The Real Voices of Financial Advice Survey

FINANCIAL ADVISER

First Name *

Last Name *

Email *

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1. How would you describe the current state of the financial advice industry? *

Thriving

Stable but challenging

Under pressure

Heading in the wrong direction

Not sure

6. What’s one part of the profession that doesn’t get talked about enough? *

Adviser wellbeing

Fees and pricing pressure

Compliance workload

Recruitment and succession

The emotional side of the job

Other (please specify)

7. Which part of the advice process feels most outdated or inefficient? *

Fact-finding

Suitability reports

Provider paperwork

Platform tech

CRM or back-office systems

Other (please specify)

13. Would you be interested in finding out more about any of the services we offer? *

Paraplanning

Client Servicing & Admin

LOA Chasing & Checking

Cashflow Modelling

Social Media Management

Fluid (our case management system)

Thank you for answering the questions, please click the submit button below to complete the survey.

GOOD LUCK!

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