THE FRANKLIN TEMPLETON AWARD FOR ADVISORY TEAM OF THE YEAR (10 STAFF OR MORE)


 

Description

This award recognizes the most outstanding advisory team or office with 10 staff or more (including full-time equivalents, advisors and support staff) that has displayed excellence over the last 12 months. 

 

 

 

When judging this category, the following criteria will be considered:

Year over year AUM growth

Employee value proposition (business development support, marketing support, education, training, philanthropy)

Overall client service and relationship management

Growth strategy

Spirit of innovation with use of wealth technology and digital platforms/tools

Industry reputation

 

This award brought to you by:

 

WP Awards Sponsor Franklin Templeton

Special thanks to our sponsors

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