Firm Recognized for Excellence in Practice Management and Client Service
As Reviewed by Independent International Management Consulting Firm
BOSTON, MA, (December 1, 2016) — 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 for the second consecutive year in Signator Investors, Inc.’s “Practice of the Year” competition, sponsored by Fidelity Clearing & Custody Solutions, for the firm’s excellence in key areas of practice management, client service, and overall practice performance.
With more than 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.
“Everyone involved in Client Focused Advisors has a keen awareness of the importance of building relationships and focusing on their clients’ needs,” said Matthew Rigatti, Vice President, Sales and Field Resources. “Attention to detail, as well as experience and hard work serves them well and we are pleased to have them as one of the leading firms in our network.”
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 2017.
About Client Focused Advisors
Client Focused Advisors is a financial advisory practice with offices in New York City and Long Island. In 2017 they will be expanding and opening an office in South Florida. Products and services offered include: retirement planning, life insurance, college savings plans, disability insurance and long-term care insurance. For more information on Client Focused Advisors visit clientfocusedadvisors.com or call 212-573-5564.
About Signator Investors, Inc.
Signator Investors, Inc. is a dual-registered broker dealer/investment adviser with a national network of independent firms and more than 2,000 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/
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 Fidelity Clearing & Custody Solutions
Fidelity Clearing & Custody SolutionsSM provides a comprehensive clearing and custody platform, brokerage services, trading capabilities and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks and insurance companies. Fidelity Clearing & Custody Solutions’ goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, exceptional people and transformative technology.
Fidelity Clearing & Custody Solutions (“Fidelity”) is an independent company, unaffiliated with John Hancock Financial Network, Client Focused Advisors and Business Health. The information and opinions expressed herein are solely those of the author and in no way represent the advice, opinions, or recommendations of Fidelity. There is no form of legal partnership, agency affiliation, or similar relationship between Fidelity and the third party companies referenced in this announcement, nor is such a relationship created or implied by the information found herein. Fidelity has not been involved with the preparation of the content supplied herein and does not guarantee or assume any responsibility for its content. Fidelity Clearing & Custody Solutions and Fidelity Investments are registered service marks of FMR LLC.