2024 adviser firm awards

In association with:

Entries will highlight how an advice firm has used social media, email campaigns, online advertising etc. to promote protection to a wider audience. Submissions will demonstrate how the campaign has improved awareness of the need for protection and increased.

Shortlist

In association with:

Submissions will demonstrate how the network has supported their members to provide better protection advice by delivering training, support materials etc. and how they have grown the level of protection business carried out within their member firms.

In association with:

Submissions will demonstrate how the support group/compliance service has supported their members in providing better protection advice by delivering training, support materials etc., and highlight how they have delivered better consumer outcomes.

In association with:

Demonstration by a mortgage broker of how protection advice is embedded into their processes, how they ensure protection is discussed with every client (and that discussion is followed through) and how protection plays a role in their ongoing servicing of clients.

In association with:

Demonstration of a new and innovative implementation of technology or campaign that has really made a difference to your firm or your clients. We want to hear about why the innovation was needed and the practical impacts it has made. 

An example of a training program or scheme that has been put in place to bring new advisers into the market or train existing advisers on how to give protection recommendations. We want to hear about the people that have gone through the training and the outcomes that have led to more and better protection advice.

In association with:

Submissions will demonstrate how the firm has supported their advisers to provide better protection advice by delivering training, support materials etc. and how they have grown the level of protection business across their advisers.