New Advice Fee Consent Rules – Will Your Clients Consent?

The new advice fee consent rules came into effect from 1 July 2021, but will your clients consent? The new rules require fee recipients to, inter alia, obtain written consent from clients before they can deduct fees from the client’s account, to set out the services...

Drive Stronger Relationships Using Client Experience

Research consistently shows that delivering great client experience drives stronger relationships and this leads to better business outcomes.  Have you ever thought about how your clients’ experiences of using services like Netflix, Apple, Amazon, and Facebook are...

Manage the Client Journey – Foundation Stage

Have you ever thought about how you can successfully manage the client journey from prospect through to an established client who regularly refers new business your way? Because the industry has been undergoing so much change these last few years, it’s natural to...

MyNextAdvice vs AdviserRatings: an AdviserRatings Alternative

This article provides a comparison of MyNextAdvice vs AdviserRatings to help you decide if MyNextAdvice is an AdviserRatings alternative. When putting together this comparison it was necessary to complete an in-depth analysis of data on the AdviserRatings...
Manage the Client Journey – Foundation Stage

Manage the Client Journey – Foundation Stage

Have you ever thought about how you can successfully manage the client journey from prospect through to an established client who regularly refers new business your way? Because the industry has been undergoing so much change these last few years, it’s natural to...

MyNextAdvice vs SurveyMonkey: SurveyMonkey Alternative

MyNextAdvice vs SurveyMonkey: SurveyMonkey Alternative

This article provides a comparison of MyNextAdvice vs SurveyMonkey to help you decide if MyNextAdvice is a SurveyMonkey alternative. SurveyMonkey has been around for some time. It is well-known as a survey platform, but it's also an omnibus service catering to a wide...

Adviser Ratings Sites Need To Be Treated With Caution

Adviser Ratings Sites Need To Be Treated With Caution

We were recently contacted by a financial adviser (let’s call him Dave). He wanted to get our opinion about whether to accept an invitation to participate in a online adviser ratings and review service. The service provider had urged him to ‘claim’ his profile...

Why Client Feedback Is a Gift

Why Client Feedback Is a Gift

Some advice practices already understand why client feedback is a gift, but many are yet to embrace it as a core element of their business. Let me explain. There are some clear signs that both the government and regulators have started to recognise the presence of...

Why Customer Feedback Is Your Best Friend

Why Customer Feedback Is Your Best Friend

Overall, the industry has achieved a great deal in the last 5 years and is now responsible for originating roughly 55 - 60% of all new mortgages in Australia. Clearly, consumers are voting with their feet but that doesn’t mean the industry is without actual or...

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