Five Star Investme Professional Criteria
Five Star Professional’s Investment Professional award goes to outstanding accountants, estate planning attorneys, insurance agents and select others in the financial industry. Award candidates must satisfy the following criteria to be named a 2017 Five Star Investment Professional:
Eligibility Criteria – Required
1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients.
Evaluation Criteria – Considered
5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry-specific criteria) 9. Education and professional designations/industry and board certifications 10. Pro Bono and community service work
This year, we honored 78 Boston-area investment professionals with the Five Star Investment Professional award.
For more information about these and other award-winning professionals, go to www.FiveStarProfessional.com.