LUMINARIES FAQ: How to Participate in ThinkAdvisor's New Awards Program

Has this individual or organization made efforts that go above and beyond others in the industry? Have they taken unique steps to improve their organization and/or the industry through a particular program or strategy? If the answer is yes, then please nominate them.

Likewise, ask if this individual or organization has produced stellar results and/or had a special role in influencing others that did so. Again, if the answer is yes, then please nominate them.

What will be the main criteria for nominations in Diversity & Inclusion? 

The judges will be looking for a clear demonstration of leadership and innovation in bringing more women, people of color and others of diverse backgrounds into the industry. These efforts also can include steps to better support diverse individuals already in the industry and leadership efforts that push an organization in new directions to expand the community of investor clients served by advisors. 

What will be the main criteria for nominations in Thought Leadership? 

The judges will be looking for a clear demonstration of leadership and innovation in how the industry is approaching a key area, such as advisor training/consulting, retirement, financial planning, practice management, client education, behavioral finance, human resources, compliance, etc. 

How is the individual or firm working for the industry to do something that has not been done before for clients or other industry participants? How are these efforts improving or aiming to improve what the industry is doing today? 

What will be the main criteria for nominations in Executive Leadership? 

The judges will be looking for a clear demonstration of results and innovation in a key area or areas. This includes overall business growth, starting new segments or channels, M&A work, innovative hiring of managerial talent, general advisor recruiting, retirement, financial planning, practice management, client education, behavioral finance, compliance, etc. 

Has the firm led by this executive shown it is taking steps that make it stand out in the industry? How is the firm adding value to its business in ways that other firms aren’t? And has the executive been hiring others or taken other steps to expand a particular business focus and/or build on the innovative activities that he/she is leading? 

What will be the main criteria for nominations in Dealmaking/Growth? 

The judges will be looking for a clear demonstration of results in business growth via mergers and acquisitions or organic expansion.

Has the company shown growth through deals or other business efforts  that make the firm stand out in the industry? How is the firm staying ahead of others in its growth strategies?

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