You may submit your nominations in any of the applicable awards categories:
Honors firms that has gone above and beyond in its corporate-social-responsibility efforts, including those focused on diversity, equity and inclusion (DEI); environmental, social and governance (ESG); philanthropy; and/or other empowering endeavors that have a highly beneficial impact on local, national and global communities. The firms should be able to show – both qualitatively and quantitatively – how they are a model of industry excellence and achievement in this area.
Honors the ingenuity and impact of digital campaigns, educational programs, public relations and social media campaigns that drive advisor growth, lead generation, thought leadership and long-term success. Entries should provide both qualitative and quantitative metrics, showcasing excellence in leveraging different media for improved client service and communication. This award celebrates campaigns that set a benchmark for industry achievement and effectiveness.
Honors firms that have gone above and beyond by recently introducing a highly disruptive program, product, service or other type of success. The firms need to explain how their new idea or inventive approach disrupts an existing market or creates an entire new market segment by moving into an underserved client base or introducing a radically new technology and business/pricing model. The disruptions also should serve as a model of how firms can build a new market or drastically overturns an existing industry, business or market segment – or adds a new market segment to the industry – by producing both qualitative and quantitative results.
Honors firms that have gone above and beyond by recently introducing an incredibly interesting, dynamic and new client program, product, service or other type of success. This innovation should be based on a new idea or inventive approach, and it must be producing results as measured by growing/new revenues, assets, advisor headcount, etc. The firms should be able to show – both qualitatively and quantitatively – how their innovation is a model of industry excellence and achievement.
Honors firms that have gone above and beyond in leading a firm that has introduced a new approach or framework to their segment of financial services, which address clients (or the broader market for advice) in a novel way via insights that can, ideally, be shown to have both a qualitative and quantitative impact – and can serve as a model of industry excellence and achievement. Examples include – but are not limited to – podcasts, webcasts, social media campaigns and white papers.
Honors an individuals who has gone above and beyond in leading a firm that has recently demonstrated strong client service, innovation (in programs, products and/or services) or other success, and who serves as a model of industry excellence, which includes work on growing results as measured by revenues, assets, advisor headcount, etc. The individuals should be able to show – both qualitatively and quantitatively – how their work is a model of industry excellence and achievement in their field.
Honors individuals who have gone above and beyond in their work in philanthropy; corporate social responsibility; diversity, equity and inclusion (DEI); environmental, social and governance (ESG); and/or other empowering endeavors that have a highly beneficial impact on local, national and global communities. The individuals should be able to show – both qualitatively and quantitatively – how their work is a model of industry excellence and achievement in this area.
Honors individuals with less than 10 years of industry experience and who can demonstrate contributions to newsworthy and outstanding results – including how they helped introduce highly innovative programs/thinking, products and/or services that may be leading to or showing high potential for growth in revenues, advisor headcount, assets under management/advisement and/or other measures. The individuals should be able to describe – both qualitatively and quantitatively – how their recent work is a model of industry excellence and either current or potential impact.
Honors an individual with an RIA that has gone above and beyond in terms of striking M&A deals and executing them with a strong track record of success, as measured by growth in revenues, assets, advisor headcount, etc. The individual should be able to show – both qualitatively and quantitatively – how their work is a model of industry excellence and achievement in this area.
Honors individuals who have gone above and beyond in leading a firm that has introduced a new approach or framework to their segment of financial services that address their clients in a novel way via insights that can, ideally, be shown to have both qualitatively and quantitatively impacts. The individuals also should be a model of industry excellence and achievement in their area of focus. Examples include – but are not limited to – podcasts, webcasts, social media campaigns and white papers.