Webinar 2: Improving Client Engagement

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* 1. Qualtrics found that the highest-rated reason for choosing a specific financial adviser was:

Trusted

Good investment tract record

Customer Service

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* 2. Investment Trends have indicated what percentage of the population has unmet advice needs:

28%

48%

68%

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* 3. When Julie Littlechild of Absolute Engagement designed her service matrix, how many review meeting each year did she assign to her A+ clients?

6

4

2

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* 4. According to ASIC Report 627, "What consumers really think", how many Australians received financial advice last year?

12%

20%

25%

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* 5. According to ASIC Report 627, "AWhat consumers really think", what was the most common barrier to getting financial advice?

Financial advice is too expensive

I like to manage my finances

I do not trust financial advisers

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* 6. Please advise which Certificate you would like issued for your CPD Points?

AFA

FPA

Both AFA and FPA

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* 7. Please advise Name to be used on Certificate.