In an unprecedented year for participation, we extend our warmest gratitude to advisers and practice heads nationwide for contributing their valuable insights to our annual survey. Your honest feedback on financial products, services, fees, client interactions, and education has elevated the Financial Advice Landscape for 2024 survey to our most comprehensive effort yet, offering a detailed view of the industry's current state.
The insights you've shared are crucial to our ongoing advocacy efforts. We’re honoured and humbled to use our seat at the table with suppliers, regulators, and government to amplify the voice of Aussie advisers, hold suppliers accountable to create products that genuinely meet your needs, and influence policies for the betterment of our industry.
We’re excited to announce the winning advisers for this year’s survey prize draw, who exemplify the spirit of our advice community.
Stuart Bates of Lifelong Wealth in Bald Hills, Brisbane, Queensland, has claimed the grand prize, a Bespoke Marketing Momentum Package valued at $30k. Stuart expressed his enthusiasm and the very excited Lifelong Wealth team, “We are very excited to be winning this prize. It will be useful to see how we can improve our marketing strategy as a small business as we currently only rely on Google advertising and social media. We appreciate the win and are looking forward to learning more about how to grow our marketing campaigns. Thank you!”
We’ll fly Stuart and a colleague from Brissy to Sydney, where they will engage in a collaborative workshop with Pinstripe Media's highly skilled marketing and content strategy team. This unique opportunity aims to develop a comprehensive 6-week action plan tailored to their particular practice’s needs. In addition to this strategic planning session, Stuart will have the privilege of participating in a feature interview in the television studio, alongside one of the renowned anchors from ausbiz, further amplifying their project's reach and impact.
Debbie Hudson of Wealth Fusion in Parkside, South Australia, has won the $5,000 cash prize. Debbie shared, "When I completed the Adviser Ratings Survey back in January, I never expected to win anything. I complete these surveys because I believe providing frank and open feedback is crucial for building our community and having a voice. Having said that, I was extremely happy to receive the phone call; it has certainly made my week!"
Brad Atkinson of Pursue Wealth in South Melbourne is the winner of a lavish three-night stay in a beachfront apartment at the luxurious Seahaven Noosa Resort. “I've hopped onto the Adviser Ratings website to increase my client referrals and grow my network. It's been a huge help and a blast to pay it forward by filling out their surveys. Getting the prize for a getaway in Noosa is just awesome. I was over the moon when I got that call, and I'm looking forward to soaking up some Queensland sunshine. Count me in for staying engaged. Huge thanks, Adviser Ratings!”
Thank you to all our partners for their incredible ongoing support and the prizes they've provided for our Advice Landscape campaign.
We're eager to share the comprehensive insights from this year’s survey, and our data scientists are actively analysing the study's results. Our goal is to support advisers in excelling both locally and nationally with meaningful research that helps them understand the rapidly changing industry, collectively steering the industry's future.
All survey participants can expect their tailored regional reports by mid-May, when we'll also release the full Australian Financial Advice Landscape Report 2024 to the market. Stay tuned for these updates.
Article by:
Comments0