Adviser Experience Survey Results!
Author: Paul Hogg, 8AM Global
Thank you again to all those who took the time to complete our recent Adviser Experience survey.
The data shows that you gave us a Net Promoter Score (NPS) of 8/10. This demonstrates a high level of customer loyalty and willingness to recommend our products or service.
As a team focused on delivering exceptional levels of client service, we were delighted with the positive comments received highlighting how you feel supported as advisers. Many positive comments and responses focused on our robust innovative investment approach, investment philosophy and different proposition, reassuring us that we are achieving our aim of delivering consistent, data-driven-decisions and engaging, clear reporting.
The data demonstrates that we are providing our adviser community with solutions that you and your clients need.
As well as focusing on the many positives, we have listened to your feedback and where you referenced areas that could be improved, we have outlined below the steps we’ve taken to address your comments.
Online functionality & tools
Some responders were unable to locate information on the portal or were unaware of what is available. If you need any assistance with your login, or a screenshare demonstration to help you locate information, please do not hesitate to contact us, we’d be happy to help you. The adviser portal contains valuable information that can assist you and your clients, including;
- Client Proposal Generator – create a personal proposal recommendation for your clients.
- Wealth of documentation for you & your clients – guides, reports, due diligence, consumer duty, suitability wording.
- Download all the latest factsheets.
- Current Portfolio Change Reports.
- Access to all our monthly AQ webinar recordings.
- Curated access to our weekly Market Matters updates.
Supporting Performance data & AQ Results
We identified that there were some advisers seeking greater levels of data than that available via our monthly factsheets https://8amglobal.com/resources/ and our quarterly Peer Performance Report.
To address this, we have created a new section on our website demonstrating the performance and function of 8AM AQ investment methodology.
We publish regular content on our website including the weekly Market Matters updates from our CIO Tom McGrath and share our regular blogs and articles. Read more here https://8amglobal.com/blog/
Finally, we welcome feedback at any time, so if you have a query or need support with a new client, please do not hesitate to contact the team, we are very happy to help.
This content is intended for financial professionals only. These are the author’s views at the time of writing and may be subject to change. This content is not intended to provide the basis for any investment advice or recommendation. Any forecasts, figures, opinions, tools, strategies, data, or investment techniques are included for information purposes only.
The information presented is considered to be accurate at the time of production and has been obtained from or based upon sources believed by the author to be reliable and accurate, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. Please visit our Regulatory Information and Terms of Use pages for more information.
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