Published on March 31, 2020 by Financial Planning
Working from home doesn’t have to mean all work all the time — financial advisors are entitled to a break during stressful times, too.
With planners all over the country working from home in the wake of the novel coronavirus pandemic, filling the day with stimulating activity is more important now than ever, and Financial Planning might have a solution.
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SHOOK Best in State Advisor

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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