Help prove the value of advice

Last year IOOF undertook research to develop "The expectations of advice" white paper. Due to overwhelming interest in this research, IOOF is now undertaking further research but this time we want to understand the key emotional benefits afforded to those who receive professional ongoing financial planning advice as compared to those who don't.

After the research concludes, we will be able to connect the emotional and value drivers of ongoing advice clients with opportunities for advice businesses.

We will also offer a blueprint on how advice businesses can position themselves to maximise the potential within their businesses and tangibly illustrate the value of advice to existing and prospective clients. Through 'The True Value of Advice' whitepaper we will be able to provide a positive message to the advice industry at a time when advice, fees and value are all being challenged.

How can you help?

We would appreciate contributions from your clients for this paper. To make it easy for you, we have included text below that you can cut and paste into your email and forward to your clients.

Whilst clients can complete the survey anonymously, we are incentivising participation by offering ten $100 Westfield vouchers to a random selection of clients who complete the survey. There are 12 questions and we anticipate this will take less than five minutes to complete.

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Please cut and paste the below text into your email and send to your clients who have not previously opted out of receiving direct marketing communications. The hyperlinks to the survey and terms and conditions have been inserted into the text.
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In 5 minutes you could be in with a chance to win 1 of 10 $100 vouchers

It is widely understood that there are emotional benefits to receiving professional ongoing financial planning advice. There is peace of mind for those that know they are on track to have the retirement that they want and knowing that their loved ones will be looked after should the unexpected occur.

Whilst this is anecdotally well supported, IOOF is doing some research to create tangible and quantifiable evidence. The survey consists of only twelve questions and will take less than five minutes to complete. As a valued advice client, we would appreciate you taking part and be rewarded with a chance to win one of ten $100 Westfield vouchers. Alternatively you are welcome to complete the survey anonymously.

How do I participate?

Click here to start your survey now

For more information

Should you have any questions, please don't hesitate to contact me directly. Competition terms and conditions can be viewed here.

Kind regards

Your Privacy

We appreciate your time and feedback. The information you provide will help us understand how we can make advice more valuable to you and others like you. It will be not be disclosed to any other person. If you no longer wish to receive these messages, please reply to this email with the word 'UNSUBSCRIBE' in the subject line.


Important
The information contained in this newsletter is provided on behalf of the IOOF group of companies and is intended for financial adviser use only. It is given in good faith and has been prepared based on information that is believed to be accurate and reliable at the time of publication. Any examples are for illustration purposes only and are based on the continuance of present laws and our interpretation of them at the time.