2014 and 2015 Five StarSM Wealth Manager Award
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,542 Boston wealth managers were considered for the award; 801 (23 percent of candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Business Focus Forum
Jill recently attended a two-day symposium in Boston. We were surprised and pleased that she was asked to be a featured speaker on a panel. Jill's talk focused on doing right by her clients and why our relationships with clients matter so much to us. She talked about being a small business owner for a reason and said the only way that she she'd want to grow bigger is if she could clone the people with whom she currently works.