Together, let's make ICON even better!

What services from ICON do you love the most?

Webinars & Marketing Content

New business engagement - quoting proposals and product discussions

Servicing - applications and amendments

Adviser onboarding

Discussions with your Key Relationship Manager

Having one broker consultant for multiple providers

What value do you gain by working with ICON? (Pick up to THREE)

The service is great at ICON

I love ICON's philosophy and approach to financial planning

I love the product insight

The ICON consulting model saves me so much time

ICON helps me be a better, more independent financial adviser

I close more business with the help from ICON

Too early to tell

I get no real value

What are the TWO most important factors for you, when it comes to choosing a product provider?

Value for money

The broker consultant's service / relationship

The product provider's service and new business efficiency

The quotes package

The quality of cover

Brand awareness / trust

Product providers / consultants that assist with the RAR

What keeps you up at night / what do you worry about most?

Have I given the right advice to clients.

Being taken to the ombudsmen.

That I haven't done a proper due diligence on products / accreditations.

Keeping up to date with the latest product offerings in the market.

Paying my income and / or staff salaries.

Not having enough clients or closing enough deals.

Emails, queries and ongoing administration.

What life-phase of business are you in?

Lead generation and building relationships

Natural business growth through referrals

Maintaining current book of business, a little new business

Looking for a succession plan

Retiring soon with an established succession plan

How many new business risk/life insurance applications do you typically write over a 3 month period?

How familiar are you with ICON's Risk Guidance Framework and 5 cover prioritisation steps?

How much do you know about the fee sharing and 'book value' that you can grow in your practice with Capital Legacy new business?

Do you like the idea of consolidating all your broker consultants to 1 world-class independent broker consultant?

I love this concept - it would really simplify my life and save me time!

I like the idea, but I'll keep other consultant relationships for providers not in the ICON stable.

I like having lots of different consultants even if it means dealing with more people.

I don't really want to change anything in terms of how I work with product providers.

Engagements with Broker Consultants (ICON and/or others) - do you want BCs engaging more or less?

Yes - need more time with BCs

No - see them too often

It depends who it is / how much value they add to my practice

How satisfied are you with your current business/brokerage operating model?

If you choose ONE "life line" to help you out - what would it be?

New client leads every month

A paraplanner

An office admin assistant

Help with products and due diligence

Help with annual client reviews

Another adviser in my practice

A new CRM / technology system to help run my practice

Nothing - I'm sorted

Together, let's make ICON even better!

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