DAC Acuity 2022: Nominations Open for the Prestigious New Advisor Award

Submit the name of your worthy nomination for the DAC New Advisor Award now.  The application deadline September 1, 2022.  The prestigious award recognizes the next generation and their contributions to excellence in the tax, accounting and/or financial services.   Here’s what the winner of this prestigious award will receive and how to apply:

The winner receives a scholarship to attend the 2022 Distinguished Advisor Conference. Winners will have the opportunity to be featured in a live appearance at the event, offering thought leadership on the future of their industry. They’ll also be recognized in national media opportunities with Investment Executive and Knowledge Bureau.

Previous winners include outstanding young leaders): Brandon Silbermann, Keeley Simpson, Lindsay Sawyer-Fay and Darren Ryan, Jon Earle, Joseph Alfie and Kristin Ramlal, Steven Furtado, Frank Ryan, and Lewis Kent.

AWARD CRITERIA:

Application Deadline: September 1, 2022

Selection and Notification to Award Winner: September 30, 2022

Award winner will demonstrate outstanding achievement in their field in the following categories:

1. KNOWLEDGE AND SKILLS: outstanding service satisfaction in managing family wealth.

2. REFERRABILITY: demonstrated excellence in exceeding expectations in providing services.

3. INDUSTRY COLLABORATION: a commitment to an inter-advisory approach to services.

4. PROFESSIONAL DEVELOPMENT: excellence in breadth of professional development activities.

5. COMMUNITY LEADERSHIP: participation in leadership at work and/or in the community.

6. BUSINESS LEADERSHIP: demonstrated skills in working with a team to grow the practice.

7. INNOVATION: “out of the box” thinking in practice management and client base development.

8. BUSINESS GROWTH AND RETENTION: demonstrated business growth and retention rates.

To apply, fill out the online application form.

Learn more about the agenda and speakers at Virtual DAC 2022 by visiting the DAC website.