John Page Email & Phone Number

The competition is conducted once a year in three broad geographic regions of the globe: Asia, Europe, and the Americas. There is a separate panel of five judges for each of the three regions. Any advisor can enter as long as they are a member of a professional association, and practice with transparency. Advisors pick a comprehensive plan to be judged from their files that they have presented to a client. Client privacy is protected. From the initial entries judges use a published scoring rubric to select 2-5 finalists from each region. With another round of judging, which includes a 30-60 minute presentation of their work, a winner is selected from each region. Winners gain international recognition. It’s a real boost to an advisor’s practice. Each judge also offers helpful tips on any improvements that could be made. Winners also get a trip and full admission to the FPA National Convention, airfare, and five star hotel, a $3,000 + package. Are you an advisor who belongs to a professional association? If so, you can enter. What are the benefits? The benefits would include: enhanced professional status. You can announce your entry to your clients. It’s a global competition, so it’s not an embarrassment not to win. Find out how you planning expertise stacks up against your peers. Get suggestions from other professionals who are judging because they are dedicated to the profession. Benchmark your score annually to see if you are moving ahead or lagging behind. Download the information package below.

I started a fee-based financial advisory firm many years ahead of it being in vogue to do so. Our purpose was to offer a fully objective financial advisory service that would help people get where they wanted to go financially. We were very successful! I still see "new ideas” introduced today that we rolled out in the 80, and 90's. It was here that I honed my engagement skills. The track that I followed was to first determine the client's values and objectives as well as learn of their current financial position. Then I would show the exact process that we went through to develop a plan.We then would look at some "examples" of how we had helped people get on track to reach all of their objectives. Most importantly we would then look at the four main benefits they would derive from working with us. I would end up illustrating how good financial advice doesn't cost - it pays! My "close" is not a "close."I call it an "open." An opening of a new opportunity to help a client get what they wanted in life. I always say, "Can you think of any reason that you wouldn't want to retain us as your primary financial advisors. We did financial planning the way it was meant to be done. We developed scores of processes surrounding every aspect of financial planning. Much of what we developed under-girds what the Wealth Enhancement Academy teaches today. For 5 years Rogers (Advisors Edge magazine) sponsored an Advisor of the Year Award. Competing against advisors from banks, national brokerage firms, mutual fund dealers, life insurance agencies, and independent planning firms our relatively small group of advisors won the Advisor of the Year Award (Ontario) twice, and other years had the 1st or 2nd runner up.We spawned at least six other independent fee based planning firms (that I am aware of) that followed the same or similar processes that they learned at Page. Two of my sons, Don and Rick operate the firm today, along with a good friend Frank Miemiec.