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Understanding The Adviser-Client Relationship Report 2019

Understanding The Adviser-Client Relationship Report 2019

MetLife Australia's annual thought leadership research to help advisers build long-term relationships with their current and potential clients. 

Understanding The Adviser-Client Relationship Report 2019

MetLife Australia's annual thought leadership research to help advisers build long-term relationships with their current and potential clients. 

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About This Report

Understand the background of the research and a word from MetLife Australia's CEO.

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MetLife articles for Financial Advisers

Do your clients understand how commissions work?
Do your clients understand how commissions work?
Of the many learnings to come out of the Royal Commission, none are as important as the need for honest and transparent communications between financial advisers and their clients when it comes to financial products and services.
Why advisers need to strengthen connections with their clients
Why advisers need to strengthen connections with their clients
Our research reveals financial advisers risk losing clients if they fail to demonstrate long term value of advice.
Adviser-Client Research 2019 - Client Retention
Adviser-Client Research 2019 - Client Retention
Our research reveals financial advisers risk losing clients if they fail to demonstrate long term value of advice.
One year on
One Year On: How advisers helped drive change to the policy anniversary process
We reflect on how adviser feedback was a crucial part of redeveloping the MetLife Protect policy anniversary process, making it more valuable for clients and easier for advisers.

The Understanding the Adviser-Client Relationship 2019 Report has been prepared by MetLife Insurance Limited, ABN 75 004 274 882 AFSL 238 096 (MetLife) and should not be published or reproduced without the prior permission of MetLife. Whilst care has been taken in preparing this material, MetLife does not warrant or represent that the information, opinions or conclusions contained in this document (“information”) are accurate. The information provided in the report and on this website is general information only, current as at the time of production. 

It does not take into account your personal objectives, financial situation or needs and you should consider whether it is appropriate for you. It is not intended to be a substitute for professional advice and should not be relied upon as such. MetLife recommends that you obtain independent and specific advice from appropriate professionals before deciding whether to acquire, or continuing to hold, any of our products, or implementing a financial strategy, including reading any relevant Product Disclosure Statements, Financial Services Guides and/or terms and conditions, available upon request by calling 1300 555 625, before making any decision. Life insurance products are issued by MetLife Insurance Limited ABN 75 004 274 882, AFSL 238096.

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