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. 

 

Advisory teams or offices may nominate themselves and the WPA team will also consider input from peers, partners, and advisory network heads.

 

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

 

This award brought to you by:

 

WP Awards Sponsor AGF

Special thanks to our sponsors

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