Monument Wealth Administration is proud to announce that our very personal Jessica Gibbs, CFP® and Emily Harper, CFP® have each been ranked by Forbes as High Girls Advisors within the State of Virginia for 2025!
“As an advisor, I feel lots about serving to Monument’s shoppers greatest navigate their distinctive paths. It’s a privilege to obtain this recognition as a result of it reaffirms that the trail I selected—to turn into a monetary planner—continues to be a satisfying and significant journey for me. Nonetheless, the true delight comes from serving to others open the door to what’s attainable,” stated Jessica.
This announcement comes on the heels of our earlier recognition as Forbes Girls Wealth Advisors Finest-In-State 2023, Forbes High Subsequent Gen Wealth Advisors Finest-In-State, and Northern Virginia Journal’s High Monetary Professionals.
That is Emily Harper’s first time rating on this Forbes record, an honor meaning lots to her personally and professionally. Emily was additionally lately voted one among Northern Virginia’s High Monetary Professionals in 2023 by Northern Virginia Journal.
“Working with our shoppers and their households to think about ‘what’s attainable’ and advising them on find out how to make these prospects a actuality is one thing that brings me pleasure. It’s an honor to take part in our shoppers’ lives in such a significant method and construct shared success. I’m happy with this recognition and the good work we do at Monument as a staff – I’m only one a part of this group of sensible gifted professionals that ship for our shoppers!” stated Emily.
As a agency that locations a deal with supporting girls and our subsequent technology of leaders, we’re thrilled to hitch Jessica and Emily in celebrating this well-earned accomplishment.
Forbes’ record was compiled by SHOOK Analysis, which is predicated on an algorithm of qualitative knowledge, realized via surveys and interviews carried out by phone, in-person and just about to guage greatest practices, resembling service fashions, investing fashions and compliance data in addition to quantitative knowledge, resembling income tendencies and property underneath administration.
SHOOK Analysis goals to create rankings of position fashions—advisors which can be main the best way in providing greatest practices and offering a high-quality expertise for shoppers. All advisors have a minimal of seven years’ expertise. Portfolio efficiency will not be a criterion resulting from various consumer goals and lack of audited knowledge. Neither Forbes nor SHOOK obtain a price in alternate for rankings. SHOOK accepts advisors who meet pre-determined minimal thresholds and acceptable compliance data.
Jessica and Emily have been ranked #53 and #54 within the State of Virginia
Extra Concerning the SHOOK Analysis Methodology
SHOOK will not be a “robo-ranker.” To make sure high quality of their analysis, SHOOK collects each qualitative and quantitative knowledge for his or her rating algorithm.
Qualitative knowledge is collected by way of in-person, digital and phone due diligence conferences to guage every advisor. This consists of consumer affect, trade expertise, overview of greatest practices and compliance data, and agency nominations. Quantitative knowledge can be collected together with property underneath administration and income generated.
The Course of
As a part of the applying course of, our advisors’ data is submitted into the SHOOK system. Our advisors periodically overview and replace the knowledge within the database, and SHOOK makes use of this data to pick its nominees annually.
The next describes the necessities and metrics used of their rating algorithm:
Fundamental Necessities for High Girls Wealth Advisors
- 7 years as an advisor
- Minimal 1 yr at present agency, with exceptions resembling acquisitions
- Advisor have to be really useful, and nominated, by their agency
- Completion of an internet survey
- Enterprise that’s carried out with people is evaluated
- Acceptable compliance file
Quantitative Metrics
- Weightings assigned for each income and manufacturing knowledge
- Belongings underneath administration—and high quality of these property—each custodied and a scrutinized have a look at property held away
- Consumer-related knowledge, resembling retention
- Portfolio efficiency will not be an element
Qualitative Metrics
- Phone, digital and in-person conferences with advisors
- Compliance data and U4s
- SHOOK measures consumer “affect,” a proprietary indicator that measures distinction advisors make within the lives of their shoppers
- Advisors that present a full consumer expertise together with service mannequin, investing course of, price construction, breadth of providers
- Credentials (years of service can function proxy)
- Use of staff and staff dynamics
- Neighborhood involvement
- Discussions with administration, friends, competing friends
- Phone, digital and in-person conferences
- Rating Algorithm
As described on their web site, the algorithm is designed to pretty evaluate the enterprise practices of a big group of advisors primarily based on quantitative and qualitative parts. Knowledge are weighted to make sure priorities are given to dynamics resembling most popular “greatest practices,” enterprise fashions, latest enterprise exercise, and so on. Every variable is graded and represents a sure worth for every measured part. This knowledge is fed into an algorithm that measures hundreds of advisors towards one another.
For the entire particulars on the methodology utilized by SHOOK Analysis, click on right here.
Untapping Wealth Potential: Aligning Cash with That means
It’s actually an honor to be acknowledged by Forbes. As a registered funding advisor (RIA) that operates as a fiduciary, it’s our shoppers’ opinions that really matter. Take a look at our Google Opinions to examine our shoppers’ experiences, in their very own phrases. Our mission is to not solely assist individuals untap their potential for wealth, however their potential for residing. And once we’ve achieved that, that’s the mark of actual success!
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