THE AGF AWARD FOR ENGAGEMENT, LOYALTY & CLIENT CARE
Description
Client care and service are an incredibly important measure of any advisory team’s or office’s long-term sustainability and success. This award recognizes the advisory team or office that has displayed excellence over the last 12 months in maintaining consistent and sustainable customer service standards. Eligible nominees are IIROC and IC advisory teams and independent offices/branches.
Advisory teams or offices may nominate themselves and the WPA team will also consider input from peers, partners, and advisory network heads. Extra weight will be placed on nominations that come from clients and those in a position to assess an advisory team’s or office’s client service.
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:
- client service proposition and approach
- commitment to product offerings, product knowledge and education
- innovation in service (i.e. customer communication, suite of product offerings, customer education and resources)
- reflection of client strategy in business success
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