By joining Count, you will get access to our experienced team with deep understanding of advice and the know-how to drive exceptional outcomes for your business. Our AFSL support services include:
Advice Technology: we offer an industry-leading advice technology solution through our partnerships with a range of leading FinTech providers. This delivers a fully integrated tech stack reducing double data entry and giving you more time to spend in front of your clients rather than working on administrative tasks. We have also created 95% more automation of variables in our advice documents, saving time and effort for our advisers. In the past two years, we have seen a 110% uplift in the production of advice documents across our network. We also have a dedicated coaching team able to share best practice advice and provide tailored support.
Professional Standards: Count has a robust and common-sense approach to compliance. Our team is focused on keeping advisers safe through coaching, feedback and an industry-leading reg-tech system to assist with quality assurance. Our Licensee Standards have been rigorously reviewed to ensure they are market-leading, easy to understand and practical to apply with a focus on the provision of quality advice to clients.
Research and APL: We have a broad Approved Product List (APL) to give you choice and flexibility for client recommendations. We have a range of platforms, managed funds, listed securities, annuities and insurance options availabl; many with special rate cards for Count advisers. Through our partnership with Lonsec, we have access to leading research tools, resources and guidance, along with best-in-class market commentary and sector analysis.
Practice Development: Count has a national Practice Development team with representatives servicing each state. Our Practice Development Managers work closely with advisers to develop business plans, explore growth opportunities and client engagement strategies as well as share best practices. They help to facilitate business focus groups, where like-minded firms come together to share ideas around business planning.
Learning and Development: Count focuses on the ongoing professional development of our community by hosting regular PD Days, conferences and webinars with the support of our education partners. These events are an opportunity for our network to come together, connect and experience Count’s renowned sense of community with like-minded peers.
What our advisers are saying
Count conducts an annual survey to measure satisfaction with our licensee offer. Here are some findings from the May 2023 annual survey:
+26 Net Promoter Score (up from +20 in 2022).
92.5% overall satisfaction with support services (consistent with 2022 scores).
93% of our Members would recommend Count to an adviser looking for a new licensee (up from 90% in 2022).