The Financial Advice Association has launched an upgraded ‘Find a Planner’ tool to help its members connect with potential clients and grow their businesses.
New features include allowing consumers more options to filter their search, including by credentials, areas of specialisation and focus, languages spoken, gender, and years of experience. There is also a keyword search that will pick up any words used in the member’s profile.
Members can now update their profiles to include details such as the starting rates for fees and whether they offer virtual or face-to-face meetings. There is also a “quick links” section for access to social media profiles, their ASIC Financial Adviser Register profile or Adviser Ratings profile.
The FAAA will also be undertaking a marketing campaign to encourage consumers to visit the Find a Planner resource, which will start later in the year.
Leave a Comment
You must be logged in to post a comment.