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Adviser 'Pulse' Survey

About you
Rank the following new business generation methods in order of importance to you achieving your Sales target, over the next 12 months
(1 = most important, 5 = least important)
Online lead generation, using social media
Cold calling
Encouraging/incentivising existing client referrals to their friends/family
‘Top ups’ from existing clients
Other
What are your new business expectations for the next 12 months?
Rank the following barriers in order of their threat to you writing new business over the next 12 months
(1 = biggest threat, 6 = least threat)
Covid-19 
Interest rates
Inflation
Political issues
Market performance
Other
Rank the following attributes of a savings & investment provider in order of its importance to you, when making a recommendation to your clients
(1 = most important, 9 = least important)
Size/AUM
Regulatory jurisdiction
Heritage/continuity
Relationship with representative
Customer service
Technology
Product & Fund proposition
ESG commitment of provider
Other
Rank the following attributes of a savings & investment provider in order of its importance to your client, when committing to a medium to long term plan
(1 = most important, 7 = least important)
Size/AUM
Brand
Investment security
Investment return
Access to investment
‘Hard currency’ access
Other
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