In spite of the industry’s stiff competition, there are many success stories that need to be told and advisors deserving of praise from their peers.
The vetting process is straightforward and based on fixed-performance criteria. An increase in assets under management for the 12 months ending Oct. 31, 2013, and the revenue each advisor contributed to the firm are ranked first. Also in the mix, on a weighted basis, are growth to the advisor’s book through new client acquisition, as well as client retention. The formula is designed to provide a broad cross section of well-rounded professionals, not just those with the heftiest of books.
Find out where you stand by supplying some basic metrics about your personal practice and submit them online at www.wealthprofessional.ca. Confidentiality is assured and no information will be published without your prior consent.