Monday, 11 November 2013 15:43
What does it mean to win the IFP's David Norton - Building Excellence Award?
As Kevin Deamer CFPCM, partner at 2013 Winners KMD Private Wealth Management explained: "We entered the David Norton Award because we wanted to be assessed and we felt there was no better organisation to assess us than the IFP.
"One of the benefits was being forced to put down on paper details about our business, our standards of client service, philosophy and how we planned to expand and improve. Committing this to paper was a surprisingly refreshing experience.
"Each time we received a message to say we had passed the latest round our confidence grew. Not in terms of winning but to have been given the thumbs up that what
we were doing was considered of a high standard. That in itself was hugely rewarding and even before we reached the shortlist of three the process had been very worthwhile.
I would recommend all eligible firms consider applying next year.
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"The stakes got higher when we had the agenda for the final interviews in London a few weeks before conference. Within a few minutes of meeting the panel we were into a client role play.
"I would like to take this opportunity to say how impressed we were with the professionalism and thoroughness of the whole
process. I doubt there is another organisation in our industry that could match the IFP in this regard.
"We are absolutely thrilled to have won the award. It has been a great boost for the invaluable support team back in the office and we all feel a little taller."
What did the judges think? Barry Horner, CFPCM Paradigm Norton said: "It's great to see firms like KMD Private Wealth flourishing post RDR. I'm sure that if he were still with us, David Norton would be incredibly proud of this legacy and the standard of entries for the award which so appropriately bears his name."
Brett Davidson, FP Advance, said: "KMD Private Wealth was almost the perfect firm for the David Norton Award; committed to Financial Planning, doing very well, but
with loads of potential yet to be unleashed. I can't wait to get in there and help them do just that."
"One of the benefits was being forced to put down on paper details about our business, our standards of client service, philosophy and how we planned to expand and improve. Committing this to paper was a surprisingly refreshing experience.
"Each time we received a message to say we had passed the latest round our confidence grew. Not in terms of winning but to have been given the thumbs up that what
we were doing was considered of a high standard. That in itself was hugely rewarding and even before we reached the shortlist of three the process had been very worthwhile.
I would recommend all eligible firms consider applying next year.
{desktop}{/desktop}{mobile}{/mobile}
"The stakes got higher when we had the agenda for the final interviews in London a few weeks before conference. Within a few minutes of meeting the panel we were into a client role play.
"I would like to take this opportunity to say how impressed we were with the professionalism and thoroughness of the whole
process. I doubt there is another organisation in our industry that could match the IFP in this regard.
"We are absolutely thrilled to have won the award. It has been a great boost for the invaluable support team back in the office and we all feel a little taller."
What did the judges think? Barry Horner, CFPCM Paradigm Norton said: "It's great to see firms like KMD Private Wealth flourishing post RDR. I'm sure that if he were still with us, David Norton would be incredibly proud of this legacy and the standard of entries for the award which so appropriately bears his name."
Brett Davidson, FP Advance, said: "KMD Private Wealth was almost the perfect firm for the David Norton Award; committed to Financial Planning, doing very well, but
with loads of potential yet to be unleashed. I can't wait to get in there and help them do just that."
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IFP Member News