Wednesday, 28 February, 2024

30 Sep 2014 | Australasian Dental Practice

news > Spectrum > Page 56

Profile Financial Services amongst Most Trusted in Australia

Awards and accolades

Phillip Win of Profile Financial Services and a regular contributor to Australasian Dental Practice, has been named amongst the top 4% of "Most Trusted Advisers" in Australia by their clients in research conducted by Beddoes Institute, a data and benchmarking company that works across all major stakeholder groups in the financial services sector.

Beddoes Institute analysed thousands of client ratings from a survey of over 150 advisers, including Mr Win and identified an objective benchmark of exceptional client service and performance. That benchmark is a Net Promoter Score (NPS®) of 50 or more.

Speaking about the rigour of the selection process for the Most Trusted Advisers network, Dr Adam Tucker, Director of Beddoes Institute said, "The NPS is a powerful loyalty metric which has been linked to profitability and growth in a wide range of businesses. An NPS higher than zero is regarded as 'good' while an NPS of 50+ is regarded as excellent. Advisers must achieve an NPS of 50 or more in order to qualify for membership of the Most Trusted Advisers network."

The survey is the Beddoes Institute's Client Experience Survey, part of the Beddoes Institute's Leading Practices Program. "Most Trusted Advisers deliver significantly better outcomes to their clients," Dr Tucker said. "Their clients believe they are more on track with their financial plan and are financially better off as a result of working with their adviser compared to clients of other financial advisers."

Most Trusted Advisers also rated higher on their qualifications, experience and technical skills than other advisers and have better interpersonal skills, Dr Tucker said.

Talking about their selection in the network, Mr Win said "Trust is the foundation of a solid and successful relationship. The network empowers consumers to confidently take the first step in what can be an overwhelming process".

Consumers can source Mr Win's details through the network via the free Most Trusted Advisers App, which has now been approved by Apple. "The App allows consumers to in effect crowdsource an adviser they can trust. It's a little bit like being able to talk to thousands of neighbours over the back fence about how to find an adviser they can trust."

Related Contacts



Surgery Design


Stream the latest dental videos...
Biofilms in Dental Unit Waterlines

Sponsored Links...

Upcoming Events...

Feb 29 2024
Mar 06 2024
Mar 09 2024
Mar 12 2024
Mar 13 2024
Mar 13 2024
Mar 14 2024

Expodental 2024

Madrid, SPAIN

Mar 15 2024
Mar 16 2024
Mar 21 2024

ADX24 Sydney


Mar 22 2024
Apr 05 2024
Apr 12 2024
Apr 16 2024

Dentists Behaving 'Very' Badly


Apr 19 2024
Apr 19 2024

IDEM Singapore 2024

Singapore, SINGAPORE

Apr 23 2024
Apr 24 2024
May 01 2024
May 02 2024
May 09 2024
May 11 2024
May 14 2024
May 22 2024
May 24 2024
May 29 2024
May 30 2024
May 31 2024

Scottish Dental Show 2024


May 31 2024

Famdent Show Mumbai 2024

Mumbai, INDIA

Jun 01 2024
Jun 06 2024
Jun 09 2024
Jun 11 2024
Jun 22 2024
Jul 16 2024
Jul 25 2024
Aug 23 2024
Aug 29 2024

Practical Endodontics Workshop


Sep 07 2024
Sep 14 2024
Sep 26 2024
Oct 03 2024
Oct 10 2024
Oct 17 2024

ADOHTA 2024 National Congress


Oct 24 2024
Nov 13 2024
Nov 29 2024
Mar 25 2025

IDS 2025

Cologne, GERMANY

May 08 2025