What would you like to see from providers? We're looking for examples of great support and your ideas on gaps in support. Completely confidential as always. Chance to win £200 in Amazon Vouchers. Survey

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1. How many advisers does your firm have ? (Required.)

1-10

11 and more

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2. Which of the following do you agree with the most? (Required.)

Overall I get the right support from providers

Some providers are great - most are not

I don't see providers as supportive - all I need is competent service, decent products, pricing and performance

There are areas where I need support but providers rarely provide it

None of the above

Any other comments here?

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3. Thinking of the various types of provider events. Which areas are most of interest over the next twelve months? Can you rank them 1st to 10th? (Required.)

Alternative investments - tax efficient solutions etc

Retirement Planning

Protection

Solution based - MPS etc

Vulnerable clients

Sustainable investments

Estate Planning

Investment markets

Equity Release/ lifetime mortgages

Intergen advice

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4. Thinking about client communications from providers - how do you react to these statements? (Required.)

	Strongly agree	Agree	Neither agree nor disagree	Disagree	Strongly disagree
Providers don't know my clients so I don't encourage them communicating with my clients	Providers don't know my clients so I don't encourage them communicating with my clients Strongly agree	Providers don't know my clients so I don't encourage them communicating with my clients Agree	Providers don't know my clients so I don't encourage them communicating with my clients Neither agree nor disagree	Providers don't know my clients so I don't encourage them communicating with my clients Disagree	Providers don't know my clients so I don't encourage them communicating with my clients Strongly disagree
Provider client communications are essentially regulatory requirements -- too complex for most clients	Provider client communications are essentially regulatory requirements -- too complex for most clients Strongly agree	Provider client communications are essentially regulatory requirements -- too complex for most clients Agree	Provider client communications are essentially regulatory requirements -- too complex for most clients Neither agree nor disagree	Provider client communications are essentially regulatory requirements -- too complex for most clients Disagree	Provider client communications are essentially regulatory requirements -- too complex for most clients Strongly disagree
I'd like to see simpler pre and post meet client material produced by providers	I'd like to see simpler pre and post meet client material produced by providers Strongly agree	I'd like to see simpler pre and post meet client material produced by providers Agree	I'd like to see simpler pre and post meet client material produced by providers Neither agree nor disagree	I'd like to see simpler pre and post meet client material produced by providers Disagree	I'd like to see simpler pre and post meet client material produced by providers Strongly disagree
Where we need client marketing material we produce it ourselves or through an agency	Where we need client marketing material we produce it ourselves or through an agency Strongly agree	Where we need client marketing material we produce it ourselves or through an agency Agree	Where we need client marketing material we produce it ourselves or through an agency Neither agree nor disagree	Where we need client marketing material we produce it ourselves or through an agency Disagree	Where we need client marketing material we produce it ourselves or through an agency Strongly disagree
I'd like to see video based client communication - something clients might actually take notice of	I'd like to see video based client communication - something clients might actually take notice of Strongly agree	I'd like to see video based client communication - something clients might actually take notice of Agree	I'd like to see video based client communication - something clients might actually take notice of Neither agree nor disagree	I'd like to see video based client communication - something clients might actually take notice of Disagree	I'd like to see video based client communication - something clients might actually take notice of Strongly disagree

Any other comment on client communications?

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5. Thinking of technical telephone support to help with individual client cases. Which of these do you agree with? (Required.)

It's very important to me - and some providers are excellent in this area

It's very important to me - and the level of support has declined over the years

We can usually deal with technical issues in house

We use a specialist technical support firm

Other (please specify)

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6. How easy is it for you to find provider product or investment information? Tick the answer you most agree with (Required.)

Very easy

Easy

Somewhat easy

Neither easy nor difficult

Somewhat difficult

Difficult

Very difficult

Other (please specify)

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7. Thinking of events what's your preferred approach? (Required.)

In person

Webinar

Don't really attend events - online or otherwise

Could you say why?

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8. Can you nominate the most useful in person events you've been to in the last 12 months ( state up to three ) (Required.)

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9. Can you nominate the most useful on line events you've attended in the last 12 months? please state up to three (Required.)

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10. Can you nominate the provider who offers you the best overall support? Please state up to three - and tell us briefly why they get your nomination (Required.)

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11. Thinking of business development - can you nominate stand out initiatives from providers ( up to three ) (Required.)

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12. Again on business development - can you tell us of an initiative in your own business in the last 12 months - anything that's really made a difference? (Required.)

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13. Now lets look at the negative side of things - can you give us an example of provider failures? What is it that they really don't do well?

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14. So we can send you our report on this research and enter you in our prize draw to win £200 in Amazon Vouchers please state your name and business email.

Question Title

* 1. How many advisers does your firm have ? (Required.)

Question Title

* 2. Which of the following do you agree with the most? (Required.)

Question Title

* 3. Thinking of the various types of provider events. Which areas are most of interest over the next twelve months? Can you rank them 1st to 10th? (Required.)

Question Title

* 4. Thinking about client communications from providers - how do you react to these statements? (Required.)

Question Title

* 5. Thinking of technical telephone support to help with individual client cases. Which of these do you agree with? (Required.)

Question Title

* 6. How easy is it for you to find provider product or investment information? Tick the answer you most agree with (Required.)

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* 7. Thinking of events what's your preferred approach? (Required.)

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* 8. Can you nominate the most useful in person events you've been to in the last 12 months ( state up to three ) (Required.)

Question Title

* 9. Can you nominate the most useful on line events you've attended in the last 12 months? please state up to three (Required.)

Question Title

* 10. Can you nominate the provider who offers you the best overall support? Please state up to three - and tell us briefly why they get your nomination (Required.)

Question Title

* 11. Thinking of business development - can you nominate stand out initiatives from providers ( up to three ) (Required.)

Question Title

* 12. Again on business development - can you tell us of an initiative in your own business in the last 12 months - anything that's really made a difference? (Required.)

Question Title

* 13. Now lets look at the negative side of things - can you give us an example of provider failures? What is it that they really don't do well?

Question Title

* 14. So we can send you our report on this research and enter you in our prize draw to win £200 in Amazon Vouchers please state your name and business email.

1. How many advisers does your firm have ? (Required.)

2. Which of the following do you agree with the most? (Required.)

3. Thinking of the various types of provider events. Which areas are most of interest over the next twelve months? Can you rank them 1st to 10th? (Required.)

4. Thinking about client communications from providers - how do you react to these statements? (Required.)

5. Thinking of technical telephone support to help with individual client cases. Which of these do you agree with? (Required.)

6. How easy is it for you to find provider product or investment information? Tick the answer you most agree with (Required.)

7. Thinking of events what's your preferred approach? (Required.)

8. Can you nominate the most useful in person events you've been to in the last 12 months ( state up to three ) (Required.)

9. Can you nominate the most useful on line events you've attended in the last 12 months? please state up to three (Required.)

10. Can you nominate the provider who offers you the best overall support? Please state up to three - and tell us briefly why they get your nomination (Required.)

11. Thinking of business development - can you nominate stand out initiatives from providers ( up to three ) (Required.)

12. Again on business development - can you tell us of an initiative in your own business in the last 12 months - anything that's really made a difference? (Required.)

13. Now lets look at the negative side of things - can you give us an example of provider failures? What is it that they really don't do well?

14. So we can send you our report on this research and enter you in our prize draw to win £200 in Amazon Vouchers please state your name and business email.