{"id":11631,"date":"2011-08-03T01:00:21","date_gmt":"2011-08-02T15:00:21","guid":{"rendered":"https:\/\/riskinfo.com.au\/news\/?p=11631"},"modified":"2021-04-15T10:18:19","modified_gmt":"2021-04-15T00:18:19","slug":"top-ten-adviser-checklist-for-meeting-client-expectations","status":"publish","type":"post","link":"https:\/\/riskinfo.com.au\/news\/2011\/08\/03\/top-ten-adviser-checklist-for-meeting-client-expectations\/","title":{"rendered":"Top Ten Adviser Checklist for Meeting Client Expectations"},"content":{"rendered":"<p>Leading Minds Academy has challenged advisers to consider what will be required to meet their clients&#8217; expectations in a post FoFA world.<\/p>\n<p><!--more-->This challenge is based on a report\u00a0the Academy has\u00a0published that looks at the<a href=\"http:\/\/leadingmindsacademy.com\/2011\/07\/25\/top-ten-traits-of-financial-advisers\/\" target=\"_blank\" rel=\"noopener\"> Top Ten Traits of Financial Advisers<\/a>.\u00a0 While the report is from the United States, Leading Minds sees the client feedback as still offering useful information for advisers in the Australian market.<\/p>\n<p>Interestingly,\u00a0&#8216;technical knowledge&#8217; is the attribute that tops the list of what clients seek from their adviser, ahead of character traits such as trustworthiness and honesty.<\/p>\n<p>This feedback is based on a survey of 1,000 middle-class American clients of financial planners,\u00a0where\u00a0the top ten attributes these clients look for in their\u00a0advisers are:<\/p>\n<ol>\n<li>Technical knowledge (75%)<\/li>\n<li>Trustworthiness (74%)<\/li>\n<li>Honesty (70%)<\/li>\n<li>Many years of experience (59%)<\/li>\n<li>Willingness to listen (52%)<\/li>\n<li>Positive word of mouth referral (51%)<\/li>\n<li>Confidence (48%)<\/li>\n<li>Personal relationship with the adviser (46%)<\/li>\n<li>Understanding (44%)<\/li>\n<li>Patience (34%)<\/li>\n<\/ol>\n<p>The challenge to advisers by Leading Minds is to ask whether the adviser and his\/her team &#8216;measure up&#8217; to these attributes or whether there may exist a gap between what they are offering to the client and the services their clients expect from them, both now and post the implementation of the forthcoming FoFA reforms.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Leading Minds Academy has challenged advisers to consider what will be required to meet their clients&#8217; expectations in a post FoFA world.<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":{"0":"post-11631","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-general"},"_links":{"self":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/11631","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/comments?post=11631"}],"version-history":[{"count":0,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/11631\/revisions"}],"wp:attachment":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media?parent=11631"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/categories?post=11631"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/tags?post=11631"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}