Accepting New Advisor Award Nominations

Now seeking nominations for the New Advisor Award – application deadline September 1, 2021 The DAC Young Advisor Award recognizes the next generation and their contributions to excellence in the field. 

The winner receives a scholarship to attend the 2021 Virtual Distinguished Advisor Conference. Winners will have the opportunity to be featured in an awards ceremony and to participate in a virtual segment 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: Brandon Silbermann, Keeley Simpson, Lindsay Sawyer-Fay and Darren Ryan, Jon Earle, Joseph Alfie and Kristin Ramlal, Steven Furtado, and Frank Ryan

AWARD CRITERIA:

Application Deadline: September 1, 2021

Selection and Notification to Award Winner: September 30, 2021

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 2021 by visiting the DAC website.