The FAAA has launched an upgraded Find a Planner tool to help its members connect with potential clients.
The association says the new Find a Planner has an improved user interface and enhanced profile pages to better match financial advisers with consumers. Its members will be able to take advantage of greater personalisation options for their profiles to better illustrate their points of difference.
New features include allowing consumers more options to filter their search, including by:
- Credentials
- Areas of specialisation and focus
- Languages spoken
- Gender
- Years of experience
There’s also a keyword search that will pick up any words used in the member’s profile.
The FAAA says its members can update their profiles to include details such as the starting rates for fees and whether they offer virtual or face-to-face meetings. There’s also a ‘quick links’ section for access to social media profiles, their FAR profile or Adviser Ratings’ profile.
Tania Milnes, FAAA’s general manager membership, says this is the final step in the FAAA’s digital transformation, which also includes a redesign of the Money & Life website, now purely a consumer-hub focused on financial wellbeing and giving members the opportunity to contribute their expertise and knowledge.
“Our members have told us that greater engagement with consumers was something they would like to see from the FAAA. The relaunch of the Find a Planner tool, and revamped Money & Life website including a monthly newsletter, are key elements of this focus.”
A marketing campaign to encourage consumers to visit the Find a Planner resource will start later this year.
