Both Barron’s and Mariner Wealth Advisors Place High Emphasis on Client Retention Rates

August 15, 2019

Managing director, Jana Shoulders, who has been ranked on the Barron’s Top 100 Women Advisors list the last two years, discusses how client retention rates play into not only the Barron’s ranking, but also our client first philosophy.

Barron’s Top 100 Women Advisors: Rankings are typically published in June of each year based on March 31st data, including 1- and 5-year periods. Jana Shoulders – ranking include 2019: #91; 2018: #78. Barron’s Top 1,200 Advisors: Advisors are ranked and organized on a state-by-state basis and rankings are typically published in March of each award year based on the previous year’s September 30th data, including 1- and 5-year periods. Jana Shoulders was ranked #5 in Oklahoma, in 2019. 

The rankings are based on data provided by individual advisors and their firms. Barron’s publishes rankings based on regulatory databases were used to cross-check the data provided. The formula Barron’s uses to rank advisors is proprietary, but the formula features three major categories of calculations: Assets, Revenue, and Quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The ranking is not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com. 

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