Partners client site
At the recent Financial Services Partners (FSP) ‘iachieve 2012’ conference in Queenstown, New Zealand, our annual awards were presented to Advisers and Practices who have achieved outstanding results over the last 12 months.
These awards were presented in the following 7 categories:
The Rising Star Award recognises advisers who have been advising for less than five years, are advocates and committed to our industry, have demonstrated advice excellence and process driven client engagement, and have shown tremendous potential to build professional advisory practices. Congratulations Brett Wright.
The finalists for Adviser of the Year Wealth Creation were assessed on their demonstration of advice excellence in the area of Wealth Creation and Management in the last 12 months, their degree of business acumen and client engagement, their Professional Standards performance and outcomes, their perception as a role model to other advisers, and finally their FSP advocacy and engagement. Congratulations, Jarrad Murphy.
The finalists for Adviser of the Year Wealth Protection, were assessed on advice excellence over the previous 12 months, in wealth protection, their degree of business acumen and client engagement, Professional Standards performance and outcomes, and FSP advocacy and engagement. Congratulations, Luke Smith.
The award for acknowledging excellence in Professional Standards was introduced 4 years ago to recognize the effort of many of our firms striving for outstanding quality in advice and in the advice process. It also aims to promote the importance of raising the benchmark in terms of professional standards. The three areas examined were:
Congratulations, Peter Foley.
The Client Choice award is the adviser who has been endorsed by the clients as having outstanding customer service and advice. Clients were invited to participate in a survey that requested comment on advice, strategy, accessibility of adviser as well as frequency of communication, transparency of fees and how well the adviser understood the client's situation and issues. Congratulations, Kyle Brown.
Adviser of the Year is based on many attributes including volume of new business, compliance and quality of advice, range of advice, industry qualifications, business acumen and client engagement, client testimonials, peer recognition, extent of a professional network for referrals, community involvement, adherence to and knowledge of changing legislation, and support of licensee initiatives. Congratulations, Paul ter Bogt.
The Firm of the Year award took in to consideration the following criteria – the firm as a whole, compliance and quality of advice, range of advice, industry qualifications for all advisers, proof of outstanding customer service, the business structure and its sustainability, processes and culture, peer recognition as a professional financial planning business, technology usage and uptake, extent of a professional network for referrals, community involvement and support of licensee initiatives. Congratulations, Tempus Wealth.