It is truly the trust and loyalty of my clients that has made me successful, and I appreciate them every day.
Broghton, MI (PRWEB) September 07, 2016
Susan Busch, Executive Wealth Management, is featured in a special section of the September 12 Wall Street Journal as a 2016 Five Star Wealth Manager award winner.
“It is truly the trust and loyalty of my clients that has made me successful, and I appreciate them every day. My commitment is to make their financial future successful. It is a love and passion for this business and my loyal and trusted clients that I enjoy the most,” says Susan Busch of Executive Wealth Management.
Susan and Executive Wealth Management specialize in comprehensive personal and business financial planning. We begin with a thorough analysis of your individual goals...where you are today and where you want to be in the future. With your input, we produce your own personalized financial snapshot. This “blueprint” helps us structure our recommendations for your financial and investment goals. These are designed to meet and exceed your goals. With 26 years of industry experience, our firm's objectives are to develop long-term, confidential wealth management relationships on a fee-based, consultative approach.
The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
“This award represents to me the hard work and commitment I have given to my clients, and their commitment and loyalty in return have helped me reach our goals together,” says Susan.
“The research behind this award is extensive with each wealth manager being thoroughly vetted from numerous angles. We are proud to showcase these distinguished professionals,” stated Jonathan Wesser, Research Director, Five Star Professional.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.
Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 1,961 Detroit wealth managers were considered for the award; 630 (33 percent of candidates) were named 2016 Five Star Wealth Managers.
*To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
For research methodology information visit http://www.fivestarprofessional.com.