With the pandemic still dominating this period, many more advisers are now working remotely, testing platform digital capabilities, commitment to further invest in technology excellence, and flexibility of BDM and operational support teams to maintain service levels. Arguably, all of these factors are influencing adviser sentiment.
Whilst it's early days, netwealth is just nudging ahead of Hub24 in terms of Net Promoter Score, with those two platforms locking horns the last few years. The merger between BT Panorama and BT Wrap and the associated "transition" issues that occur with such big projects has slightly impacted BT Panorama's standing. The commentary and insights this year from advisers is extremely encouraging, far more detailed and allows platforms to more effectively pinpoint what's working and what's not.
Our annual survey provides all advisers and practice owners at the heart of our industry the chance to describe their experiences with industry service providers, financial products, fees, clients, and FASEA obligations. By completing the survey, and encouraging advisers within your network to complete the survey, you'll be helping to assemble the broadest possible picture of Australia’s Financial Advice Landscape and you'll receive:
- A report with unique results for their geographical region so you can see how you compare within your local community- where your clients live.
- The abridged version of the final Financial Advice Landscape report 2021, which highlights unique data and insights that can help you navigate the future.
- Entry into our $40,000 prize draw which includes an incredible marketing boost package to promote your practice and four fantastic getaways. (See prize details here)