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2024 adviser firm awards

Enter or Nominate here

AWARD CATEGORIES

BEST MARKETING OF PROTECTION FROM AN ADVICE FIRM

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.

BEST NETWORK

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.

PROTECTION SUPPORT GROUP/COMPLIANCE SERVICE

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.

BEST PROTECTION ADVICE FROM A MORTGAGE BROKERAGE

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.

BEST INNOVATION FROM AN ADVICE FIRM

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. 

BEST TRAINING INITIATIVE

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.

PROTECTION ADVICE FIRM OF THE YEAR

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.

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