JOYCE RANKS AS ONE OF THE TOP WOMEN WEALTH ADVISORS IN NEW YORK STATE
Forbes and SHOOK Research have announced the results of their 2023 Top Women Wealth Advisors Best-in-State Ranking and Frisch Financial Group’s Principal and Wealth Advisor, Joyce Streithorst, CFP®, MSFS, CDFA has been named to the New York State list! This marks the seventh time Forbes has highlighted her achievements among the elite ranks of New York’s wealth advisors.
In creating their annual ranking, Forbes and SHOOK Research set a high minimum threshold of accomplishments, recommendations, and experience that wealth advisors must meet before they can be eligible for further consideration to be included in this prestigious list. Researchers then conduct telephone, in-person and virtual surveys and interviews to evaluate service models, investing models and compliance records. Quantitative metrics such as client retention and assets under management (AUM) are also reviewed in seeking a well-rounded understanding of the wealth advisor and the approach they use to provide a high-quality experience for clients. SHOOK Research uses the gathered information to create rankings of “role models – advisors that are leading the way in offering best practices.”
Everyone at Frisch Financial is proud of Joyce and thrilled that she is receiving this well-deserved recognition!
Forbes and SHOOK Research’s Top Women Wealth Advisors selection methodology can be found here.