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Outstanding Advisory Teams 2017
*
1.
Team information:
(Required.)
Team name:
City:
Province:
Phone:
Email:
Number of employees (advisors and support staff):
Target Clients:
Assets under management:
How many years has the team been in operation?
Any metric to show growth over the past five years:
*
2.
What sets this team apart from competing offices, including value proposition for advisors and clients?
(Required.)
Please note that a
group photo is required
should you be considered as one of the featured advisory teams in the next issue of
Wealth Professional
Magazine.
