An exclusive survey has revealed that Australian advice clients find loyalty, engagement and education to be the major issues in financial advice practices.
The survey, undertaken by Momentum Intelligence, surveyed over 1,000 ifa clients to find out what they are saying about the services provided to them.
The research will be unveiled exclusively for attendees at the free ifa Client Experience Workshop to be hosted in September.
Each session at this half-day event will reveal critical findings about the experience and deliver practical actions that advisers can take to provide better client outcomes.
The 6 September event is a chance to understand what is driving client attitudes and to identify new markets by understanding the attitudes of non-adviser Australians.
CPD points are available for attendance as you aid your career development with interactive and practical learning opportunities.
The event is followed by the ifa Excellence Awards, which is an unparalleled opportunity to be recognised at a local, state and national level.
To secure your free ticket to the ifa Client Experience Workshop, click here.
To learn more about the workshop, click here.
Eliot Hastie is a journalist at Momentum Media, writing primarily for its wealth and financial services platforms.
Eliot joined the team in 2018 having previously written on Real Estate Business with Momentum Media as well.
Eliot graduated from the University of Westminster, UK with a Bachelor of Arts (Journalism).
You can email him on: [email protected]
Companies, investors and other stakeholders have been urged to provide feedback on draft sustainability reporting standards.
The corporate regulator said the adviser failed to prioritise his clients’ interests over his own.
Registrations have opened for the New Broker Academy, a free event set to help financial advisers who want to switch to a career in mortgage and finan...
Get the latest news! Subscribe to the ifa bulletin
Get notifications in real time and stay up to date with content that matters to you.