ICFS Financial Satisfaction Index

Tool for financial advisers to improve their levels of client service

The ICFS Financial Advice Satisfaction Index is a tool for financial advisers wishing to improve their levels of client service. It is based on academic research which models the factors that explain a client's willingness to advocate their financial adviser to a friend, acquaintance or similar person.

The three attributes that most impact advocacy are trustworthiness of the planner, clients' perception of how their investments have performed, and the technical abilities of the planner.

The study also analyses how investors' age, levels of investment and duration of their relationship with their planner impacts those key aspects.

The research is conducted every six months by The University of Adelaide's International Centre for Financial Services.

ICFS Index documents