The big five: The 2014 Advisor of the Year finalists

July 15, 2014 by Daniel Williams, Paul Wilson, Vanessa De La Rosa

After months of pouring over nominations, Retirement Advisor rolls out the annual Advisor of the Year finalists.

In making our selections, we looked at multiple categories.

Among those are production, community involvement, an ability to connect with clients, a passion for working with seniors and an exemplary compliance and suitability record. Click here to read…

Originally Posted at LifeHealthPro on July 15, 2014 by Daniel Williams, Paul Wilson, Vanessa De La Rosa.