Engaging through Innovation and Quality Award

We are so excited to announce that JBS Financial Strategists has won the Engaging through Innovation and Quality Award at the recent Professional Investment Services Conference in Hawaii.  While the award is a mouthful to say, we gracefully accept it with pride.

The award recognises an innovative engagement strategy delivered by a practice within the PIS network.  The Engaging through Innovation and Quality Award is assessed using the following criteria:

• Has a noble purpose anchored to generating positive awareness of the role of the financial adviser
• Increases financial literacy and understanding in the community
• Offers innovative strategies to engage new and/or existing clients in a repeatable and sustainable fashion
• Had clear strategic intent in its design, execution and expected outcomes and delivered on those objectives
• Demonstrated how the practice delivers quality service for their customers and/or develops new business through targeted networking and referrals
• Received feedback to endorse that it was well organised and delivered
• Involved referral partners and used them strategically to generate new business
• Employs effective marketing practices to differentiate themselves from their competitors.

Well done team and thank you for all the support and positive feedback from all our clients and colleagues over the past year.