New resources, fresh ads for advisers
Wednesday, 12 November 2008 11:30am
The Financial Planning Association is helping advisers battle the financial crisis with a new resource centre for its members and a "Value of Advice" campaign targeted towards consumers.
The FPA announced today that it had launched the Market Volatility Member Resource Centre - a hub that contains tools and communications tactics to help its members reach out to clients.
The centre enables members to introduce key principles for clients to follow in these markets, articles and sample letters to assist with client communication and soft skills education programs for financial planners.
There are also links to support and counselling services to help planners, research and statistics with economic data and links to Government policies and statements, among others.
"Everyone is worried about the current economic situation, and the inevitable impact on superannuation, savings, jobs, spending, and general confidence," said Jo-Anne Bloch, chief executive of the FPA.
"Members can now find everything under the one roof through the FPA website so they can provide the most up to date information to clients," she said.
At the same time, the FPA is also raising the bar of awareness on the value of advice. The industry body recently launched a new advertising campaign based on a series of real life case studies from the FPA Value of Advice Awards program.
"You pay to see a financial planner. You could pay more if you don't." is the tagline of its print media advertisements.
Meanwhile the FPA is also rolling out online banner advertisements, a refreshed consumer website featuring the case studies and brochures.
"Currently 7 out of 10 Australians do not have a relationship with a financial planner. These volatile economic times have demonstrated that professional financial advice has greatly assisted clients of financial planners," said Bloch.
"This campaign will encourage more Australians to seek the advice of a financial planner who is a member of the FPA."
Ruth Liew
