Adviser views on Risk Advice

Adviser views on Risk Advice
The following questions aim to understand your approach and views regarding risk advice within your practice.

We plan to share this feedback with the community to drive the conversation forward. If you're keen on a personalised discussion, just let us know.
What level of focus is Risk Advice for you (regarding new clients)?*

Nil (I do not provide Risk advice)LowMediumHigh (Most or all of our SoAs include Risk Advice)100% (Risk specialist)
Has your Risk focus changed in recent years?*

No - it's been relatively constantReduced - our Risk focus has reducedIncreased - our Risk focus has increased*Similar - level of focus is constant, but premium inflows have reducedOther
What are your main obstacles for accommodating Risk Advice*

Knowledge (whether product or strategy)Costs/viability - the revenue/effort trade-off makes it cost prohibitiveCompliance requirements are too cumbersomePractice efficiencies - we aren't set up well enoughPreassessment and underwriting processesResearch and product complexityInternal resources/staffingMy client segments are not appropriate for Risk adviceOther
Which of the following apply to you?*

I would like to grow my focus on Risk adviceI would like help to improve my Risk processesI would like help with risk fundamentals educationI would like help with technical risk strategiesI would like help with servicing in-force clientsI would consider referring clients for risk adviceOther
Anything to add?
Name

First NameLast Name
Email*
example@example.com
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