Please complete your entry below. You will need to supply 1,000 words detailing why you deserve to win, referencing the key points in the criteria.
Tip: please save your entry text in a Word or Google document before pasting below.
Once complete, submit the below form along with your supporting documents (up to three attachments). Please include your company logo.
Please note that you can enter as many categories as you wish but in order to enter the Best Adviser Firm, you must enter at least one other category.
Each support file has a maximum file size of 2MB and must be either a PDF, GIF, JPEG, PNG, PowerPoint or zipped Excel file.
The International Adviser Best Practice Adviser Awards are open to all authorised adviser firms in the relevant region. Advisers can enter multiple categories for each region’s awards and they are free to enter.
Supporting material is optional but the most important point to focus on when preparing any background material and supporting evidence is that quality and relevance matter most, not quantity.
The panel of judges will also review relevant websites so full addresses and access codes should be provided where that forms part of an entry. A maximum of three files can be submitted, no bigger than 2MB per file size.
In general, the judges are expecting to review matters that have come to fruition (ie with measurable results) over the previous 12-18 months, although longer-term success and sustainable development are also relevant, especially when it comes to financial performance and client service.
For those of you starting to put your entry together, International Adviser has put together a few hints and tips on what makes a good entry and makes the judges sit up and take notice of what you’ve got to say:
Tell a story
Use your opening paragraphs to explain your reasoning as to why you deserve to win and when answering each of the bulleted points in each category, “tell a story” that backs this up.
Judges will be looking for the ideas, skills and passion that have enabled your business to grow. They will also be looking for some foresight and the bigger picture of your overall direction.
Support what you’re saying
Try to include clear and measurable evidence of an achievement or an explanation of why an achievement is significant or innovative. Dependent on category, examples can include, financial targets vs. actuals, testimonials from clients, qualifications of staff and business projections.
Show you’re a leader
Best practice for financial advisers is for the future fit of business. Judges want to know who’s going to be leading the way. What new areas of best practice are you pushing to achieve your desired business goals?
Don’t be afraid of offering more than a few words on a form. The judges are an impressionable bunch and need to be shown as well as told why you should win. From promotional materials, photographs and even videos to letters from clients, a bit of colour goes a long way. You are allowed to enter up to three supporting documents of all files types. Links to evidence can be included in your entry form.
Get people involved
Writing an entry can be a daunting task when resource and time are tight. We’re aware that not all advisers have expertise in this area so try and get as many people as you can involved to help you through the process. Getting buy-in from the start will ensure that any grey areas on answering criteria are addressed and the end result will feel like a true team effort with that drive to win.
If you have any questions regarding entering or you’re having trouble submitting your entry, please do not hesitate to contact the Awards team – firstname.lastname@example.org or telephone +44 (0)20 3872 5998. Alternatively, you can send your entry information and supporting documentation to email@example.com.
In this short video, International Adviser editor Kirsten Hastings shares five top tips for submitting your entry.