Jim Hebets, CEO and Founder of The Hebets Company, has been recognized with two prestigious rankings in the recently published 2024 America’s Top Financial Security Professionals from Forbes and SHOOK Research. Hebets earned the #3 Top Financial Security Professional spot nationally and was named #1 Best-in-State in Arizona from a list of more than 45,000 nominees.
“Jim’s exceptional work ethic and commitment to excellence have shone brightly throughout our tenure working together,” said Peter Chung, Managing Director of PartnersFinancial, an NFP (National Financial Partners) company. “Being recognized by Forbes as the #3 financial security professional nationally and #1 in Arizona is a well-deserved honor. Jim stands as a beacon of the values shared by The Hebets Company and PartnersFinancial, consistently putting people at the center of his work. His dedication to building genuine connections and upholding his principles is inspiring and demonstrates his outstanding leadership.”
The Hebets Company, an NFP Company, is a network of consultative advisors creating strategies to manage risk, workforce needs, wealth management, and retirement challenges. Hebets founded The Hebets Company in 1969 with the goal of providing clients with bespoke wealth creation and preservation solutions that went beyond the traditional individual product approach. Instead, the company created a proprietary “wealth center” approach incorporating a multi-disciplined planning process capable of providing value at the institutional level through sophisticated, customizable solutions. Solutions include executive compensation and fringe benefits, business valuation and succession planning, estate planning, wealth creation, and preservation. This model of capability sets inevitably created a unique value proposition for the distinguished families, savvy entrepreneurs, and high-impact executives they serve. To read the news release, visit Business Insider: Jim Hebets, Top Honors on Forbes’.
The Forbes list is based on a rigorous methodology conducted by SHOOK Research, which focused on one central question: “Would we recommend these professionals to a family member or a friend?” Unlike traditional rankings based solely on financial metrics, SHOOK’s methodology emphasizes the quality of client relationships, trustworthiness, and integrity. To determine the top financial security professionals, SHOOK evaluated professionals based on both quantitative data, such as production premiums and persistency rates, as well as qualitative factors, including client interactions and personal interviews. To date, SHOOK has evaluated more than 17,011 professionals for consideration in its rankings published by Forbes, from which the ranked Financial Security Professionals were considered. These advisors were filtered down from over 45,370 nominations based on SHOOK’s high quantitative and qualitative thresholds. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Kestra IS or Kestra AS are not affiliated with Forbes or SHOOK research.
For further information on methodology, see: https://www.forbes.com/sites/rjshook/2024/07/10/methodology-americas-top-financial-security-professionals-2024/