Thank you for the opportunity to help you manage your financial needs and plan for your goals. Providing you with the highest level of service is a top priority and it is apparent that you value an outstanding client service experience.
That’s why I want to share some exciting news. Recently, I earned the prestigious Women’s Choice Award ® for Financial Advisors and Firms and this month I have been featured in USA Today, spotlighting my commitment to my female and couple clients. You may view this announcement here:https://financialplannerinneworleans.com/wp-content/uploads/2012/09/USA-Today-Financial-eTEAR-SHEET-August-2014.pdf.jpeg.jpg
This recognition demonstrates my commitment to all clients, but allows me to further showcase my commitment to the women’s market and to my profession — symbolizing the integrity, knowledge and service excellence I strive to deliver to every client.
The Women’s Choice Award for financial advisors is the premier recognition award earned by advisors who are providing the highest level of quality service to their clients. Women’s Choice Award advisors have been evaluated through a rigorous evaluation process including 17 point criteria. To augment the process, advisors are also required to have participated in a survey of their clients to obtain feedback regarding service and practices. This award is based on an exceptional customer service experience, knowledge, overall satisfaction and other criteria.
If you have family, friends or colleagues who could benefit from working with a dedicated financial advisor, please let me know. I’ll be happy to offer them the same level of service I provide to you.
The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success.