FAAA launches enhanced ‘Find a Planner’ platform to match consumers with its members
Tania Milnes
The FAAA has launched an upgraded Find a Planner[1] tool to help members connect with potential clients and grow their businesses.
The new Find a Planner has an improved user interface and enhanced profile pages to better match financial advisers with consumers. Members will be able to take advantage of greater personalisation options for their profiles to better illustrate their points of difference.
Tania Milnes, FAAA’s general manager membership, says it is the final step in the FAAA’s digital transformation, which also includes a redesign of the Money & Life[2] website, now purely a consumer-hub focused on financial wellbeing and giving members the opportunity to contribute their expertise and knowledge.
“Our members have told us that greater engagement with consumers was something they would like to see from the FAAA. The relaunch of the Find a Planner tool, and revamped Money & Life website including a monthly newsletter, are key elements of this focus.
“Money & Life offers insights and tips from FAAA members, and other experts, to help Australians take control of their financial future, as well as better understand the value of advice, while the Find a Planner tool will enable them to find the right adviser for them,” she said.
New features of Find a Planner include allowing consumers more options to filter their search, including by credentials, areas of specialisation and focus, languages spoken, gender, and years of experience. There is also a keyword search that will pick up any words used in the member’s profile.
Members can now update their profiles to include details such as the starting rates for fees and whether they offer virtual or face-to-face meetings. There is also a “quick links” section for access to social media profiles, their FAR profile or Adviser Ratings profile
The FAAA will also be undertaking a marketing campaign to encourage consumers to visit the Find a Planner resource, which will start later in the year.
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