ADVISOR OF THE YEAR


 

Description

 

This award recognizes the advisor who has displayed excellence in their first three years as an advisor. To be eligible, nominees must have been accredited as an advisor on or after 1 January 2016. Advisors may nominate themselves and the WPA team will also review nominations from peers and clients. Considerable weight will be placed on nominations that come directly from the nominee’s superiors, advisory heads and networks.

 

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 have been accredited as an advisor on or after 1 January 2016
  • year over year growth in book volume and revenue contributions
  • business development
  • overall client service and relationship management

 

Nominate

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