Polls Archive

Should you regularly review your clients' Death & TPD cover even if no significant changes have occurred?

  • Yes (50%)
  • It depends (32%)
  • No (17%)
  • Not sure (1%)

Start Date: July 13, 2021 @ 9:35 am
End Date: No Expiry

Can you produce and deliver a risk Statement of Advice in 60 minutes?

  • No (86%)
  • Yes (11%)
  • Not sure (3%)

Start Date: June 29, 2021 @ 6:15 pm
End Date: July 13, 2021 @ 9:40 am

The most likely short to medium-term future for my risk advice practice lies in:

  • Retaining my current personal advice proposition (40%)
  • Selling my book of business (28%)
  • Not sure (16%)
  • Remaining a consultant to my clients while 'outsourcing' the personal advice (7%)
  • Moving to a general advice-only model (6%)
  • Another scenario (3%)

Start Date: June 15, 2021 @ 3:48 pm
End Date: June 29, 2021 @ 6:20 pm

Will your advice business be undertaking a client satisfaction survey in the next 12 months?

  • No (64%)
  • Not sure (22%)
  • Yes (14%)

Start Date: June 1, 2021 @ 2:07 pm
End Date: June 15, 2021 @ 4:02 pm

Do you intend utilising external advice in the next 12 months to assist in further developing your business proposition and the value it delivers?

  • No (62%)
  • Yes (23%)
  • Not sure (15%)

Start Date: May 18, 2021 @ 7:40 pm
End Date: June 15, 2021 @ 4:03 pm