Leading Practices Program

column-leading-practices With customers determining the success or failure of any business, your clients' experience is critical to your success. Our Client Experience Survey is a measurement tool tailored specifically to financial advice practices. Our Practice Benchmarking module enables you to compare the performance of your practice against others. We believe that completing a study of your clients experience and benchmarking your practice is the first step in improving your practice.

Connecting with Clients

column-connecting-with-clients Beddoes produces evidence-based industry white papers, research reports, articles, newsletters, fact sheets and videos – collating what works and what doesn't. We believe that by studying industry white papers and research reports within learning communities such as the Connecting with Clients network, practices are to up-skill and undergo ongoing transformation. Receive free updates, access to video interviews and free tools from the Beddoes Institute.

Most Trusted Advisers

ALBIL.4.0-MTA-Logo We listen carefully to what consumers say about their financial advisers. The 'Most Trusted Adviser' app is a register of some of the best financial advisers in Australia, as rated by their clients. It is updated regularly, with advisers being added or removed based on the latest consumer market research. This is a completely independent initiative undertaken to connect consumers seeking a quality advice relationship to the best financial advisers we have found.