Advice / APAC / Global / Industry / Insights / Licensees / Profession

CoreData’s 2021 Licensee Research is now open

Image: Peshkova via Shutterstock
Image: Peshkova via Shutterstock

You’re invited to take part in this annual industry-standard financial advice research project to share your views and opinions about the quality and performance of your licensee. The CoreData Licensee Research creates the most comprehensive and in-depth analysis of how licensees are supporting financial advisers to run profitable businesses and deliver high-quality advice to consumers.

Your confidential participation in the 2021 project will help to show, among other things,  how licensees have:

• helped advisers and their businesses adapt to changed conditions during the COVID-19 pandemic,
• helped advisers comply with new education professional and ethical standards, 
• helped to improve the performance and sustainability of advice business and the delivery of advice,
• supported advisers in dealing with an ever-growing burden of compliance,
• acted in relation to the interests of advisers and their clients,
• advocated for advisers, advice business and the advice profession, and
• fostered a clear sense of community and peer-support for advisers in their networks.

The results of the Licensee Research also form the basis of CoreData’s widely-recognised Licensee of the Year Awards. In 2020 GPS Wealth, Affinia, Lifespan, Sentry, Matrix and RI Advice were each finalists. 

If you think your licensee is worthy of recognition for the job it’s doing supporting you, this project is an opportunity to let us know. Or, if you think there are things it could be doing better this is an opportunity to let us know that, too.

The CoreData Licensee Research benchmarks the structure, pricing, value and quality of licensee offers across the industry. Its insights are is valued by licensees who want to gain understanding of how their advisers rate them compared to how advisers in other licensee networks rate their licensees. 

It creates an evidence base for improving services to advisers, and for consolidating the elements of offers already highly rated by advisers. Because all responses to the research are anonymous and individual responses remain strictly confidential, licensees value the unvarnished feedback provided by advisers.

When the results are in we’ll report the top-level findings in collaboration with Professional Planner, and on CoreData’s own website, New Model Adviser. 

Last year more than 660 financial advisers took part in the project, and this is your opportunity to contribute in 2021. Even if you’ve completed other CoreData surveys – or surveys from other organisations – in recent weeks, we invite you to take part in this landmark annual research project. 

Simply click on the link below and you’ll be taken to the landing page of the survey. It should take you round 15 minutes to complete, and in recognition of your time, at the end of the survey you’ll have the option of entering a prize draw – full details, terms and conditions and CoreData’s privacy policy are available from the landing page.

Thank you in advance for your contribution to making the 2021 Licensee Research a success.

CLICK HERE TO START THE SURVEY

The Licensee Research is open to advisers authorised by all sizes of licensee but it is not designed for advisers working in own-AFSL firms. A separate project for own-AFSL firms is due to be launched shortly and if you’d like to take part in that please fill out your details below.

Own-AFSL financial advice firms

If you wish to be included in an upcoming survey of the issues and conditions facing own-AFSL financial planning firms, please provide your contact details below.

New Model Adviser is a website powered by CoreData, showcasing our research and insights on financial advice: the profession, advisers, advice practices, licensees, legislation and more.

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