The real story about financial advice in Australia

I’d like to offer you an exclusive opportunity to find out exactly how your clients feel about the royal commission, adviser fees, the service you provide, the services they want you to provide, how often they’d like to hear from you and what, if any, educational content you should be providing them.

Momentum Intelligence, in partnership with ifa, is surveying adviser clients to produce an exclusive report that will form the basis for the agenda of our upcoming ifa Excellence Masterclass, a new event tied to ifa Excellence Awards. The premise is simple – we’re building a conference based completely off the feedback your clients provide.

I decided to launch this new initiative because I believe it will be of far more value to advisers than simply listening to hypothetical scenarios from so-called ‘experts’ about what you should be doing with your business and how you should be serving your clients. Why not just ask them?

As a result, I am asking for your help to send out the ifa Client Experience Survey to your clients so that we can gather some hard evidence about the value of financial advice in Australia, what clients really want and where the industry can improve.

We will provide each adviser with a unique link to send this survey to their clients. This way, you will be able to receive information from your own client base and their sentiment towards you and your business.

All advisers attending the ifa Excellence Masterclass later in the year will be given access to the survey results from their own clients, in addition to the full aggregated results of the report.

If this is something you are interested in, please REGISTER NOW to get started and receive your unique link.

We have also created a STEP-BY-STEP GUIDE TO SURVEY YOUR CUSTOMERS.

Thank you for your help with this important piece of research. I look forward to revealing the results later in the year.