Independent assessment confirms CFB Advisers amongst the top 5% in the Industry.
The Most Trusted Adviser recognises some of the best financial advisers in Australia, as rated by their clients. Advisers in the network are assessed every 12 to 19 months, and must re-qualify in order to continue to belong to the network.
When addressing the selection process for the Most Trusted Advisers network, Beddoes Institute Director Dr Adam Tucker said “The advisers we surveyed included the very best of the best from corporate partner advisory networks as well as those advisers who have, over the past three years, been finalists and winners of the AFA Adviser of the Year Award.”
Each Adviser at CFB is individually recognised as a “Most Trusted Adviser” by independent, evidence-based research group the Beddoes Institute. At CFB we value this recognition as we know that trust is not earned at the initial interview with a client; it is developed over time and through the commitment of both parties. Further, we know trust is delivered through performance demonstrated by our team listening to the client needs and then structuring financial solutions that deliver upon these client needs. Dr Adam Tucker also states that “Most Trusted Advisers deliver significantly better outcomes to their clients, where they are more on track with their financial plan and are financially better off as a result of working with their adviser compared to clients of other financial advisers.” By delivering this consistently, our clients have become our greatest ambassadors.
The following clip explains why being recognised as a “Most Trusted Advisor” should reassure the client that our team of advisers are amongst the leading 5% in the industry. Further with the award of the Inaugural National Practice of the year in 2014 by the Association of Financial Advisers , our clients can be reassured that this team of advisors are supported by a professional and capable client service support, paraplanning and enabling support team that is Complete Financial Balance .
Source: Beddoes Institute / Most Trusted Advisers