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Fidelity Life customer engagement initiative, and more daily news  

Fidelity Life has announced that the customer engagement initiative will go ahead this year. The initiative is based on customer feedback via a net promoter score (NPS). In September 30 advisers with the highest NPS and their partners will travel to Hawkes Bay where the winning adviser will be awarded the Cary Veenhof Trophy. Advisers and FAPs will be rated. For advisers, scores will be allocated based on feedback on their service. FAPs will be scored on the feedback of advisers within the FAP.


“After the success of our inaugural Customer Engagement initiative, we’re gearing up to do it all again!


The initiative involves getting customer feedback on adviser businesses using Net Promoter Score (or NPS) and celebrating the top performers.


This year the 30 top scoring advisers and their partners will travel to the mighty Hawkes Bay where the winner of the Cary Veenhof Trophy will be announced.


Travel is 22-24 September 2021 and there's two ways to register:


Financial adviser (FA) – calculated based solely on feedback of your individual service.

Financial advice provider (FAP) – calculated based on aggregated feedback on all individual FAs within your FAP. Any Individual FA’s who register in their own right will be excluded from these metrics.” Click here to register


In other news


TAP: In the past two weeks 11 new advisers have been working through TAP’s adviser academy

Financial Advice: Financial Advice has reported that 400 financial advisers have achieved the Trusted Adviser mark

FMA: Adviser, Licensing role currently being advertised


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