Maple Grove financial firm’s web site receives national recognition.
On November 5th, a puzzled JRA Financial marketing team scurried around their web site analytics software to uncover where the all traffic was coming from – and why? There was a massive influx of visitors to JRAFinancial.com that the business was not expecting.
Unbeknownst to the 22 employees of JRA Financial, the independent financial firm’s web site had just become “the source” for thousands of Advisors.
Bob Veres released his compilation of “The Advisory Profession’s Best Web Sites,” and the Maple Grove firm’s website topped his list. Veres, the former editor of Financial Planning magazine and founder of the nationally-renowned Investment Insider master study group, had shared highlights of JRAFinancial.com with thousands of the country’s top producing Financial Advisors.
“When we redesigned our web site last winter, our hope was to create an online experience that conveyed the unwavering commitment we provide to clients in our office. We loved the true‐to‐JRA result, but never expected to receive national recognition… especially by someone as visible as Bob Veres. Advisors pay a lot of money to get his opinion. And, here, JRA is at the top of his list,” said Katherine Moss, President of JRA Financial, still somewhat taken back by the honor.
2013 has been an impressive year for the boutique‐style planning firm. A few weeks ago, Moss was selected as “Financial Advisor of the Year” from 1950+ registered representatives within Cetera Advisor Networks. The Minneapolis‐St. Paul Business Journal also recognized JRA Financial as a 2013 Top Wealth Manager firm, ranking in the Top 25 for assets under management as well as Top 5 for independent firms and Top 2 for firms run by women.
“We are proud of the culture we’ve created at JRA,” said Moss, “I truly don’t know of any other planning firm structured quite like ours. We have always believed our Pathway To Purpose™ model and tightly‐knit team have provided our clients an unequivocal experience, but it’s quite touching to be recognized on a larger scale.”
About JRA Financial –
JRA Financial is located in Maple Grove, MN and focuses on providing premiere financial planning services to individuals, families and businesses.
7373 Kirkwood Court, Suite 300
Maple Grove, MN 55369
Phone: 763-315-8000
JRAFinancial.com
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluations.
