Where is the next generation of plan advisors coming from?
To answer that question, NAPA set out to find the top young advisors — the profession’s “Young Guns.” The result of that effort was our list of the “Top Plan Advisors Under 40,” which will be posted online July 15. A story will also appear in the Summer issue of NAPA Net the Magazine, due to reach your mailboxes in the last week of July.
(To view the 2014 list, click here, and to view the accompanying story from NAPA Net the Magazine, click here.)
Our 2016 selection process will begin next March. Look for more information about the process here and in the NAPA Net Daily.Selection Process One of the things that sets the "Young Guns" list apart from other published lists is that it is based on a three-part selection process that taps the knowledge of NAPA’s nearly 10,000 members:
- Firm Partner Nominations: The process starts with NAPA’s broker dealer and RIA Firm Partners submitting their nominations.
- Voting and Open Nominations: Next, NAPA members and NAPA Net Daily subscribers vote for their favorites online, or submit additional nominees to be added to the voting portal. For 2015, voting began March 20 and ended at midnight ET, April 10. Advisors are not allowed to vote for themselves — and no one who works at their firm is allowed to vote for them, either.
- Selection: The final vote tallies are reviewed by a NAPA blue ribbon committee, which will select the top advisors under 40 — the Young Guns.
For firms that would like to congratulate their 2015 Young Guns via an ad in the Summer issue, please contact Erik Vander Kolk at [email protected].