Benchmark Wealth Management Awards 2022 – Submission

Submission ID*

1. How do you ensure alignment between agent/client experience and the ongoing monitoring of satisfaction level? How do you know your customers are happy or unhappy and what's the next step? How are agents' service levels being measured to meet customers' ongoing needs, ensure that products sold are aligned to their long-term goals and needs, and ensure that customers fully understand the coverage and policy before they purchase?

4. Average hours of training that the organization's employees have undertaken during the reporting period

5. What was the split of training content delivered to the agents?

Risk Appetite and Profiling

Product Knowledge

Financial Needs Analysis

Industry Knowledge

Ethics and Social Responsibility

Sales Skills and Angles

Market Outlook

Investment Skills

Sustainability and ESG involved in the product

Untitled

6. How is your company dedicated to excellence in implementing training arrangements with a solid commitment to supporting diversity and inclusion, showing talent acquisition, retention, and low attrition rates?

7. What are your company's vision and goals for aligning the value for customers and benefiting the community, and how are they effectively communicated across the organization?

8. Process – How do your organization's training and coaching programs adopt the best financial and investment planning practices and business processes?

9. What are some clear key performance indicators (both quantitative and qualitative measurements of results against set goal) that may or may not have influenced staff (broker servicing team) retention

10. Compensation and benefits – Please specify your organizational structure which improve advisors’ retention without compromising integrity, through incentive structures that are not only tied to sales quotas and revenue generation, but also learning professional development.

11. Customer Protection – Please describe your process that safeguards customers under a consistent and reliable program, promoting solid ethical standards that prevent potential misselling activities. How do you track/correlate customer satisfaction and retention with a level of advisory and a positive correlation?

12. Viability – Please demonstrates your results addressing human capital capabilities, client segments, market focus, and strategic planning based on the success of this training academy

Please upload a sample training curriculum and information about the career development programs.

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Benchmark Wealth Management Awards 2022 – Submission

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