Contributed by: Lauren Adams, CFA®, CFP®
At The Center, we focus heavily on workplace culture to make our firm a wonderful place to work. We think happy employees translate into a better experience for our clients, and an award-winning workplace also allows us to attract top talent to our firm.
In November, InvestmentNews named us the #1 Best Place to Work for Financial Advisors in the USA for companies our size. This marks the seventh consecutive year we've won this national award and the first time we've taken home the top spot.
Then, in August, Crain's Detroit Business recognized us as a Best Place to Work in Southeast Michigan. This marks the 8th consecutive year that we have been named by Crain's as a "Best Place to Work," and the first year we've been recognized as the #1 employer in southeastern Michigan for companies our size (and #4 across all companies regardless of size). Our team was thrilled to accept our award in person at the celebration luncheon. Also, Partner Lauren Adams was invited to speak on a panel of winners, discussing how treating employees right is a win/win/win for our clients, team, and firm.
The Center's mission is to strive to improve lives through financial planning done right. It is our joy to do this work each day to improve the lives of our clients and our team.
Lauren Adams, CFA®, CFP®, is a Partner, CERTIFIED FINANCIAL PLANNER™ professional, and Director of Operations at Center for Financial Planning, Inc.® She works with clients and their families to achieve their financial planning goals.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
Center for Financial Planning, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.
Any opinions are those of Lauren Adams, CFA®, CFP® and not necessarily those of Raymond James.
Investment News “2024 Best Places to Work for Financial Advisors”. 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 8 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. A total of 75 employers won . The ranking is based on fiscal year 2023 and was released on 02/28/2024. The award is not representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. Investment News and/or Best Companies Group is not affiliated with Raymond James.
Crain's 2024 Detroit Business Best Places to Work in Southeast Michigan, developed by Best Companies Group, is based on evaluating employee surveys and the organizations benefits package. To be considered, the organization must: be a publicly or privately held business, be a for-profit, not-for-profit business or government entity, have a facility in Southeast Michigan, have at least 15 full or part-time employees working in Southeast Michigan, be in business for a minimum of one year, and pay a fee to be considered. 93 of the self-nominated applicants won the award. This ranking was released on 8/22/2024, This recognition is neither an evaluation of services offered, nor a ranking of the Center for Financial Planning associates as investment adviser representatives. This award is not representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's past or future performance. Crain's Detroit Business and/or Best Companies Group is not affiliated with Raymond James.