Leading research firm CoreData’s annual Licensee of the Year research is now in the field, and Professional Planner readers are invited to take part in the 2014 research.
The research aims to assess how well dealer groups across the industry meet the needs of financial planners, risk advisers, practice principals and paraplanners within their networks.
The results of the 2014 survey will be published on the June edition of Professional Planner magazine and online. The results are used by licensees to improve their offers and to ensure they continue to meet financial planners’ evolving needs.
The research assesses planners’ satisfaction with their own licensees, as well as perceptions of other licensees, and so the results provide financial planners with an invaluable insight into how their licensee compares to others – where their licensee’s offer is comparatively strong, and where it might be lagging.
In 2013 Charter Financial Planning achieved the highest overall satisfaction rating, ahead of Fortnum Financial Advisers and Commonwealth Financial Planning (CFPL). Charter received the highest ratings for marketing support and communications, compliance support and acquisition and succession planning.
Fortum topped the ratings for education, business planning and research. And CFPL received the top satisfaction rating for its paraplanning service.
AMP Financial Planning received a top satisfaction rating for technical services (and was ranked fourth for overall satisfaction), while Professional Investment services had the top satisfaction rating for remuneration (and was rated ninth for overall satisfaction).
CoreData’s head of financial services, Kristen Turnbull, says participants in the research will receive an individualised report, benchmarking them against their peers; and all completed surveys will go into the draw for an iPad Air (Wi-Fi + cellular 16Gb) valued at $749.
The survey generally takes about 15 minutes to complete.
Leave a Comment
You must be logged in to post a comment.