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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. 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 2010 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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