Goals-Based Adviser of the Year

Category Description

This award recognises a provider of financial advice that is centred on client goals or objectives and can demonstrate a focus on client behavioural and wellbeing outcomes beyond investment management performance and financial returns.

This is an individual award open to any independent or non-aligned financial adviser and is based on the period from 1 January 2016 to 31 December 2016.

NB: Applicant must appear on ASIC Financial Advisers Register.

Assessment Criteria
Submissions will be judged on their responses to the following:

  1. Highlight how you have structured your business and offering to service the lifestyle, goals and objectives of clients. For example, business resourcing, professional development, knowledge expansion.
  2. Demonstrate the tactics, strategies and success in generating business from this market segment – including conversion of existing clients, generating repeat and referred business, or other marketing campaigns to win business.
  3. Provide case studies or examples that showcase how you cater to the goals and objectives of clients and how that influences business success.
  4. Evidence any financial or business metrics and/or statements with supporting documentation, including audited statements, third party independent data reports or client/partner endorsements and testimonials.

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Goals-Based Adviser of the Year
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