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ST. PETERSBURG, Fla.–(BUSINESS WIRE)–Enterprise Visionary Companions is happy to announce the agency’s Founder and Chief Government Officer Craig Findley obtained the primary spot on Advisor Hub’s “Advisors to Watch” rating.
With a rating of 99.98% on scale and 98.80% on development, Mr. Findley earned the primary spot within the 2022 AdvisorHub 50 Advisors to Watch.
The fifty advisors listed have assembled environment friendly and productive groups which have achieved scale with out compromising their degree of service whereas sustaining wholesome development.
Based in 2019, Enterprise Visionary Companions (VVP) is a registered unbiased wealth administration agency, advising prosperous households and people, together with enterprise homeowners and entrepreneurs, to assist them be strategically smarter with their wealth. VVP presently manages $4.3 billion in property below advisement (AUA)
Notably, Mr. Findley based VVP’s proprietary analysis and funding device in partnership with Former Goldman Sachs head of digital buying and selling Adam Korn. This initiative combines institutional analysis with VVP’s proprietary course of.
In accordance with Mr. Findley, “it’s an honor to obtain the highest advisor rating by AdvisorHub. Together with your complete workforce at Enterprise Visionary Companions. I’m happy that our dedication to our purchasers and our development as a totally unbiased agency has been acknowledged by a big voice within the business.”
Enterprise Visionary Companions is a member of the Dynasty Monetary Companions’ Community of unbiased monetary advisory corporations.
About Dynasty
Dynasty is a supplier of technology-enabled wealth administration options and enterprise companies for monetary advisory corporations primarily targeted on serving excessive web value and ultra-high web value purchasers. Dynasty offers entry to a complete platform of software program and know-how instruments, enterprise companies and holistic funding administration capabilities by means of an open-architecture platform delivered through a set of proprietary and third-party applied sciences. Dynasty’s know-how, instruments and companies present advisory corporations the supported independence to launch their enterprise, scale their operations and develop their corporations — each organically and inorganically — whereas additionally permitting them to be extra targeted on and higher geared up to serve their purchasers. Dynasty’s platform and providing have gained a number of awards in recent times.
For greater than a decade, Dynasty has championed the advantages of unbiased wealth administration for prime web value and ultra-high web value purchasers and has contributed to the motion of property from conventional brokerage channels to the unbiased channels of wealth administration. As Dynasty is turning into a acknowledged business chief, Dynasty has differentiated itself by creating aggressive strengths, together with a deep understanding of and powerful relationship with its purchasers, a complete providing of companies and technology-enabled options, the power to leverage its measurement and breadth to take a position, the flexibleness and seamlessness enabled by a modular know-how answer, the entrepreneurial tradition and skilled and dedicated administration workforce. Dynasty is dedicated to repeatedly rising its enterprise by facilitating present advisory agency purchasers’ development, onboarding new purchasers, rising the purchasers’ use of its broader capabilities, launching further options and finishing up complementary acquisitions.
For extra data, please go to www.dynastyfinancialpartners.com.
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Twitter: @DynastyFP
Youtube: The 2022 AdvisorHub 50 Advisors to Watch rating is as of 6/23/2022 and based mostly on an algorithm of standards, targeted on three key areas: Scope of observe as measured by property, manufacturing and degree of service, Yr-Over-Yr Progress, and Professionalism & Character. The rankings weigh the scores in Scope of Apply and Progress extra closely than different areas. Advisors thought of have a minimal of seven years’ expertise, a compliance file with not more than three complaints, and will need to have been with their present agency since 1/1/2020. Out of roughly 560 whole nominations obtained and 79 on this class, 50 advisors obtained the award. Portfolio efficiency shouldn’t be a criterion resulting from various consumer aims and lack of audited knowledge. This rating shouldn’t be indicative of advisor’s future efficiency, shouldn’t be an endorsement, and is probably not consultant of particular person purchasers’ expertise. Enterprise Visionary Companions didn’t pay a payment in change for this award/score. Enterprise Visionary Companions shouldn’t be affiliated with AdvisorHub.
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