Should you regularly review your clients' Death & TPD cover even if no significant changes have occurred?
- Yes (50%)
- It depends (33%)
- No (17%)
- Not sure (0%)
Start Date: July 13, 2021 @ 9:35 am
End Date: August 3, 2021 @ 7:16 pm
End Date: August 3, 2021 @ 7:16 pm
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
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
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
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
End Date: June 15, 2021 @ 4:03 pm