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Atlanta
Magazine names Robert Hockett and Barry Kaplan to
exclusive
list of “Five Star Wealth Managers”
Robert Hockett and Barry Kaplan of Cambridge Southern
Financial Advisors have been named to an exclusive
list of Five Star Wealth Managers. For the first
time ever, Atlanta Magazine hired an independent
market research company to administer rigorous “Best
in Client Satisfaction” research on financial
services professionals. More than 95,000 consumers
and 9,000 financial professionals were asked to
evaluate Atlanta wealth managers. Both negative
and positive responses regarding each advisor were
assessed. In addition to the survey results, other
evaluation criteria (such as years experience, compliance
records, regulatory actions, licensure, etc) were
incorporated into the overall evaluation process.
The final list was reviewed by a Blue Ribbon Panel
of local financial services industry experts before
being awarded.
Wealth managers were rated by their clients and
financial service professionals based on service,
integrity, knowledge, experience, expertise, communications,
value for fees charged, meeting financial objectives,
level of service, quality of recommendations and
overall client satisfaction. In the end, the Five
Star Wealth Manager award was bestowed to less than
7% of all Atlanta wealth management professionals.
It is a way for consumers to help other consumers
identify high quality service professionals who
consistently provide exceptional client satisfaction.
This is the only service award for Atlanta financial
professionals based on direct client satisfaction.
An independent third party company conducted the
client-based research. Checks and balances were
in place to avoid conflicts of interest. The recipients
of the awards paid no fees to be evaluated or granted
the award.
The 2008 list of Best in Client Satisfaction Wealth
Managers will be shared with the Atlanta community
in the October issue of Atlanta
Magazine.
Congratulations
to Rob & Barry on receiving this award!
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