Contributed by: Center for Financial Planning, Inc.®
InvestmentNews has, for a second, consecutive year, named Center for Financial Planning, Inc.® in Southfield, Michigan, among its Best Places to Work for Financial Advisors.
Each year in April, the publication honors financial advisory firms across the U.S. that maintain a balance of fun events for employees and top service to their clients. The Center ranked 12th out of the 50 firms recognized.
“We are a close-knit team of fun-loving, hard-working people,” said Managing Partner Timothy Wyman. “We are dead serious about our work, but we know it is healthy to have fun and goof off when the moment calls for it. The Center is, flat out, a fun place to work.”
The Center’s core values include caring about the internal client just as much as the external client. Healthful catered lunches, a stress-reducing ping pong table, and time off for volunteer work are among the components of its happy and healthy work environment.
This, in turn, motivates The Center’s team members to demonstrate a passion for personal growth. Dedicated professional development plans are reviewed at least quarterly, and employee-run committees plan regular social and wellness events.
Wyman said, “A long-standing effort to meet needs as they arise are part of The Center’s DNA and that won’t be changing any time soon.”
Source: InvestmentNews “2019 Top 50 Best Places to Work for Financial Advisers”, April 2019. The Best Places to Work for Financial Advisers program is a national program managed by Best Companies Group. The survey and recognition program are dedicated to identifying and recognizing the best employers in the financial advice/wealth management industry. The final list is based on the following criteria: must be a registered investment adviser (RIA), affiliated with an independent broker-dealer (IBD), or a hybrid doing business through an RIA and must be in business for a minimum of one year and must have a minimum of 15 full-time/part-time employees. The assessment process is compiled in a two part process based on the findings of the employer benefits & policies questionnaire and the employee engagement & satisfaction survey. The results are analyzed and categorized according to 9 Core Focus Areas: Leadership and Planning, Corporate Culture and Communications, Role Satisfaction, Work Environment, Relationship with Supervisor, Training, Development and Resources, Pay and Benefits and Overall Engagement. Best Companies Group will survey up to 400 randomly selected employees in a company depending on company size. The two data sets are combined and analyzed to determine the rankings. The award is not representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. InvestmentNews and/or Best Companies Group is not affiliated with Raymond James.