Search Begins for 2016 Distinguished Advisor Conference (DAC) Young Advisor Award

Applications for the 2016 DAC Young Advisors Award are now being accepted for the Distinguished Advisor Conference Young Advisors Award.  The award is open to young advisors actively engaged in the financial services industry for at least five years and under the age of 35.

A completed application form, CV and written synopsis of their achievements may be submitted to Distinguished Advisor Conference (DAC) Young Advisors Award before May 31, 2016.

The 2016 DAC will be held in San Diego, CA, November 6-9, 2016. This years’ theme is SOAR HIGHER: Plan for your Greater Potential.

“Knowledge Bureau is pleased to recognize outstanding potential through the DAC Young Advisors Award together with Manulife, Title Sponsor of DAC. We firmly believe that today’s outstanding young advisors are tomorrow’s great leaders.  We are pleased to provide an opportunity to recognize their accomplishments, celebrate their aspirations, and foster leadership development opportunities.  This Award champions our industry’s young leaders and contributes to the building of a nationwide strategy for the success of young advisors and their firms,” said Evelyn Jacks, President, Knowledge Bureau.

“Manulife believes in the value of advice,” said Catherine Milum, Head of Wealth Sales, Retail Markets, Manulife. “That’s why we support organizations such as Knowledge Bureau and their Distinguished Advisor Conference,  which provide a forum for advisors to increase their knowledge base, deepen their understanding of industry best practices and provide Canadians with sound financial advice. It's also why we sponsor the DAC YOUNG ADVISORS AWARD, to encourage the next generation of advisors to pursue excellence in the field."

About the DAC Young Advisors Award:  The award recognizes outstanding young advisors who have excelled in the following eight areas:

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.

Keeley Simpson of Rorabeck Wealth Advisory Group, BMO Nesbitt Burns, and Brandon Silbermann, a financial advisor at Manulife Securities Investment Services, Inc. and Don Stockman Financial Services Ltd, were selected as the two inaugural winners of the Distinguished Advisor Conference (DAC) Young Advisors Award.

Keeley and Brandon each received a scholarship to the 2015 Distinguished Advisor Conference, and participated in a lively panel discussion on stage at the event, offering thought leadership on the future of their industry from the perspective of the Millennial Advisor; speaking with poise and passion to the audience of over 150 delegates from across Canada.   This session provided an opportunity for national recognition of their profile and leadership.

ABOUT OUR SPONSORS

Manulife Financial Corporation is a leading international financial services group providing forward-thinking solutions to help people with their big financial decisions.  We operate as John Hancock in the United States, and Manulife elsewhere.  We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions.  At the end of 2015, we had approximately 34,000 employees, 63,000 agents, and thousands of distribution partners, serving 20 million customers.  At the end of December 2015, we had $935 billion (US$676 billion) in assets under management and administration, and in the previous 12 months we made more than $24.6 billion in benefits, interest and other payments to our customers.  Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years.  With our global headquarters in Toronto, Canada, we trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges and under ‘945’ in Hong Kong.  Follow Manulife on Twitter @ManulifeNews or visit www.manulife.com or www.johnhancock.com.

Knowledge Bureau™ is Canada's leading national post-secondary educational institute for continuing professional development in the tax and financial services.  It is focused on providing the knowledge, skills and confidence practitioners need to navigate the rapidly changing tax and economic environment their clients face in building sustainable wealth.

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