Which of these statements most closely reflects the value of the services you have received from BDMs during the Covid-19 pandemic?
- Service quality has fallen away (59%)
- About the same (22%)
- Generally better than it was before the pandemic (15%)
- Not sure (4%)
Start Date: July 7, 2020 @ 3:17 pm
End Date: July 28, 2020 @ 12:01 pm
End Date: July 28, 2020 @ 12:01 pm
Will the FASEA exam and education extensions have a positive impact on your plans for the future of your advice business?
- Yes (52%)
- No (40%)
- Not sure (8%)
Start Date: June 23, 2020 @ 11:17 am
End Date: August 25, 2020 @ 10:46 am
End Date: August 25, 2020 @ 10:46 am
Do you support the call for individual registration of financial advisers?
- Yes (60%)
- No (24%)
- Not sure (16%)
Start Date: June 8, 2020 @ 2:01 pm
End Date: June 23, 2020 @ 12:26 pm
End Date: June 23, 2020 @ 12:26 pm
Over the past few years who have you most relied on for offering support and advice around setting your pricing model?
- Myself (53%)
- My close peer group (23%)
- My licensee (10%)
- Other or N/A (6%)
- My clients (5%)
- My business coach (3%)
- My industry association (0%)
Start Date: May 26, 2020 @ 3:16 pm
End Date: June 9, 2020 @ 11:21 am
End Date: June 9, 2020 @ 11:21 am
Are you satisfied that the responses you are receiving from life companies are meeting your clients' needs during the pandemic crisis?
- No (60%)
- Yes (33%)
- Unsure (7%)
Start Date: May 8, 2020 @ 10:30 am
End Date: June 9, 2020 @ 11:22 am
End Date: June 9, 2020 @ 11:22 am