What do your clients really want?

ifa readers have a unique opportunity to collaborate with an exclusive research report by Momentum Intelligence identifying exactly what their clients want from a financial adviser.

There have been far too many generalisations when it comes to the financial advice industry and how it is perceived. Now is the time to find out exactly how Australians feel about the financial advice they receive, how they view their adviser and how the industry can improve as it becomes a profession.

Later this year we will be launching the ifa Excellence Masterclass, a one-day event built on the findings of our Client Experience Survey, which aims to identify exactly what clients want out of their relationship with an adviser.

The Client Experience Survey will be powered by Momentum Intelligence, which produced the Consumer Access to Mortgages report earlier this year. That report highlighted the detrimental impact that removing commissions would have on the Australian mortgage broking sector and has become instrumental in the broking industry’s efforts to lobby government following the release of the royal commission final report.


We would like to extend this opportunity to the advice sector and our highly valued ifa readers by requesting you pass on the soon-to-be launched ifa Client Experience Survey to your clients.

The survey will be available for you to share later this week. Its findings, to be released exclusively at the ifa Excellence Masterclass later in the year, will identify:

• How clients are engaged by their adviser
• How clients would like to be engaged
• How clients receive general market information
• How they would like to receive general market information
• How clients receive specific advice
• How they would like to receive specific advice
• How much clients pay in advice fees annually
• How much they would be willing to pay
• What services their adviser offers
• What services they’d like their adviser to offer
• Whether they trust their adviser or not
• If they are in a better financial position after using an adviser
• If they have referred their adviser
• If they would refer their adviser
• If they are looking to switch adviser
• How much they value independence in their adviser

We are also welcoming suggestions from advisers. If you have any questions that you would like to ask, please leave them in the comments section of this article or email me directly at [email protected]

The results of this survey will form a powerful, research-based report into the relationship Australians have with their advisers and the true value of financial advice.

The survey is also an excellent opportunity to engage with your clients and show your support. More information about the best way to share this survey will be released this week.

Let us know, here, if you'd share the client survey


What do your clients really want?
James Mitchell
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