Holistic Advice Firm of the Year

Category Description
This award recognises the company that can offer clients a multitude of advice services to look at overall financial wellbeing, such as investment/risk advice, SMSF, tax and accounting, legal and estate planning, mortgage and credit advice.

This is a company award open to any independent or non-aligned advice firm and is based on the period from 1 January 2016 to 31 December 2016.

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

  1. Highlight how you have structured your business and offering to offer a wider suite of financial services as well as any competitive advantages that have helped facilitate this. (300 words)
  2. Demonstrate the tactics, strategies and success in generating business across the areas you service (such as investment, risk advise, mortgage broking, accounting etc.), including conversion of existing clients to new offerings, generating repeat and referred business, or other marketing campaigns to win business. (300 words)
  3. Highlight innovation in your business and how that has helped facilitate expansion into other sectors. (300 words)
  4. Provide case studies or examples that showcase how you successfully deliver a number of services for clients, plus client satisfaction as a result of that. (300 words)
  5. 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. (300 words)

Metric

2015 (calendar year)

2016 (calendar year)

 Total number of clients serviced

 

 

 Total Funds Under Advice (FUA) ($)

 

 

 Total number of mortgages written (if relevant)

 

 

 Total volume of mortgages written ($) (if relevant)

 

 

 Percentage of revenue generated outside of financial advice (investment,  risk and superannuation)

 

 

 List other services provided (i.e. legal, conveyancing, mortgages, accounting,  SMSF administration, stock broking)

 

 

 Percentage of revenue that is recurring (%)

 

 

 Percentage of total income generated on a fee-for-service basis (%)

 

 

 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 group.

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Holistic Advice Firm of the Year
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