PARTNERSINWEALTH was again honored by the Better Business Bureau (BBB) at its annual Awards of Excellence luncheon on May 12, 2017 at Bayou City Event Center. The gathering recognized both businesses and non-profits that have a superior commitment to quality in the workplace.
PARTNERSINWEALTH was given the “Winner of Distinction” award. It requires an application score above the 85th percentile among all candidates, as judged by an independent panel of judges. The award focuses on customer service.
“We’re honored to be recognized with this award, because we try very hard to set an unbeatable bar for service to our clients,” said PARTNERSINWEALTH Founder and President Jim Waters, CFP. This marks the second consecutive year the firm has been given the award. Mr. Waters said he’d like it to be the start of a long streak.
“There are different honors you can receive in the business world. Some are given by peers, others based on data points such as size or growth. The BBB Winner of Distinction is one of the most satisfying to me, because it’s focused on the most critical part of a business—your relationship with your customers. Without that there literally is no business.”
As a firm, PARTNERSINWEALTH stands out by building a relationship with clients as their “PERSONALCFO.” According to Waters, it‘s an all-encompassing role.
“We don’t want to replace existing advisors a family is happy with. We don’t want to be just a new advisor, either. We want to be that most trusted, single point of contact on all financial matters. We want to oversee your family’s financial life with a 360-degree view that allows you to take control, be relaxed and reach your goals.”
For more information or assistance with your financial big picture, we invite you to get to know PARTNERSINWEALTH . Please contact Jim Waters, CFP at 713.964.4028 or firstname.lastname@example.org.