The Advocis Award For Young Achiever Of The Year


 

Description

This award recognizes the young advisor who has displayed excellence with more than three years of experience as an advisor. To be eligible, nominees must have been accredited as an advisor on or before 1 January 2017 and must be under 40 years old. 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 before 1 January 2017

Must be under 40 years old

Year over year growth in book volume and revenue contributions

Exemplary business development strategies to prospect and retain clients in innovative ways.

Client retention & relationship strategies & how it sets the advisor apart from competition

Special thanks to our sponsors

  • WPA-Partners-IFSE.png
  • WPA-Partners-AGF.png
  • WPA-Partners-WPA.png
  • WPA-Partners-TMX.png
  • WPA-Partners-Equisoft.png
  • WPA-Partners-IMC.png
  • WPA-Partners-Mandeville.png
  • WPA-Partners-Edward-Jones.png
  • WPA-Partners-Cetfa.png
  • WPA-Partners-Advocis.png
  • WPA-Partners-CWB.png
  • WPA-Partners-Harbourfront.png
  • WPA-Partners-Mackenzie.png
  • WPA-Partners-Centurion.png
  • WPA-Partners-Franklin-Templeton.png
  • WPA-Partners-BlackRock.png
  • WPA-Partners-KMI.png
  • WPA-Partners-Equitable-Bank.png
  • WPA-Partners-SIA-Chards.png
  • WPA-Partners-Nour.png

Stay Up to Date

Be sure to receive all updates about the Wealth Professional Awards as they happen, by signing up to our mailing list.

No spam, and unsubscribe anytime.

Copyright © 2020 Wealth Professional Awards