Client thinks they know how firm earns money
Edited
Client thinks they know how firm earns money is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk
Data based on responses to the following question, asked in the Verified Client review form
“How would your adviser and their firm earn money from working with you?”
Possible responses
They charge me a fee
They earn commission on the policy from the provider, which impacts the premium
They earn commission on the policy from the provider, which does not impact the premium
Not sure
Client thinks they know how firm earns money Score
Proportion of respondents answering “Not sure"
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