Client 1st Financial Named John Hancock Financial Network "Practice of the
Firm and CEO Recognized by Independent Panel for Excellence in Several Key
Areas of Practice Management and Client Service
BOSTON, Jan. 10, 2013
BOSTON, Jan. 10, 2013 /PRNewswire/ --Client 1^st Financial, LLC, a financial
services firm based in Fogelsville, PA, led by President & CEO Michael
Fischer, CLU, ChFC, CASL, was named by John Hancock Financial Network (JHFN)
as itsPractice of the Year for excellence in several key areas of practice
management and client service as judged by an independent panel of experts.
"Two things come to mind when I hear Michael Fischer say that his firm's top
priority is helping clients achieve the life, prosperity and legacy they
desire – one is that he really means it, and the second is that they're really
good at it," said Brian Heapps, president, JHFN. "I congratulate Michael and
would say that it's not a surprise that Client 1^st Financial has captured the
top spot in our independent review of practice management and client service."
As part of the selection process for the award, sponsored by National
Financial, the correspondent clearing business unit of Fidelity Investments,
Client 1^st Financial, an affiliate of Keystone Financial Management,
underwent a rigorous assessment conducted by international management
consulting firm Business Health, which reviewed client management, internal
planning and structure, external relations, staffing and technology
capabilities, and overall practice performance.
"In what was an extremely tight competition the external judging panel has
awarded the 2012 Practice Of The Year to Michael Fischer on behalf of Client
1^st Financial," said Rod Bertino, principal, Business Health Pty Ltd.
"Michael was a finalist in 2011 and using the insights gained through the
rigorous judging process last year has been able to take his business to the
Added Christopher Maryanopolis, president, Signator Investors Inc, JHFN's
broker dealer, "While all of our Practice of the Year finalists have been able
to grow their business in spite of the difficult external market conditions
recently, the principals of these practices have remained committed to their
client-centric business models and continued to invest heavily in developing
both the people and the processes that underpin their operations. I commend
Michael for leading our field and his firm's outstanding work."
"National Financial is proud to be a sponsor of the John Hancock Financial
Network Practice of the Year award," said Sanjiv Mirchandani, president of
National Financial®. "A competition that rewards excellence in practice
management and client service is recognizing the values that can help drive
the future of the advice business. We should all pay attention to leaders in
To be considered for Practice of the Year, JHFN's financial professionals and
advisors registered and completed Business Health's HealthCheck, a web-based
business assessment tool that benchmarks a practice in several areas. Among
all the HealthCheck submissions received, 5 semi-finalists were selected to
receive a site visit from Business Health. Business Health and a panel of
outside experts selected the winner.
About National Financial
John Hancock Financial Network's Practice of the Year Award is made possible
in part due to its relationship with National Financial®the correspondent
clearing business unit of Fidelity Investments®. National Financial, a
Fidelity Investments company, offers broker-dealer firms a comprehensive
clearing platform that includes a dedicated service model, a powerful global
trading platform, and a source of leading investment solutions, all designed
to help them grow confidently. A leading clearing provider in the U.S. for
over 30 years, National Financial leverages the strength, resources, and
experience of the Fidelity organization, one of the world's largest providers
of financial services. As of September 30, 2012, National Financial serves
nearly 270 broker-dealers representing nearly $425 billion in assets under
administration. For more information about National Financial, please visit
National Financial and Fidelity Investments are registered marks of FMR LLC.
About Client 1^st Financial
With over 24 years of experience in the financial services industry, Mike
Fischer has earned a reputation among his clients as someone who listens to
his clients and keeps their interests first. Joined by an experienced team of
six other professionals, Client 1^st Financial continues to separate itself
from the herd in the financial services industry by providing focused planning
services that provide straight forward answers in a fashion that's easy to
understand. Visit www.client1stfinancial.com.
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 John Hancock Financial Network
John Hancock Financial Network is a national network of independent firms with
approximately 1,900 financial professionals across the U.S. A leader with the
stability and scale to offer an innovative business model, John Hancock
Financial Network gives entrepreneurial financial professionals the power to
effectively build unique businesses, based on their own vision and market
opportunity. For more information on John Hancock Financial Network and its
national network of independent firms, visit
Securities and investment advisory services offered through Signator
Investors, Inc., member FINRA/SIPC, a registered investment advisor. 197
Clarendon St., Boston, MA 02116.
SOURCE John Hancock Financial Network
Contact: Melissa Berczuk, +1-617-663-4750, firstname.lastname@example.org
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