Nominations are open for CPA Wealth Provider's Second Annual Financial Planning Awards in the following three categories:
1. CPA/Financial Planning Firms
2. Broker/Dealers
3. Financial Planning Software Vendors
Winners are those firms or companies that have taken the lead through innovation, efficiency, initiative or growth in the financial planning area.
The winners will be profiled in the January 2005 issue of CPA Wealth Provider, and copies of the issue will be included with the January issues of Accounting Today, Accounting Technology and Practical Accountant, as well as being featured on WebCPA and at applicable conferences and conventions.
No forms are needed to nominate. Simply send information about what company or firm is being nominated and in which category. Explain briefly how this firm or company has taken the lead through innovation, efficiency, initiative or growth in the financial planning area. An example can be used. For instance, Cassaday & Co., a winner last year, showed that its seven financial planners all hold specific certifications or licenses, and that this comprehensive planning approach has earned the firm impressive customer loyalty, with 99 percent of clients who sign remaining with the firm on a permanent basis. Nominations should be sent by Nov. 5 to stuart.kahan@thomsonmedia.com.
