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Together, let's make ICON even better!

Your Full Name & Surname:
Your Brokerage Name:
Are you an adviser that currently works with ICON?
Yes
No
Rate your overall experience with ICON (10 being the best)
1
2
3
4
5
6
7
8
9
10
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
Currently, which are your TWO favourite Risk product providers in the market?
Discovery
Momemtum
PPS
Brightrock
Liberty
Old Mutual
Hollard
FMI
Capital Legacy
Sanlam
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
How likely will brand awareness affect you or your client's product choice?
Very Likely
Likely
Neither likely nor unlikely
Unlikely
Very Unlikely
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 product lines and services do you offer your clients?
Medical Aid
Short Term
Life / Risk
Investments
Wills & Estate Planning
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?
Extremely familiar
Very familiar
Somewhat familiar
Not so familiar
Not at all familiar
Have your heard of the post-retirement investment company JUST Retirement?
Yes
No
How much do you know about the fee sharing and 'book value' that you can grow in your practice with Capital Legacy new business?
A great deal
A lot
A moderate amount
A little
None at all
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?
Very Satisfied
Satisfied
Neither satisfied nor dissatisfied
Dissatisfied
Very Dissatisfied
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
Would you like Brad or Richard to contact you to for more information or feedback?
Yes
No
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