Have you found innovative new ways to serve your clients? Are you a tireless advocate of the independent financial advisory industry? If so, nominate your firm for one of the three IMPACT Awards below. Doing so could place you among an elite group of successful firms that are selected and honored each year.
Best-in-Business IMPACT Award™
Recognizes an independent investment advisory firm with a 10 year-plus track record of growth and excellence, as well as best-in-class technology solutions that have helped it expand market reach, responsiveness and operational efficiencies. The award includes a $15,000 donation to a charity designated by the firm.
Pacesetter IMPACT Award™
Singles out a leader of the future—an up-and-coming independent advisory firm with a track record of less than 10 years. The stand-out firm will have exhibited initiative, growth and promise, as well as a focused use of technology as a way to extend its reach, responsiveness and growth. The award includes a $15,000 donation to a charity designated by the firm.
Trailblazer IMPACT Award™
An entrepreneurial spirit and drive to advance the industry’s interests are the defining attributes for the firm poised to receive Trailblazer Award. The award recognizes a firm for its dedication to helping the industry as a whole reach new heights through focused initiatives or the passionate commitment to service excellence. From unique approaches to serving key market segments, community-focused programming, industry advocacy and support of next generation RIA talent, there is a broad range of ways firms can demonstrate their vision and industry commitment. The award includes a $15,000 donation to a charity designated by the firm.