This award recognises the dealer group that has most effectively driven business growth during 2016 utilising a range of business development principles and tactics.
Based on business growth metrics as well as support and servicing, this award considers the activities, strategies and actions of the group in terms of adviser recruitment and retention, as well as the success of individual advisers in supporting the corporate’s overall growth and development. It also recognises strong progress over the past 12 months in terms of funds under advice (FUA).
This is a company award that is open to non-institutional and independent dealer groups i.e. AFSL holders that authorise other third party financial advice providers, and is based on the period from 1 January 2016 to 31 December 2016.
Submissions will be judged on their responses to the following:
|Metric||2015 (calendar year)||2016 (calendar year)|
|Total number of advisers/authorised representatives|
|Total number of new advisers/authorised representatives recruited|
|Total Funds Under Advice (FUA) ($)|
|Group Net Profit After Tax as a percentage (%)|
|Total number of full-time staff across group (including executives, advisers, authorised representatives and all corporate and office administrative staff)|
Net Promoter Score (NPS) (optional)Recommended template for those who are looking to obtain a NPS: https://www.surveymonkey.com/mp/net-promoter- score-survey- template/
NOTE: THIS IS A COMPANY AWARD. All figures must reflect the activities and efforts directly associated with your firm.
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