Quilter Financial Planning has adopted ‘Elevation’, VouchedFor’s client survey system, to further support its network of advisers.
Elevation uses questions, industry benchmarks and dashboards to help advisers deliver excellent client outcomes, meet Consumer Duty requirements, and boost revenue.
The system identifies an average incremental revenue potential of £2,000 per wealth client, derived from referral, intergenerational, and cross-sell opportunities.
Following successful adoption by many of its member firms, Quilter Financial Planning is now rolling out Elevation across its network.
James Reiss, CEO of David James Wealth (part of the Quilter financial planning network), said: “The Elevation data is incredibly helpful in identifying opportunities as well as areas we can consistently enhance our service and advice to our target clients.
“We’ve been successful at growing organically, and VouchedFor and Elevation have been key to that.”
Stephen Gazard, chief distribution officer at Quilter Financial Planning, said: “We’re delighted to partner with VouchedFor to provide Elevation to our advisers.
“The system demonstrates our advisers’ excellent work for clients and highlights any opportunities to raise the bar.”
Alex Whitson, managing director at VouchedFor, added: “Our mission is to empower advisers to make a greater impact for their clients.
“We’re thrilled that Quilter Financial Planning has chosen Elevation to support its advisers in delivering exceptional client outcomes at scale.”
