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Client Focused Advisors Named as Finalist
in Signator Investors’ “Practice of the Year”
Firm Recognized for Excellence in Practice Management, Client Service
As Reviewed by Independent International Management Consulting Firm
BOSTON, MA, (December 4, 2015) — Client Focused Advisors of New York City and Long Island, led by co-founders Jason Hill, Matthew Hill, William Phillips, and Brett Sigler, was named as a finalist in Signator Investors, Inc.’s “Practice of the Year” competition, sponsored by National Financial Services, LLC, for the firm’s excellence in key areas of practice management, client service, and overall practice performance.
With over 1,000 clients in the Tri-State area, Client Focused Advisors focuses on building and preserving wealth for business owners and senior executives. The firm also aims to help clients achieve their goals of enjoying a secure retirement, leaving a legacy, and providing a college education for children or grandchildren.
As part of the finalist selection process, Client Focused Advisors underwent a rigorous assessment conducted by the international management consulting firm Business Health, which reviewed client service, internal planning and structure, external relations, staffing and technology capabilities, and overall practice performance.
“Client Focused Advisors’ approach is exemplary in understanding their clients’ needs and building strong relationships,” said Matthew Rigatti, Vice President, Sales and Field Resources. “They have used their experience to refine and evolve their practice, and we congratulate them on all their success.”
In order to be considered, Signator’s financial advisors must apply and complete Business Health’s HealthCheck, a web-based business assessment tool that benchmarks a practice in several areas. Among all HealthChecks received, 5 finalists were selected and each received a site audit of their practice from Business Health. Business Health and a panel of outside
financial industry experts then review the audit results and a winner is chosen. The winner will be announced in January 2016.
About Business Health
Business Health is an international consulting firm specializing in the financial services industry. Business Health has developed and marketed a suite of unique and exclusive business diagnostic tools which are supported by a range of specialized consultancy services.
About National Financial
National Financial is part of Fidelity Clearing and Custody, which provides a comprehensive clearing and custody platform, brokerage services, trading capabilities and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement record-keepers, broker-dealer firms, banks and insurance companies. In addition to providing services to third-party institutions, the National Financial Services LLC (NFS) brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail, and capital markets businesses, bringing NFS assets under administration to $3.0 trillion.
About Signator Investors, Inc.
Signator Investors, Inc. is a dual-registered broker dealer/investment adviser with a national network of independent firms and approximately 1,500 financial professionals across the U.S. A leader in the financial services industry having the stability and scale to offer an innovative business model, Signator gives entrepreneurial financial professionals the power to effectively build unique businesses, based on their own vision and market opportunity. For more information on Signator Investors, Inc. and its national network of independent firms, visit http://www.signatorinvestors.com/
Securities and investment advisory services offered through Signator Investors, Inc., member FINRA/SIPC, a registered investment adviser. 197 Clarendon St., Boston, MA 02116.