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Winner for the second year running: |
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The New Model Adviser Awards process Throughout 2007 Citywire’s Business Intelligence Team travelled the UK meeting firms in their offices and taking them through a comprehensive survey which examined, in detail, how their organizations have grown and are performing. In accordance with the NMA Awards methodology, approved by external actuaries AKG, a shortlist for each region was then drawn up based upon points awarded for levels of recurring income, growth of recurring income and qualification levels of directors and registered individuals. All shortlisted firms were then taken through a further telephone interview where we looked at client education (through company websites, seminars, newsletters, podcasts etc), transparency of service, implementation of technology from both business efficiency and green standpoints, and involvement in an exchange of best practice. The overall aim was to encapsulate the mixture of business performance, professionalism and client support that are the hallmarks of the New Model Adviser Community. |
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