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!

Jenny Franchi, Senior Marketing Account Manager

Jenny Franchi, Senior Marketing Account Manager

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

Celebrating Focus in the Mile High City

Members of Financial Resources Group attended LPL Financial’s annual flagship conference, Focus, July 24-27. The event was held at the Colorado Convention Center in Denver, Colorado. Approximately 5,000 financial professionals

Read More »

A Night at Top Golf!

Financial Resources Group held a fun-filled evening of games, good food and team bonding at Top Golf on July 22nd. Three teams competed and the highest scoring golfers were Steve

Read More »
Scroll to Top