Five Star Award Winner Orange County Wealth Manager Certification | страница 4

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How we select candidates for the Five Star award

1 CANDIDATE SELECTION 2 EVALUATION 3 FINAL SELECTION

A

B

Identifying qualifying candidates

• Peer , Firm , Industry nomination process

• Starts Fresh Each Year

Complete regulatory , customer complaint review

• Includes indirect solicitation of client feedback ( clients may or may not participate )

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