Please join me in congratulating Randy Price – my partner, father, and good friend – for being named (again) as one of the top financial advisors in Texas. This award is a high honor and it reflects Randy’s continued commitment to putting the needs of our clients first. For the record, this is the 2nd time that Randy has received this award in the past 3 years. There were over 32,000 nominations for this award and Randy cracked the top 60 advisors in Texas!
I thought a little Q&A with Randy would be more fun than writing a few paragraphs about this recent Forbes award that Randy received.
Q: What does this award mean to you?
A: The award is very satisfying as it means we are doing the right things for clients. Ever since I started in this industry back in 1982, I made myself a promise that I would strive to do what is best for the client at all times.
Q: What is your favorite part of your job?
A: It might sound corny but I really love working with our outstanding team to help people. I really enjoy solving problems. Yes – we do holistic wealth planning and also manage investment portfolios for clients but… we are really “putting the pieces of the puzzle” together allowing our clients to see and understand the big picture. The special moment is when for the first time, our clients have comfort, clarity, and confidence about their personal finances.
Q: What is one of your favorite memories that you have over your tenured career?
A: It is hard to pick just one but one of my favorites (and maybe the funniest) has to be when I interviewed Tiffany 15+ years ago. I walked out of the interview thinking that there was no way she would ever want to work with me. And here we are a few decades later. She can easily finish my sentences and she listens closely to every conversation I have to make sure that I am not making a promise she cannot keep.
Also, having the opportunity to hire, train, and mentor my son, Matt, has been extremely gratifying and a dream come true. He has gone from a college kid to a trusted partner and talented advisor.
Q: How many years in a row have you sent out your family Christmas card to clients?
A: Great question. I am not really sure. We had one client call us last year and said she had every card that we sent since the mid-90’s so I guess about 25 years?
Once again, please join me in congratulating Randy for receiving this distinguished award!
About Forbes ranking of Best-In-State Wealth Advisors Data provided by SHOOKTM Research, LLC. Data as of 6/30/19. Source: Forbes.com (January, 2020). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 advisors nominated by their firms, 4,000 received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of an individual client's experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: www.SHOOKresearch.com.
Steward Partners Global Advisory, LLC and The Price Group maintain a separate professional business relationship with, and our registered professionals offer securities through, Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory, LLC.