Now is your chance to join Advisers across Australia who are tapping out their responses and telling us exactly what they think. It’s your opportunity to review your experiences with industry service providers, financial products, fees, clients, and FASEA obligations.
A sustainable advice industry that is around long-term to help this growing universe of customers, needs businesses like yours to prosper - so for completing the Financial Advice Landscape 2020 survey, we are sharing the findings with you- the advisers and practice owners at the heart of our industry. You can learn about your competition in your surrounding area, relevant local intelligence and more when we provide you with an abridged version of the report with specific results for your geographical region….PLUS you will go into this year’s massive $30,000 dollar prize pool.
In this first week, we have received a wide range of responses according to the graph below.
We've also received some great anecdotal feedback from advisers and practice heads including the following:
“This is a great platform overall, it only has two shortfalls, the ability to automatically reinvest funds and not cost-effective for more than one account when comparing against peers.”
-Adviser on Platform Reviews
"Great BDM, however, alone is not enough to deal with its shortcomings which are - not competitive for IP policies, completion of admin tasks below expectation and no dedicated underwriter"
-Adviser on Insurer reviews
Your Adviser Dashboard is the best place to have your say and contribute to these reviews.
Or you can start the Survey HERE and enter the $30,000 pool of amazing prizes.