Warren Bausert Receives Top Directors Award

Kehrer Bielan 2021 Top Directors Awards - Large Firms

Warren Bausert, CFP®, ChFC® and Partner & Director of Business Consulting at Financial Resources Group was recently recognized as a Top Director for large firms with 25-50 advisors by Kehrer Bielan Research and Consulting. The Kehrer Bielan 2021 Top Director Awards were organized into four categories:

  • Small Firms, with less than 7 advisors
  • Mid-size Firms, with 7 to 24 advisors
  • Large Firms, with 25 to 50 advisors
  • Mega Firms, with more than 50 advisors

Warren ranked among the top eight Directors in the Large Firms category for his work at Sterling National Bank. Directors were evaluated on more than 50 metrics that measured the success of the institution’s investment service business. Congrats Warren!

Picture of Financial Resources Group Marketing Department

Financial Resources Group Marketing Department

How Can We Help?

Why Work With FRG?

Want to see what we can do to help you grow your business? Contact us at our corporate office located in Fort Mill, SC. We look forward to hearing from you!

Related Posts

July Employee of the Month!

Financial Resources Group continues their Year of Celebration where each month an employee will be recognized for their outstanding efforts in their role at the firm. We are proud to

Read More »

Regional Meeting – Baltimore

Financial Resources Group hosted its second Regional Meeting for 2024 in Baltimore, MD, last week. The 2-day conference brought together financial advisors from banks, credit unions, and independent practices, creating

Read More »

June Employee of the Month!

Financial Resources Group continues their Year of Celebration where each month an employee will be recognized for their outstanding efforts in their role at the firm. We are proud to

Read More »
Scroll to Top