Investment performance is not a criterion.
Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each.
Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.
Thus we developed a deep understanding of those specializations and the specific needs and challenges that their unique clientele encountered.
From 2013 to 2017, Hannah was featured in 5 editions of the Sports Illustrated Swimsuit Issue.
Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning.