How things are set up The day-to-day work The gaps and growing pains Who does what What tools are used, and how well How is the work shared Are smart tools making a difference How do people work together What helps people learn and grow
We’re running two surveys to better understand how admin and support works in financial advice firms — from both sides. One survey is for financial advisers, the other for admin and support staff. By hearing from both groups, we can get a clearer picture of what’s working, what’s not, and where things can improve. And it is completely anonymous.
Choose the button below that matches your current role to start the survey.