Please take the quiz below to claim your CPD points for this webinar.
All questions are mandatory and must be answered correctly for accreditation.
Business Email Address
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First Name
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Last Name
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1. According to the research presented, which of the following is not a top reason clients continue their relationship with a financial adviser?
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Provides advice and services that help me reach my goals
Offers good advice and services
Can help me maximise returns
Has a strong social media presence
2. Which of the following adviser actions is specifically tied to clients’ willingness to pay more for advice, as identified in the research?
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Hosting investment seminars
Reviewing accounts to provide personalised recommendations
Sending birthday cards
Providing access to exclusive managed portfolios
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