McAdam Wins a 2018 Stevie® "Customer Service Department of the Year" Award

Advisor Driven Client Service

PHILADELPHIA, June 04, 2018 (GLOBE NEWSWIRE) -- McAdam, a financial services firm headquartered in Philadelphia, received a Bronze Stevie® Award for the 2018 “Customer Service Department of the Year.”  This year is the 12th annual Stevie Awards for Sales & Customer Service and McAdam’s first Stevie Award.   

McAdam financial advisors emphasize planning centric client service models which, experience has shown the firm, positively contributes to client satisfaction.  By focusing both clients and advisors around clear goals and priorities, advice is custom tailored to client needs and progress is documented through the comprehensive financial planning process.  Many clients prefer the personalized service that comes with the dedicated advisor model and appreciate having a single point of contact over competing approaches.  Performing client service provides advisors an opportunity to deepen their knowledge of the client and strengthen the relationship, creating mutual alignment.  McAdam has a strong back-office, built and tightly integrated to support the needs of both advisors and clients.  The formal Training and Mentorship program plays a critical role in preparing advisors to provide a high standard of excellence in client service. 

“It is gratifying for our firm that the quality of service provided by our advisors and staff, work we see firsthand every day, has been recognized by the Stevie Awards for Sales & Customer Service.  Client satisfaction and retention are a must in order to sustain growth in our industry and our advisors are keenly aware of this,” stated Michael McAdam, Chief Executive Officer.

The awards were presented to honorees during a gala banquet on Friday, February 23 at Caesars Palace in Las Vegas, NV.  More than 600 executives from the U.S.A. and several other nations attended.  More than 2,500 nominations from organizations of all sizes and in virtually every industry were evaluated in this year’s competition. Winners were determined by the average scores of more than 150 professionals worldwide in seven specialized judging committees.

“All of our Stevie Award winners should be proud of their achievements.  Independent professionals around the world have agreed that their accomplishments are worthy of our public recognition,” said Stevie Awards president Michael Gallagher.

To speak with one of the financial advisors whose commitment to client service won McAdam the award, please reach out to an advisor directly or you can get connected by going to:

About McAdam LLC.
McAdam is an independent financial advisory firm with a nationwide network of hundreds of advisors operating out of five offices in Philadelphia, Chicago, Boston, Tysons Corner and Central New Jersey. McAdam has developed an intelligent advisory model known as its Advanced Advisory ModelTM. This model integrates all three areas of financial planning: the financial, the personal—and the professional, to help McAdam’s clients achieve their goals. With the firm’s advanced knowledge and experience they help professionals make informed decisions and provide a new level of clarity and control. 

About the Stevie Awards
The Stevie Awards for Sales & Customer Service are the world’s top honors for customer service, contact center, business development and sales professionals.  The Stevie Awards organizes seven of the world’s leading business awards programs, also including the prestigious American Business AwardsSM  and International Business Awards®.   Stevie Awards are conferred in seven programs: the Asia-Pacific Stevie Awards, the German Stevie Awards, The American Business Awards, The International Business Awards®, the Stevie Awards for Great Employers, the Stevie Awards for Women in Business and the Stevie Awards for Sales & Customer Service. Stevie Awards competitions receive more than 10,000 entries each year from organizations in more than 60 nations. Honoring organizations of all types and sizes and the people behind them, the Stevies recognize outstanding performances in the workplace worldwide. Learn more about the Stevie Awards at

Important Disclosures

The Stevie Award for Customer Service Department of the Year was in the Financial Services category for firms with less than 100 employees. Stevie Awards distributes awards annually based on company submissions to be considered for such awards.  Stevie Awards is not affiliated with McAdam, LLC. Stevie Awards for Sales & Customer Service is not based upon information or opinions of participating Registered Investment Advisers’ (“RIA’s”) clients.  Therefore, this award is not representative of any participating RIA’s clients’ experiences.  McAdam, LLC nor their employees pay a fee to Stevie in exchange for recognition as a Stevie Award winner for Sales & Customer Service.

Stevie Awards for Sales & Customer Service is absolutely not indicative of McAdam’s future performance, or any future performance pertaining to its clients’ investments; should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if McAdam is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of McAdam by any of its clients. 

Kevin McAdam
(203) 912-2779