Scott Sorrell of Capitol Financial Solutions of Raleigh
Named Finalist in Signator Investors’ “Practice of the Year”
Practice Recognized for Excellence in Management and Client Service
As Reviewed by Independent International Management Consulting Firm
BOSTON, MA, (December 11, 2017) —Scott Sorrell, CLU, ChFC, CFP, AIF, RICP, CASL, CLTC, of Capitol Financial Solutions of Raleigh, was named as a finalist in Signator Investors, Inc.’s “Practice of the Year” competition, sponsored by Fidelity Clearing & Custody Solutions. His financial services practice was recognized for its excellence in key areas of practice management, client service, and overall practice performance.
As part of the finalist selection process, his business underwent a rigorous assessment, conducted by the international management consulting firm Business Health, which reviewed client service, internal planning and structure, external relations, staffing and technology capabilities, and overall practice performance.
“We are pleased to include Scott’s practice at Capitol Financial Solutions among our very best,” said Matthew Rigatti, vice president, Sales and Field Resources. “We are excited to see him recognized for the dedication he’s shown to excellence in the stewardship of his clients’ assets, and are honored to have him be part of our network.”
In order to be considered, Signator’s financial advisors must apply and complete Business Health’s HealthCheck, a web-based business assessment tool that benchmarks a practice in numerous areas. Among all HealthChecks received, the 5 finalists selected will each have a site audit of their practice from Business Health. Business Health and a panel of outside financial industry experts then review the audit results and a winner is chosen. The winner will be announced in January 2018.
About Business Health
Business Health is an international consulting firm specializing in the financial services industry. Business Health has developed and marketed a suite of unique and exclusive business diagnostic tools which are supported by a range of specialized consultancy services.
About Fidelity Clearing & Custody Solutions
Fidelity Clearing & Custody Solutions℠ provides a comprehensive clearing and custody platform, brokerage services, trading capabilities and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks and insurance companies. Fidelity Clearing & Custody Solutions’ goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, exceptional people and transformative technology.
Fidelity Clearing & Custody Solutions ("Fidelity") is an independent company, unaffiliated with John Hancock Financial Network, Edelman Wealth Management Group and Business Health. The information and opinions expressed herein are solely those of the author and in no way represent the advice, opinions, or recommendations of Fidelity. There is no form of legal partnership, agency affiliation, or similar relationship between Fidelity and the third party companies referenced in this announcement, nor is such a relationship created or implied by the information found herein. Fidelity has not been involved with the preparation of the content supplied herein and does not guarantee or assume any responsibility for its content. Fidelity Clearing & Custody Solutions and Fidelity Investments are registered service marks of FMR LLC.