Marco Lima, CFP®, CFO, Wealth Advisor at MRA Advisory Group has been named yet again to AdvisorHub’s RIA “Advisors to Watch” list.
Advisors are ranked on:
Scope of practice measured by assets, production and level of service
Growth of practice consisting of year over year growth in assets, households and production, and
Professionalism which includes regulatory record, community service and team diversity
The methodology AdvisorHub uses is: nominees were required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practive; 2) year-over-year growth; 3) Professionalism. Participation in this ranking is open to any firm or advisor and there are no fees for participation.
These 200 RIA advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.
While the ranking relies on practice data, what it ultimately measures is an advisor’s resilience and drive to succeed. We recognize advisors who are still winning business and growing, regardless of where they are in their career.
It’s effort and discipline in this business that matter most. You can work hard and smart or hard and stupid, and you can win either way. It’s hard work and diligence that create the habits, that drive the results, that create success.
Congratulations, Marco!
If you’d like to work with Marco, we offer complimentary 1st meetings with our advisors. Schedule a meeting below.