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!