Advisor Toolkit

Marcom & Centricity Reckoner

Rate your marketing communication and client engagement across eight levers. Get an instant readiness score and see which area to strengthen first.

Marketing Communication

Brand & messaging consistency across channels 6/10Quality & cadence of educational content 6/10Digital reach (social, email, web) effectiveness 6/10Clarity & transparency of product communication 6/10

Client Centricity

Speed of response to client queries 6/10Personalisation of advice to client goals 6/10Trust & relationship depth with clients 6/10Proactive reviews & retention efforts 6/10

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Marcom & Centricity Reckoner

Marketing Communication

Client Centricity