CPD Quiz

Business Email Address*

First Name*

Last Name*

Company*

Country*

Province*

Firm Type*

Role Type*

Title*

Please enter your 13-digit South African ID number*

What is the #1 reason clients say they are reluctant to partner with a financial adviser?*

Slow follow-up or response time

Use of excessive jargon

Advisers not being transparent about their fees

Lack of digital tools

Which other factors, besides fees, were mentioned as reasons clients hesitate to work with advisers?*

Overpromising on investment returns and poor brand reputation

Use of excessive jargon and slow follow-up or responses

High product costs and global market volatility

Over-diversification and lack of ESG integration

Approximately how many financial advisers does Morningstar partner with globally?*

25 000

100 000

255 000

500 000

In the webinar, what did Morningstar emphasise as the most effective way for advisers to manage port*

Timing the market during volatility

Concentrating in single sectors with high growth potential

Diversifying globally across asset classes and sectors

Holding only cash to avoid losses

What was highlighted in the webinar as critical for building a resilient advice business?*

Chasing short-term market opportunities

Succession and continuity planning with structured teams

Reducing adviser headcount to cut costs

Outsourcing all client communication to third parties

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