APRIL 7th, 2022 - This award attempts to uncover great advisors in all markets, not just the largest ones with large concentrations of wealth. The Forbes research shows the best advisors to be laser focused on having a positive impact on their clients' lives, wanting to add meaning and value. This prestigious ranking reflects both qualitative criteria learned from candidate interviews on best practices as well as quantitative data like revenue trends, assets under management, compliance records, and industry experience.
Shari Burnum and Investor's Resource did not pay a fee to participate or be considered.
FEBRUARY 4th, 2022 - This award is an even smaller list of women than their Best-in-State Award. Similar methodology is used in giving this award including both the number of assets managed by an advisor and qualitative factors such as quality client relationships and business practices.
Shari Burnum and Investor's Resource did not paid a fee to participate or be considered.
NOVEMBER 30th, 2022 - This award is sponsored by the Business Council of Alabama and the Chamber of Commerce Association of Alabama and is awarded to 4 categories based on business size. Investor's Resource was one of 46 overall finalists. The award recognizes businesses based on a variet of civic endeavors, business success, and community involvement.
This year, 46 businesses were chosen as finalists for these prestigious awards. Nominations for the 2022 Small Business of the Year Awards were made by local chambers of commerce across the state. Finalists were reviewed by a panel of out-of-state judges in areas including community involvement, chamber participation, business success, and overall deservedness. There were four award categories with a respective gold, silver and bronze winner in each category: Emerging Small Business for those in business for less than five years; 1-10 Employees; 11-50 Employees; and 51-100 Employees. Investor’s Resource won this award on XX/XX/XXXX covering the 2022 business year and did not pay to be nominated or receive the award. The Business Council of Alabama is Alabama’s foremost voice for business. The BCA is a non-partisan, statewide business association representing the interests and concerns of nearly 1 million working Alabamians through its member companies and its partnership with the Chamber of Commerce Association of Alabama. The BCA is Alabama’s exclusive affiliate to the U.S. Chamber of Commerce and the National Association of Manufacturers. Since its beginning in 1937 as the Alabama Association of Commercial Organizations, what is now known as the Chamber of Commerce Association of Alabama has remained dedicated to advancing the goal that chambers of commerce are the premier local business advocate in the State of Alabama. Serving over 100 local chambers throughout the state, CCAA is dedicated to its mission to build stronger chambers of commerce and communities in Alabama through professional development, partnerships and a united voice for business.
Investor's Resource did not pay a fee for consideration or participation.
NOVEMBER 1st, 2021 and 2022 Multi-Year Award - Expertise.com reviews the top service professionals in over 200 industries in more than 60,000 businesses. Candidates are scored on on more than 25 variables across 5 categories to determine business and professional reputation, knowledge, and overall friendly attitude in conducting business.
Investor's Resource did not pay for a fee to participate or be considered.
DECEMBER 31, 2021 Award - RFG Advisory, an innovative and fast-growing platform for independent advisors, was named one of America’s Top RIA Firms by Forbes. The inaugural 2022 Forbes/Shook Top RIA list includes 100 advisory firms with cumulative assets of $730 billion. All are helmed by professionals who have decades of experience, not to mention proven track records of seeing clients through market turmoil and preserving their wealth. Forbes’ list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank member firms.
RFG Advisory did not pay a fee to participate or be considered..
2020 - RFG Advisory was selected out of a pool of nearly 13,000 RIA firms based on performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. They limit the number of advisers from any one state, corresponding to the distribution of millionaires across the United States.
RFG Advisory did not pay a fee to participate or be considered.
2022 - RIA Channel ranks the rate of growth over a 1-year period of RIA firms who are active registered investment advisers (RIAs) and have no regulatory, criminal or administrative violations, with at least $100 million in assets under management. The list is then refined based on a robust set of criteria, including their impact on wealth management, charitable activities, years in leadership and recognition within the industry.
2021 and 2022 Multi-Year Award - This award recognizes firms that are driving the wealth, investment and retirement industry forward and whose mission is focused on driving meaningful change. The award criteria includes community impact, diversity, executive leadership, and overall thought leadership.
LINK for 2021 award
Neiher Shannon Spotswood, Rick Wedell, or RFG Advisory paid a fee to participate or be considered.