MULTI-OFFICE ADVISOR NETWORK/BROKERAGE OF THE YEAR


 

Description

This award recognizes the most outstanding advisory network or brokerage that has displayed excellence over the last 12 months.

Networks or brokerages may nominate themselves and the WPA team will also consider input from partners, peers and clients. Extra weight will be placed on nominations that come from advisors and those in a position to assess the network or brokerage objectively.

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:

year over year AUM growth

employee value proposition (e.g. 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 platform/tool/s

industry reputation

Special thanks to our sponsors

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  • WP-Awards-Sponsor_Mandeville-Private-Client-Inc.png
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  • WP-Awards-Sponsor_IFSE-Institute.png
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