Goals-Based Adviser of the Year
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.
Submissions will be judged on their responses to the following:
- 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.
- 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.
- Provide case studies or examples that showcase how you cater to the goals and objectives of clients and how that influences business success.
- 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.
Lodging your submission
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