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Maria Jose Flores has large plans for the Wealth Skilled Awards this 12 months. The President and Chief Compliance Officer at Carte Wealth Administration is eyeing this 12 months’s occasion as an opportunity to spotlight the firmwide and particular person successes of Carte and its advisors. She needs to see her agency and her advisors acknowledged with blockbuster classes — like advisor of the 12 months, which was received by Carte’s Jackie Porter in 2023 — however can also be taking a look at extra focused classes that align with the distinctive work every Carte advisor does.
“For the previous 5 years, Carte Wealth has been rating as a primary impartial seller in several areas like compliance, department administration, know-how, and consumer onboarding. So I feel now we have a very good story,” Flores says. “We’re going to be placing in a nomination as multi-office brokerage of the 12 months. However for our advisors we’re taking a look at new classes as properly. Final 12 months Jackie Porter received advisor of the 12 months, however within the two consecutive years earlier than she received feminine trailblazer of the 12 months.”
As Flores works to submit nominations for the awards, she’s discovering methods to pair up Carte advisors with the fitting class. That includes nominating inspiring feminine advisors at her agency for the Wealhouse Capital Administration Award for Feminine Trailblazer of the Yr, placing younger advisors’ names ahead for Younger Achiever of the Yr, or nominating advisors who work as educators to the IFSE Institute Award for Monetary Literacy Champion. She appears to be like for the place Carte advisors transcend simply the administration of belongings, highlighting their accomplishments and efforts past the day after day of their work.
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