CoreData Licensee Survey
Many of you are familiar with Andrew Inwood and the CoreData team. Each year, the group conducts a survey to advisers gathering data about Licensee services and support. In the past, we have not formally participated as a community. This year, we’re decided to join the study to gain an understanding of how Madison ranks amongst our competitors, learn more about the services and support which matter most to you, using this information to determine where we need to invest resources and capital.
The analysis is based on a survey which can take up to 20 minutes to complete, depending on how you answer the questions. All responses to the CoreData Licensee Research are anonymous and remain strictly confidential. No details of individual respondents are shared with licensees. The licensee research will help us to pinpoint areas where our advisers believe our offer is strong, and areas where it could be improved. It’s an opportunity for you to share freely your thoughts on how well we’re supporting you to deliver great advice to your clients.
CLICK HERE to take Survey
Please take the time to complete the survey, it will provide valuable information which we will share at the Good Governance Forum. If you have any questions, please get in touch with Jaime or Sophie
In this Edition
| · A note from Annick | · Madison Investment Committee
· The View |
· Which Advice Coach do I contact? |
CoreData Licensee Survey
Many of you are familiar with Andrew Inwood and the CoreData team. Each year, the group conducts a survey to advisers gathering data about Licensee services and support. In the past, we have not formally participated as a community. This year, we’re decided to join the study to gain an understanding of how Madison ranks amongst our competitors, learn more about the services and support which matter most to you, using this information to determine where we need to invest resources and capital.
The analysis is based on a survey which can take up to 20 minutes to complete, depending on how you answer the questions. All responses to the CoreData Licensee Research are anonymous and remain strictly confidential. No details of individual respondents are shared with licensees. The licensee research will help us to pinpoint areas where our advisers believe our offer is strong, and areas where it could be improved. It’s an opportunity for you to share freely your thoughts on how well we’re supporting you to deliver great advice to your clients.
CLICK HERE to take Survey
Please take the time to complete the survey, it will provide valuable information which we will share at the Good Governance Forum. If you have any questions, please get in touch with Jaime or Sophie
In this Edition
| · A note from Annick | · Madison Investment Committee
· The View |
· Which Advice Coach do I contact? |