Research Shows...
There's a Big Problem Brewing.
The Financial Advice World is Changing. Fast.
Surveys with over 5,000 financial planners show there are THREE major challenges they face right now:
- Finding ways to demonstrate REAL and LASTING value to their clients
- Justifying their initial and ongoing fees to increasingly savvy clients
- Increasing competition from other advisors and low cost online DIY solutions
How do you measure up?
Take the FREE Test
Why You Should Take the Test...
The pandemic has caused a fundamental shift in people’s attitude toward their finances and how these can best serve them.
Financial advisors across the planet are faced with clients redefining what’s important to them. As these clients weigh up what they value most in life they are keen to work with financial professionals who can add REAL value to their life not simply charge them for their investment portfolio.
This is an opportunity for those financial planners who can connect with clients about what matters most.
If you want to demonstrate more value, earn bigger fees, secure more clients, keep them longer and have them refer you more often you need to have what it takes.
Learn how you measure up with our proven assessment. This FREE assessment takes less than 3 minutes to complete and will provide you with valuable insight and guidance on how to prepare for the new landscape of financial planning.
See How You Measure Up