Spend your precious time with your clients instead of creating client questionnaire documents. Get these editable templates to confidently discuss your clients’ values, and come prepared for your next client meeting.
Build loyalty and rapport, as clients feel heard and their values considered.
Make your advice memorable by engaging with your client, ensuring they feel heard, and enhance your client-adviser relationship.
Confidently and proactively initiate client conversations with comprehensive questionnaires, and reduce the risk of miscommunication.
Gain a deeper understanding of your client’s values and ethical preferences, giving you the information you need to provide the best advice.
All for only $97 and with immediate accessGet Questionnaires
What you'll get
Everything you need to create your unique responsible investment profiler:
- Four distinct client questionnaire templates in MS Word format and ready-to-use.
- Video instructions on how to personalise the templates to suit your unique needs.
- Canva designs and video tutorials allow you to create and modify icons used, so your questionnaire can evolve over time.
- All templates are editable, so you can add your logo, colours, and fonts, to match to your own branding.
- Plus, you can have these templates customised and ready to go within an hour, and sent out to your clients tomorrow.
Did you know that...
According to a recent consumer
study by RIAA:
86% of Australians
believe it’s important their financial adviser asks them about their interests and values in relation to their investments.
In a global investor study
Only 16% of investors
are being provided with information on sustainable investing unprompted.
This is your opportunity to be a leading financial adviser, and proactively ask your clients about the environmental, social, and ethical issues that matter most to them.
What’s in the questionnaire templates?
This template is a great starting point with clients and provides general, open-ended questions. You can use this as your only questionnaire, or as a list of qualifying questions.
Ethical Concerns and Preferences
This template provides a framework for asking clients whether they would like to support, avoid, or minimise exposure, to certain ethical issues.
ESG and Responsible Investment Profiler
Delve a little deeper with your clients and use this template to discuss the ESG issues (environmental, social, and governance), that matter most to your client.
Ranking Your Client's Values and Ethical Preferences
This template provides the opportunity for your client to rank the importance of different ethical preferences, and sustainability issues.
I’m a member of the Ethical Advice Accelerator, should I get these too?
Are these templates only for Australian financial advisers?
How long do I have access to the materials?
Do you offer a satisfaction guarantee?
What support is available if I’m stuck on using the templates?
Do the questionnaires include advice on how to approach ethical investment conversations with clients?
Do I need to have ethical investments on my approved product list (APL)?
What templates and tools are included?
I’m still not sure, can I discuss my concerns with a human?
What changes can I make to the templates?
Acknowledgement of Country: In the spirit of reconciliation Ethical Invest Group acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.