SEARCH

ipac takes out CoreData client acquisition award

AMP-aligned ipac Financial Planning has been named as CoreData Advisory Group of the Year, off the back of shadow shopping exercises that measured client acquisition ability.

Having surveyed 800 prospective financial advice clients, CoreData announced that ipac was found to be the “licensee with the strongest ability to acquire prospective clients” based on the ACQUIRE Index, which benchmarks "assurances, compliance, quality, understanding, intention, reaction and environment".

“ipac is very proud of the efforts of our exceptional advisers and support staff who care passionately about the difference we make to the lives of our clients,” said ipac managing director Tim Steele.

“It is a great honour for us to receive this award, and we see it as recognition of the work we have done to continue to evolve our advice process and invest in adviser training to improve the experience for clients seeking quality financial advice.”

Advertisement
Advertisement

Fortnum Financial Advisers and NAB/MLC-aligned Apogee Financial Planning received “highly commended” accolades, while Synchron and MLC/Garvan were “commended”.

Submissions for the ifa Excellence Awards are also now open to independent and non-institutional advice groups. To nominate please visit https://www.ifaawards.com.au

ipac takes out CoreData client acquisition award
default
ifa logo

The must-attend event for financial advisers is back in 2022: the ESG Summit, coming to Sydney and Melbourne in February. Walk away with vital knowledge on a number of key ESG areas to help you make informed ESG strategy decisions and to better communicate and integrate the growing ESG space to clients. Visit the website to secure your place.

Subscribe to the ifa bulletin

Receive daily online news,analysis, reports and business strategies
By signing up you agree to our Terms of Use and Privacy Policy

Website Notifications

Get notifications in real time and stay up to date with content that matters to you.