What advisers want (from their licensees): Professional Planner

Published 20 August 2024

When Count chief executive Hugh Humphrey looks around for insights into how to help advisers create better financial advice businesses, he routinely looks outside the advice profession.

Humphrey, who has now passed the two-year mark at the helm of the listed financial advice and accounting group, says benchmarking Count against other licensees is one metric for success, but doesn’t want to constrain his perspective to only the financial advice profession.

“Client experiences in completely different spaces – that’s where we should be benchmarking,” he tells Professional Planner.

It appears that looking further afield is starting to pay off. Count has emerged from CoreData’s latest Future of Advice research with 91 per cent of its advisers expressing satisfaction with support and services it provides, the best result of any licensee in the survey and well ahead of the industry-wide average of just 74 per cent of advisers.

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