The 2008 Outstanding Advisor Awards
Anyone can nominate a friend or colleague who meets the following criteria: • A minimum of three years in the industry as a producing retail registered representative or investment advisor rep. • A minimum of one year with his or her present firm as of Feb. 28, 2008. • Good compliance standing. (Nominees’ compliance records will be checked—we must have a nominee’s full name and, for registered reps, his or her CRD number.) • Not a previous Outstanding Advisor (or Broker) Award recipient. • Ranked in the top 25th percentile of his or her firm’s retail producers.
Registered Rep. will select the Outstanding Advisors based on: 1) Superior performance in money management, client service and business building; but, just as important: involvement in philanthropic activities. 2) Acknowledged peer recognition and respect.
• Simply complete the nominee entry form below and hit submit • Please write no more than 750 words detailing why the candidate deserves to win an OAA (i.e., community and philanthropic activities, notable achievements). In addition to the announcement in the May issue, winners will be flown all-expenses paid to New York City for the 2008 awards ceremony. |
Current IssueHow Do You Like Me Now?BY JOHN CHURCHILL When it began, the credit crisis had little to do with retail brokerage. After all, the fixed income departments were the ones who made the bad mortgage... advertisement
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