Financial Advisers and Planners:

Protect your revenue - Discover your alignment score in 5 minutes

Get a personalised report that reveals where your adviser/client relationships may be at risk—and how to fix them before it costs you clients and revenue.

Why Take the Adviser Alignment Scorecard?

• Avoid Costly Mistakes: Discover the 10 key traps that can cause relationship breakdowns and lead to lost revenue. Find out if you’re unknowingly falling into them and get the tools to fix it.

• Personalised, Actionable Insights: Receive a detailed report with clear feedback on your strengths and areas for improvement. The advice is tailored to you, so you can take immediate action to boost client trust and retention.

• Stop Losing Clients and Revenue: Each relationship breakdown is a lost opportunity. Find out what’s putting your client satisfaction at risk—and how to turn it around before it impacts your bottom line.

Don’t Wait for a Breakdown.
Take the scorecard now and start protecting your revenue by strengthening your client relationships today.