Benchmarking: An Adviser's Guide to the Ultimate Client Engagement Model

Benchmarking is a cutting edge financial planning client engagement model and methodology delivering tangible value and accountability. Used by industry recognised and award winning financial planning practices and advisers, Benchmarking transforms client relationships, increases profitability and above all increases the probability of successful client outcomes. By creating clear milestones and using key adult learning theory principles, Benchmarking enables both advisers and clients to have mutually successful outcomes and provides transparent measures of success. This in turn supports an ongoing fee for service proposition where value is clear and above all supports the client in their quest to achieve what's most important to them, including true peace of mind.