Methodology: Americas Top Financial Security Professionals 2025

Published: Thursday, July 10, 2025 at 1:45 pm

Forbes Unveils Ranking of Top Financial Security Professionals

Forbes is set to release its annual ranking of the Top Financial Security Professionals (FSPs) in the Americas. This list, compiled through extensive research by SHOOK Research, aims to identify professionals families can trust for wealth planning and protection, including insurance. The core philosophy behind the ranking is simple: Would the researchers recommend these professionals to their own family members or friends?

The ranking process involves both quantitative and qualitative assessments. Quantitative factors include commissions, production, premiums, death benefits, and assets under management. Client-related trends and data, such as persistency rates, are also considered. However, portfolio performance is not a factor due to the varying objectives and risk tolerances of clients.

Qualitative elements are a significant part of the evaluation. SHOOK Research conducts telephone and in-person interviews with FSPs to assess their practices and client approach. They look for professionals who demonstrate "best practices" and provide a comprehensive client experience, including service models, planning processes, and the breadth of services offered. Compliance records and team dynamics are also evaluated.

To be considered, FSPs must meet several basic requirements, including a minimum of seven years of experience, at least one year at their current firm, and a nomination from their firm. The focus is on professionals who primarily serve individuals, not institutions.

The ranking algorithm, developed by SHOOK Research, weighs both quantitative and qualitative data to compare the business practices of a large pool of FSPs. The algorithm considers factors such as best practices, business models, and recent business activity.

SHOOK Research does not receive any compensation for its rankings, ensuring an independent evaluation process. The research and rankings are intended to provide opinions, and individuals are encouraged to conduct their own due diligence when selecting an FSP.

BNN's Perspective:

This ranking provides a valuable service by offering a vetted list of financial professionals. The emphasis on both quantitative and qualitative factors, including client experience and ethical practices, is a responsible approach. While the ranking is a helpful starting point, individuals should always conduct their own research and ensure the chosen professional aligns with their specific financial needs and goals.

Keywords: Financial Security Professionals, FSPs, Forbes, SHOOK Research, Wealth Planning, Insurance, Ranking, Quantitative, Qualitative, Assets Under Management, Client Experience, Compliance, Best Practices, Financial Advisors

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