What drives clients to recommend their adviser?

Has {{first_name}} asked you to refer / recommend them to people you know?

Yes, more than once

2.14

Has {{first_name}} asked you to refer / recommend them to people you know?

Yes, once

1.44

How often do you and {{first_name}} speak?

More than four times a year

1.91

How often do you and {{first_name}} speak?

Two to four times a year

1.15

In what circumstances would you recommend {{first_name}} to a family member, friend or colleague?

I would be a passionate advocate for them

1.85

How confident are you that you are on track to achieve the goals you are working towards with {{first_name}}?

Couldn't be more confident I'm on track

1.77

How confident are you that you understand the potential disadvantages of {{first_name}}'s recommendations?

I couldn't be more confident I understand the potential disadvantages

1.71

How clear is the correspondence you receive from {{first_name}} and/or their firm?

Couldn't be clearer

1.54

What topics do you discuss in your sessions with {{first_name}}?

Other than talking about my finances, I feel comfortable talking to them about personal challenges (e.g. bereavement, health issues, relationship difficulties ...)

1.36

Between scheduled meetings, in what circumstances would you contact {{first_name}}?

Whenever I have a question

1.27

Has {{first_name}} asked you to refer / recommend them to people you know?

Yes, more than once

3.38

In what circumstances would you recommend {{first_name}} to a family member, friend or colleague?

I would be a passionate advocate for them

2.92

How easy was it to share documents with your adviser / their team?

Couldn’t have been easier

2.92

To what extent were your 5-10 year plans taken into account in selecting the mortgage?

I couldn’t be more confident they were considered

2.89

How responsive was the adviser / their team?

Couldn’t have been more responsive

2.84

How confident are you that you’re on the most suitable mortgage for you?

Couldn’t be more confident

2.80

Did you ever have to chase the adviser or their team to get things done through the process?

Never

2.47

How easy was it to share documents with your adviser / their team?

Couldn’t have been easier

3.26

How responsive was the adviser / their team?

Couldn’t have been more responsive

3.09

Did you ever have to chase the adviser or their team to get things done through the process?

Never

2.69

In what circumstances would you recommend {{first_name}} to a family member, friend or colleague?

I would be a passionate advocate for them

2.61

How confident are you that you understand the potential disadvantages of {{first_name}}'s recommendations?

I couldn't be more confident I understand the potential disadvantages

2.56

How clear is the correspondence you receive from {{first_name}} and/or their firm?

Couldn't be clearer

2.26

Has {{first_name}} asked you to refer / recommend them to people you know?

Yes, more than once

3.08

In what circumstances would you recommend {{first_name}} to a family member, friend or colleague?

I would be a passionate advocate for them

2.66

How easy was it to share documents with your adviser / their team?

Couldn’t have been easier

2.60

How confident are you that you understand the impact of your personal circumstances on your policy?

I couldn't be more confident I understand how my personal circumstances impact the premium and/or exclusions on my policy

2.51

How responsive was the adviser / their team?

Couldn’t have been more responsive

2.43

How confident are you that {{first_name}} found you the most suitable insurance / protection policy for you?

Couldn’t be more confident

2.43

How clear is the correspondence you receive from {{first_name}} and/or their firm?

Couldn't be clearer

2.42

Has {{first_name}} asked you to refer / recommend them to people you know?

Yes, once

2.20

Did you ever have to chase the adviser or their team to get things done through the process?

Never

2.12