Winning an FPI award is a surefire way to boost your professional standing and attract new clients. Even being chosen as a finalist will do wonders for your business.
The FPI offers many awards, but the Financial Planner of the Year is the big one! Launched in 2000, it’s the most prestigious award in the industry and seeks to recognise the top CERTIFIED FINANCIAL PLANNER® professional of the year. This must be someone who has demonstrated innovation, professionalism and commitment to their clients,
YOU CAN’T WIN IT IF YOU AIN’T IN IT…
We strongly advise getting the ball rolling early. As judges, we can tell which entries have been completed in a rush and which have been carefully massaged over weeks. The 2019 awards season yielded the strongest entries we’ve ever received and we have even higher hopes for 2020.
WHAT PAST WINNERS HAVE TO SAY…
Entering the awards is the best marketing decision you’ll ever make. But don’t take it from us. Take it from these past winners…
We saw entering the award as a strategic business decision. We wanted and needed to grow. It blows me away how few professionals have seen this opportunity. When we won, the effect on existing clients alone was extraordinary. They were so proud of us and of their own decision to choose us. Additional business, referrals and public engagements followed. In the years that have passed, we are still living off the title.
Barry O’Mahony, Financial Planner of the Year 2013
Being named Financial Planner of the Year was very special and gave me a lot of confidence going forward. It really helped my business too, as my credibility had been established before meeting clients.
Alec Riddle, Financial Planner of the Year 2009
The Financial Planner of the Year award is not an easy award to win. You are judged by your industry colleagues on your financial planning processes, your technical knowledge and most importantly on how you treat your clients. Winning the award elevates you in the eyes of the industry and the consumer as a whole.
Bruce Fleming, Financial Planner of the Year 2016
DON’T DELAY – ENTER NOW
• For detailed descriptions of each category, eligibility requirements, and to download entry forms, visit the FPI’s award’s page
• The closing date is on 29 February 2020
• For more information, contact 011 470 6000 or email awards@fpi.co.za
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