Forbes’ 2022 America’s Top Women Wealth Advisors List
Throughout our Due Diligence process, we are looking for consistency and a repeatable process. The managers we like to work with are not the top performers every year, but over time, we consistently find them at the top of their peer group. It is our philosophy that anyone can get lucky, but it’s really tough to have the discipline to make the right decisions over and over again.
In the 80s it was commodities, the 90s it was the .com companies, in the 2000s financial and mortgage companies, and the story continues. Through each cycle there is always a pain point where investors feel like they’re missing out. Then often a reckoning when people are thankful that they stayed the course. Those who stay the course have a strong process, discipline, and courage.
I am happy to say that for financial advisors the story is not too different; trust is hard to build and easy to lose. To be successful as a financial advisor, it is important to have the courage to be disciplined during uncertainty and to have a plan for the future.
For more than 30 years, Magay has weathered the most turbulent markets, navigated an evolving landscape, and focused on creating a long-term financial vision for hundreds of folks moving into retirement. It is no surprise that she continues to receive accolades, including her third recognition being named to Forbes’ 2022 America’s Top Women Wealth Advisors List.
Please join us in congratulating Magay on her third consecutive recognition being named to Forbes’ 2022 America’s Top Women Wealth Advisors List.
*Forbes’ America’s Top Women Wealth Advisors, Feb 2, 2022. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 32,810 nominations. Advisors in the America’s Top Women Wealth Advisors list are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors. Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Forbes is a registered trademark of Forbes, Inc. All rights reserved.
In the 80s it was commodities, the 90s it was the .com companies, in the 2000s financial and mortgage companies, and the story continues. Through each cycle there is always a pain point where investors feel like they’re missing out. Then often a reckoning when people are thankful that they stayed the course. Those who stay the course have a strong process, discipline, and courage.
I am happy to say that for financial advisors the story is not too different; trust is hard to build and easy to lose. To be successful as a financial advisor, it is important to have the courage to be disciplined during uncertainty and to have a plan for the future.
For more than 30 years, Magay has weathered the most turbulent markets, navigated an evolving landscape, and focused on creating a long-term financial vision for hundreds of folks moving into retirement. It is no surprise that she continues to receive accolades, including her third recognition being named to Forbes’ 2022 America’s Top Women Wealth Advisors List.
Please join us in congratulating Magay on her third consecutive recognition being named to Forbes’ 2022 America’s Top Women Wealth Advisors List.
*Forbes’ America’s Top Women Wealth Advisors, Feb 2, 2022. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 32,810 nominations. Advisors in the America’s Top Women Wealth Advisors list are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors. Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Forbes is a registered trademark of Forbes, Inc. All rights reserved.