Elliot Watson Financial Planning has been recognised at the RI Advice Group Reward and Recognition Awards, held recently.
The financial planning company achieved Platinum status, which means they are in the top 15 practices across the RI Advice Group nation-wide network.
Additionally, staff member Cara Nightingale won the Support Staff Member of the Year Award 2021 for her contributions to marketing and business development.
Cara said she was grateful to have her work recognised.
“This is wonderful recognition of the contribution I make to our business. I strive each day to bring the benefits of financial advice to life and educate potential clients to the positive difference financial advice can make in their lives,” Cara said.
For the company’s Managing Partner, Elliot Watson, Cara’s recognition is further evidence of the strong and experienced team working to support their clients achieve their goals.
“Achieving the prestigious platinum award is further evidence of the strength of our team and business,” Elliot said.
“Cara’s ability to bring a clients’ story to life has been beneficial in showcasing the tangible and emotional benefits we can make to a clients’ life.”
Cara’s award nomination detailed a recent video series she created of actual client case studies which highlighted the benefits of ongoing financial advice over a 15-year period across pre-retirees and those starting out on their financial journey.
The videos details the benefits of an ongoing relationship with a financial adviser through the ups and downs of life, and how tailored advice can help clients achieve their goals.
RI Advice Group Excellence Awards offers numerous awards including individual and practice categories to promote excellence across the group.
IMAGE |Managing Partner, Elliot Watson; 2021 Support Person of the Year and Marketing Manager, Cara Nightingale; Regional Business Manager of RI Advice, Joseph Ayrout; and Senior Financial Adviser of Elliot Watson Financial Planning, Jose Hernandez (L-R).
