Fil wins nomination in 2013 Adviser Awards
Fil Battisti has won a nomination in the prestigious AFA Adviser of the Year 2013 Awards. An industry insider commented that “Fil’s nomination recognises him as being one of the best in the Industry, and we certainly wish him the best in his pursuit to be crowned Adviser of the Year”
“The Award represents the pinnacle of achievement for the very best advisers in our industry.
It recognises the qualities of leadership, advocacy and innovation which drive success at an individual level and help develop professionalism and a positive public profile for our industry overall.”
At a time of great change and challenge for our industry, the award provides a valuable opportunity to celebrate the great work performed by advisers in their dual capacity as professionals and good corporate citizens.
In addition to considering education, experience, and contribution to the industry and community, the judges also look in detail at:
- the use of technology and processes, from initial client contact through to ongoing service
- the quality of client engagement materials and techniques, and use of segmentation techniques
- client feedback processes
- marketing approach
- complaints handling procedures
- robustness of advice processes
- business cashflow management, and external party support
- staff recruitment, development and retention program
- business planning
- other best practice drivers
