Business briefs: Carrier & Varty wins client service award, Mike Ring earns two more real estate designations
Carrier & Varty, a private wealth advisory practice of Ameriprise Financial Services, has earned the 2020 Ameriprise Client Experience Award, and Mike Ring, of Counselor Realty, has added two more designations in real estate related to luxury homes and senior buyers and sellers.
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Carrier & Varty wins Ameriprise Client Experience Award
Carrier & Varty, a private wealth advisory practice of
Kelly Arthur, Matt Carrier, Kelsey Varty and Savanna Paddock, of Carrier & Varty in Detroit Lakes. (Submitted Photo)
This award was given to Carrier & Varty because of their ability to consistently deliver personalized, goal-based advice and exceptional client service. Award recipients earned an overall client satisfaction rating equal to or greater than 4.9 out of 5.0 and maintained stellar business results. The award represents an elite group o
A Detroit Lakes financial advisor recently obtained her BFA from Kaplan University and think2perform. 4:55 pm, Dec. 22, 2020 ×
Financial advisor Kelsey Varty of Carrier & Varty, Detroit Lakes, recently obtained a Behavioral Financial Advisor (BFA) professional designation from Kaplan University and think2perform. (Submitted photo) Kelsey P. Varty, a financial advisor with Carrier & Varty, Detroit Lakes a private wealth advisory practice of Ameriprise Financial Services, LLC recently obtained a Behavioral Financial Advisor (BFA) professional designation from Kaplan University and think2perform.
Varty successfully completed the rigorous requirements, including training and an examination, teaching ways to mentor clients in their financial decisions and increase the value provided in a holistic advice relationship. The program emphasizes how financial decisions are influenced by psychology and neuroscience.