FAAA spruiks Find a Planner enhancements
The Financial Advice Association Australia (FAAA) has launched an upgraded Find a Planner tool, which it said would help advisers grow their business.
According to the FAAA, the new Find a Planner has an improved user interface and enhanced profile pages to “better match financial advisers with consumers”.
FAAA members will also be able to utilise greater personalisation options for their profiles to “illustrate their points of difference”.
Tania Milnes, FAAA’s general manager membership, said the launch of the enhanced tool is the final step in the association’s digital transformation, following the redesign of the Money & Life website that is now a consumer hub focused on financial wellbeing and giving members the opportunity to contribute their expertise and knowledge.
“Our members have told us that greater engagement with consumers was something they would like to see from the FAAA. The relaunch of the Find a Planner tool, and revamped Money & Life website including a monthly newsletter, are key elements of this focus,” Milnes said.
“Money & Life offers insights and tips from FAAA members, and other experts, to help Australians take control of their financial future, as well as better understand the value of advice, while the Find a Planner tool will enable them to find the right adviser for them.”
Consumers will have more options available to filter their search on the new platform, including credentials, areas of specialisation and focus, languages spoken, gender, and years of experience, as well as a keyword search that will pick up any words used in the member’s profile.
The platform also allows members to update their profiles to include more details, such as the starting rates for fees, whether they offer virtual or face-to-face meetings, and including a “quick links” section for access to social media profiles, their FAR profile, or Adviser Ratings profile.
The FAAA said it would also launch a marketing campaign later in the year aimed at encouraging consumers to visit the Find a Planner resource.
AUTHOR
Keith Ford
Recommended for you
As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to retaining intergenerational wealth.
As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed?
Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country.
TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP determinations.
